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A Practitioner's Guide to Digital
            Marketing
               BMC 319-001



  Downtown Campus 906, 8th Ave SW, Calgary,
               Room: 222




                                              1
Digital Marketing
                     2 Questions:
         How do we frame our Plan?
       How do execute on that Plan?
                                 2
Digital Marketing Models
This is what we use to execute the plan…
Based on industry best practices that ensure end-to-end project integrity. Its methodology is designed to
specifically accommodate the needs of digital marketing. Under normal circumstances, this process
allows ample room for the creative process to unfold while preserving the discipline of technology-based
project management.

Discovery: Opportunity, initiation, audits, primary
and secondary research and interviews, analysis and
strategy, personas, creative and technical briefing.

Definition: Concept and strategic development,
design concepts, wireframes, site maps, business
and functional requirements, solution architecture,
production plan.

Design: Experience validation, creative and
technical solutions, and functional prototyping.

Development: Creative and technical production,
documentation, backend support and integration,
quality assurance and testing.

Delivery: Launch, end-to-end system testing,
localization of languages, deployment, optimization
and maintenance.
                                                                                                            3
Digital Marketing Models
This is what we use to execute the plan…




                                           4
Upon successful completion of this course, you will be
able to:

• Apply Digital and Integrated marketing models as described in this
  course
• Conduct a competitive audit of your Website using best-practice tools
• Understand the fundamentals of target audience
  definition, including user goals and persona creation
• Understand the importance of User Experience Design and Website
  usability
• Understand the importance of Information
  Architecture
• Conduct a content audit and understand the basics
  of copywriting for the Web
• Understand technology considerations that affect the success of Digital
  marketing

                                                                            5
Analytics
How are people using our website?
     What insights can we gather?
                              6
Analytics 101
 Visitors                               Content                             Traffic Sources
 1. Is traffic to my website growing,   4. What pages of my site are most   7. What traffic sources —
 declining or stagnating? What are      useful to visitors?                 direct (typing a URL), referral,
 the trends?                                                                search engine or paid ads — are
                                        Stats to focus on: Top content,     driving visits to my site?
 Stats to focus on: Visits per period   content by title, bounce rate
 vs last period; absolute unique                                            Stat to focus on: Traffic Sources
 visitors per period vs. last           5. Where do visitors first land,    Overview percentages
                                        and how do they proceed through
 2. How useful are visitors finding     the site?                           8. What other websites are
 the site? What are the trends? In                                          referring visitors to my site?
 essence, are users engaged?            Stats to focus on: Top landing
                                        pages, click patterns               Stat to focus on: Referring sites
 Stats to focus on: Average
 pageviews, time on site                6. From what pages do visitors      9. What keywords are driving
                                        exit the site?                      traffic?
 3. Who are my visitors? Where do
 they live? Are they new visitors or    Stat to focus on: Top exit pages    Stats to focus on: Keywords and
 returning?                                                                 phrases

 Stats to focus on: Map
 overlay and new vs returning




                                                                                                                7
Target Audience
                How do we know who we are talking to?
 How do we use this information to inform our thinking?
                                                    8
Target Audience Definition
Are your target
customers male or
female?
How old are they?
Where do they
live? Is geography
a limiting factor
for any reason?
What do they do
for a living? How
much money do they
make? This is most
significant if
you're selling
relatively
expensive or
luxury items. Most
people can afford
a cup of coffee.
You can't say the
same of a car.
What other aspects
of their lives
matter?




                             9
“Design for somebody,
    alienate nobody”.




                        10
Customer Ecosystem




                     11
User goals
                       One of the keys to success for an online property is that it aligns itself with user goals.
The ideal state is to know and understand the user’s goal when visiting the site in order to facilitate their experience and
                                                                                 assist them in accomplishing their tasks.
                                                                                                                      12
Organizational vs. User



   Organization                            User
   •   Organizational Effectiveness        •   Ease of Use
   •   Convert sales and transactions to   •   Clarity around how I can
       lower cost channels (cost per           accomplish my goals.
       interaction)                        •   “I just want to the buy the darn
   •   Lead Generation and                     thing”
       Qualification                       •   Don’t make me use more than
   •   Deeper Customer Insight                 one channel (or experience) to
   •   One-to-one Marketing                    accomplish my goals.
                                           •   Customer Delight




                                                                                  13
User Goals




             14
             14
Personas
A user persona is a representation of the goals and behavior of a real group of users, based on their
demographics. We use them to determine how to align organizational goals with those of end users.


                                                                                                15
Persona




          16
Customer Journey




                   17
Content Strategy
How do we organize and write our content for the digital context?


                                                             18
Why is Content Important?
   Content is a Strategic Brand Asset, and should be treated as such
             Content is a large part of the user/customer experience
            Content is often overlooked and left until the last minute
                                                                  19
Content Strategy


    1. Conduct a Content Inventory
    2. Weed out the ROT (Redundant, Outdated,
       Trivial)
    3. Content Quality Checklist
    4. Look for overall Trends
    5. Establish an Content Plan




                                                20
Content Quality Checklist
 Characteristics
 Usefulness & Relevance:
       Does the content meet user needs, goals, and interests?
       Does the content meet business goals?
       For how long will the content be useful? When should it expire? Has its usefulness already expired?
       Is the content timely and relevant?
 Clarity & Accuracy:
        Is the content understandable to customers?
        Is the content organized logically & coherently?
        Is the content correct?
        Does the content contain factual errors, typos, or grammatical errors?
        Do images, video, and audio meet technical standards, so they are clear?
 Influence & Engagement:
       Does the content use the most appropriate techniques to influence or engage customers?
       Does the content execute those techniques effectively?
       Does the content use too many or too few techniques for the context?
 Completeness:
     Does the content include all of the information customers need or might want about a topic?
     Does the content include too much or too little information about a topic for the context?



                                                              http://www.uxmatters.com/mt/archives/2009/04/toward-content-quality.php


                                                                                                                                        21
Content Quality Checklist
Characteristics
Voice & Style:
      Does the content consistently reflect the editorial or brand voice?
      Does its tone adjust appropriately to the context—for example, sales versus customer service?
      Does the content convey the appropriate editorial and brand qualities?
      Does the content seem to have a style? If so, does the content adhere to it consistently?
      Does the content read, look, or sound as though it’s professionally crafted
Usability & Findability:
      Is the content easy to scan or read?
      Is the content in a usable format, including headings, bulleted lists, tables, white space, or similar techniques, as
      appropriate to the content?
      Does the content have the appropriate metadata?
      Does the content follow search engine optimization (SEO) guidelines—such as using keywords—without sacrificing
      quality in other areas?
      Can customers find the content when searching using relevant keywords?
Format:
      Text, PDF, image, outside link, etc.
Audience:
      For which target audience is the content intended?
      Is the content aligned with business or user goals?

                                                                http://www.uxmatters.com/mt/archives/2009/04/toward-content-quality.php


                                                                                                                                          22
Establish a Content Plan

 • Testing content with users: Incorporate questions about content in your user
   interviews, focus groups, usability tests, and surveys
 • Monitoring content metrics: Engagement is a metric that suits content well.
   For content that’s meant to support conversions, tracking whether conversions
   increase after improving content is important
 • Establishing governance: Have a group of stakeholders from across the
   company or organization meet regularly to oversee major content decisions
 • Applying the publishing model to content For major content efforts, a
   publishing structure and related tools—such as an editorial calendar—are a
   natural fit
 • Incorporating content guides, standards, and tips into CMS
 • Maintaining the meta-data
 • Hiring employees, consultants, and agencies who care about content




                                                                                   23
Copywriting for the Web – Top 5 errors

 Error
 Error #1 : Writing Inwardly        •    Before you start writing, collect feedback from customers and prospects.
                                         Ask them why they buy from you, why they don’t, and how doing business
                                         with you has affected them.
                                    •    Start with an outline. Associate every feature with a benefit and every
                                         benefit with an experience.
                                    •    Have a customer read a draft and then explain to you why they would want
                                         to buy the product. If the customer “gets it,” you’re a star.
                                    •    Do the same thing with a person who knows nothing about your product
                                         and industry.

 Error #2: Burying the Lead         •    Before writing, ask, What is the key takeaway I want visitors to have after
                                         they visit this page? That’s your lead.
                                    •    Highlight your lead idea in a bold font. This is especially helpful when you
                                         can’t work it into the first sentence.
                                    •    Use plain language.
                                    •    Keep your most important points above the fold, as sub-headings, as the
                                         first sentence of a paragraph and as bullet points.




                    http://www.smashingmagazine.com/2011/06/29/five-copywriting-errors-that-can-ruin-a-company-website/


                                                                                                                          24
Copywriting for the Web – Top 5 errors

 Error
 Error #3: Mediocre Meta            Meta Title
                                    The meta title describes the subject matter of the page and is ideally 65
 Data                               characters or fewer. Visitors see the meta title in their browser tab and in
                                    search engine results; it is the most important piece of information that
                                    Google and other engines read on a given page.
                                    Meta Description
                                    The meta description, ideally 155 characters or fewer, is a snippet of text that
                                    is displayed under a link on a search engine results page (SERP). The meta
                                    description has little if any SEO value but is important for conversions.

 Error #4: Saying too Much          •    Brevity, brevity.




 Error #5: Weak or no Calls         •    CTAs generally fall into one of four types, listed here in descending order
                                         of commitment:
 to Action                                  • Place an order;
                                            • Enroll, subscribe, enter;
                                            • Get a quote;
                                            • Learn more.



                    http://www.smashingmagazine.com/2011/06/29/five-copywriting-errors-that-can-ruin-a-company-website/


                                                                                                                          25
Information Architecture
              How do we structure our website?
             What are the organizing principles?

                                            26
Information Architecture




                           27
Information Architecture




                           28
Site map




           29
Wireframes




             30
Global
 Primary
            (Header)



Secondary   Spotlights

 Tertiary




 Global
(Footer)               31
Site map




           32
Card Sort Exercise

                33
Requirements Gathering

                    34
• Business Requirements
1

    • Functional Requirements
2

    • Technical Requirements
3



                                35
User Stories




               36
Mobile
What makes mobile different?

                         37
Mobile Market
The mobile landscape is changing rapidly, particularly in Canada.
Blackberry continues its sharp decline while Android phones
continue to gain market share.



                             Canada                                                                                       U.S.




   Source: StatCounter Global Stats. Q3/2011 – Q3/2012. http://gs.statcounter.com/#mobile_os-US-quarterly-201103-201203


                                                                                                                                 38
Defining Mobile Optimization




   Not Functional on                Functional /                    Mobile Optimized          Mobile Specific            or
    Mobile Devices               Viewable on Mobile                                                   App
                                      Devices
 Cannot view or interact with   Site is visible and usable on    Mobile-specific styling of   Unique site experience and
 site on mobile devices.        “current” mobile devices (e.g.   content and/or navigation.   content for mobile devices or
 Typically are flash with no    iPhones, touchsceen              Same content as full site.   the development of a native
 back-up graphics.              Blackberry). Flash elements                                   app specifically designed for
                                replaced with backup                                          the device.
                                graphics.



                                                                                                                              39
‘Featured’ Mobile Content
Ideally, a website should be fully optimized for
mobile. The optimization and promotion of
‘featured’ mobile content should only be
considered if:

•   The Target Audiences being considered warrants
    specific and immediate attention –
•   A review of Analytics supports the fact that these
    audiences are accessing via mobile
•   Due to the site’s size and complexity, a pilot or
    phased approach is desired
•   A more detailed content audit and site inventory is
    necessary before optimizing the entire site
•   The target audiences in question do not warrant the
    development of a native mobile app (ROI)




                                                  40
Progressive Enhancement
Progressive enhancement is the separation of HTML, CSS and JavaScript.
Which in turn, separates what the user can see in terms of their
mobile experience. In its essence, we let the ‘user device’ (browser)
‘decide’ what it is capable of handling .




                                                                         41
A Practitioner's Guide to Digital
            Marketing
               BMC 319-001



  Downtown Campus 906, 8th Ave SW, Calgary,
               Room: 222




                                              42

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UofC Digital Marketing Lecture 2

  • 1. A Practitioner's Guide to Digital Marketing BMC 319-001 Downtown Campus 906, 8th Ave SW, Calgary, Room: 222 1
  • 2. Digital Marketing 2 Questions: How do we frame our Plan? How do execute on that Plan? 2
  • 3. Digital Marketing Models This is what we use to execute the plan… Based on industry best practices that ensure end-to-end project integrity. Its methodology is designed to specifically accommodate the needs of digital marketing. Under normal circumstances, this process allows ample room for the creative process to unfold while preserving the discipline of technology-based project management. Discovery: Opportunity, initiation, audits, primary and secondary research and interviews, analysis and strategy, personas, creative and technical briefing. Definition: Concept and strategic development, design concepts, wireframes, site maps, business and functional requirements, solution architecture, production plan. Design: Experience validation, creative and technical solutions, and functional prototyping. Development: Creative and technical production, documentation, backend support and integration, quality assurance and testing. Delivery: Launch, end-to-end system testing, localization of languages, deployment, optimization and maintenance. 3
  • 4. Digital Marketing Models This is what we use to execute the plan… 4
  • 5. Upon successful completion of this course, you will be able to: • Apply Digital and Integrated marketing models as described in this course • Conduct a competitive audit of your Website using best-practice tools • Understand the fundamentals of target audience definition, including user goals and persona creation • Understand the importance of User Experience Design and Website usability • Understand the importance of Information Architecture • Conduct a content audit and understand the basics of copywriting for the Web • Understand technology considerations that affect the success of Digital marketing 5
  • 6. Analytics How are people using our website? What insights can we gather? 6
  • 7. Analytics 101 Visitors Content Traffic Sources 1. Is traffic to my website growing, 4. What pages of my site are most 7. What traffic sources — declining or stagnating? What are useful to visitors? direct (typing a URL), referral, the trends? search engine or paid ads — are Stats to focus on: Top content, driving visits to my site? Stats to focus on: Visits per period content by title, bounce rate vs last period; absolute unique Stat to focus on: Traffic Sources visitors per period vs. last 5. Where do visitors first land, Overview percentages and how do they proceed through 2. How useful are visitors finding the site? 8. What other websites are the site? What are the trends? In referring visitors to my site? essence, are users engaged? Stats to focus on: Top landing pages, click patterns Stat to focus on: Referring sites Stats to focus on: Average pageviews, time on site 6. From what pages do visitors 9. What keywords are driving exit the site? traffic? 3. Who are my visitors? Where do they live? Are they new visitors or Stat to focus on: Top exit pages Stats to focus on: Keywords and returning? phrases Stats to focus on: Map overlay and new vs returning 7
  • 8. Target Audience How do we know who we are talking to? How do we use this information to inform our thinking? 8
  • 9. Target Audience Definition Are your target customers male or female? How old are they? Where do they live? Is geography a limiting factor for any reason? What do they do for a living? How much money do they make? This is most significant if you're selling relatively expensive or luxury items. Most people can afford a cup of coffee. You can't say the same of a car. What other aspects of their lives matter? 9
  • 10. “Design for somebody, alienate nobody”. 10
  • 12. User goals One of the keys to success for an online property is that it aligns itself with user goals. The ideal state is to know and understand the user’s goal when visiting the site in order to facilitate their experience and assist them in accomplishing their tasks. 12
  • 13. Organizational vs. User Organization User • Organizational Effectiveness • Ease of Use • Convert sales and transactions to • Clarity around how I can lower cost channels (cost per accomplish my goals. interaction) • “I just want to the buy the darn • Lead Generation and thing” Qualification • Don’t make me use more than • Deeper Customer Insight one channel (or experience) to • One-to-one Marketing accomplish my goals. • Customer Delight 13
  • 14. User Goals 14 14
  • 15. Personas A user persona is a representation of the goals and behavior of a real group of users, based on their demographics. We use them to determine how to align organizational goals with those of end users. 15
  • 16. Persona 16
  • 18. Content Strategy How do we organize and write our content for the digital context? 18
  • 19. Why is Content Important? Content is a Strategic Brand Asset, and should be treated as such Content is a large part of the user/customer experience Content is often overlooked and left until the last minute 19
  • 20. Content Strategy 1. Conduct a Content Inventory 2. Weed out the ROT (Redundant, Outdated, Trivial) 3. Content Quality Checklist 4. Look for overall Trends 5. Establish an Content Plan 20
  • 21. Content Quality Checklist Characteristics Usefulness & Relevance: Does the content meet user needs, goals, and interests? Does the content meet business goals? For how long will the content be useful? When should it expire? Has its usefulness already expired? Is the content timely and relevant? Clarity & Accuracy: Is the content understandable to customers? Is the content organized logically & coherently? Is the content correct? Does the content contain factual errors, typos, or grammatical errors? Do images, video, and audio meet technical standards, so they are clear? Influence & Engagement: Does the content use the most appropriate techniques to influence or engage customers? Does the content execute those techniques effectively? Does the content use too many or too few techniques for the context? Completeness: Does the content include all of the information customers need or might want about a topic? Does the content include too much or too little information about a topic for the context? http://www.uxmatters.com/mt/archives/2009/04/toward-content-quality.php 21
  • 22. Content Quality Checklist Characteristics Voice & Style: Does the content consistently reflect the editorial or brand voice? Does its tone adjust appropriately to the context—for example, sales versus customer service? Does the content convey the appropriate editorial and brand qualities? Does the content seem to have a style? If so, does the content adhere to it consistently? Does the content read, look, or sound as though it’s professionally crafted Usability & Findability: Is the content easy to scan or read? Is the content in a usable format, including headings, bulleted lists, tables, white space, or similar techniques, as appropriate to the content? Does the content have the appropriate metadata? Does the content follow search engine optimization (SEO) guidelines—such as using keywords—without sacrificing quality in other areas? Can customers find the content when searching using relevant keywords? Format: Text, PDF, image, outside link, etc. Audience: For which target audience is the content intended? Is the content aligned with business or user goals? http://www.uxmatters.com/mt/archives/2009/04/toward-content-quality.php 22
  • 23. Establish a Content Plan • Testing content with users: Incorporate questions about content in your user interviews, focus groups, usability tests, and surveys • Monitoring content metrics: Engagement is a metric that suits content well. For content that’s meant to support conversions, tracking whether conversions increase after improving content is important • Establishing governance: Have a group of stakeholders from across the company or organization meet regularly to oversee major content decisions • Applying the publishing model to content For major content efforts, a publishing structure and related tools—such as an editorial calendar—are a natural fit • Incorporating content guides, standards, and tips into CMS • Maintaining the meta-data • Hiring employees, consultants, and agencies who care about content 23
  • 24. Copywriting for the Web – Top 5 errors Error Error #1 : Writing Inwardly • Before you start writing, collect feedback from customers and prospects. Ask them why they buy from you, why they don’t, and how doing business with you has affected them. • Start with an outline. Associate every feature with a benefit and every benefit with an experience. • Have a customer read a draft and then explain to you why they would want to buy the product. If the customer “gets it,” you’re a star. • Do the same thing with a person who knows nothing about your product and industry. Error #2: Burying the Lead • Before writing, ask, What is the key takeaway I want visitors to have after they visit this page? That’s your lead. • Highlight your lead idea in a bold font. This is especially helpful when you can’t work it into the first sentence. • Use plain language. • Keep your most important points above the fold, as sub-headings, as the first sentence of a paragraph and as bullet points. http://www.smashingmagazine.com/2011/06/29/five-copywriting-errors-that-can-ruin-a-company-website/ 24
  • 25. Copywriting for the Web – Top 5 errors Error Error #3: Mediocre Meta Meta Title The meta title describes the subject matter of the page and is ideally 65 Data characters or fewer. Visitors see the meta title in their browser tab and in search engine results; it is the most important piece of information that Google and other engines read on a given page. Meta Description The meta description, ideally 155 characters or fewer, is a snippet of text that is displayed under a link on a search engine results page (SERP). The meta description has little if any SEO value but is important for conversions. Error #4: Saying too Much • Brevity, brevity. Error #5: Weak or no Calls • CTAs generally fall into one of four types, listed here in descending order of commitment: to Action • Place an order; • Enroll, subscribe, enter; • Get a quote; • Learn more. http://www.smashingmagazine.com/2011/06/29/five-copywriting-errors-that-can-ruin-a-company-website/ 25
  • 26. Information Architecture How do we structure our website? What are the organizing principles? 26
  • 29. Site map 29
  • 31. Global Primary (Header) Secondary Spotlights Tertiary Global (Footer) 31
  • 32. Site map 32
  • 35. • Business Requirements 1 • Functional Requirements 2 • Technical Requirements 3 35
  • 37. Mobile What makes mobile different? 37
  • 38. Mobile Market The mobile landscape is changing rapidly, particularly in Canada. Blackberry continues its sharp decline while Android phones continue to gain market share. Canada U.S. Source: StatCounter Global Stats. Q3/2011 – Q3/2012. http://gs.statcounter.com/#mobile_os-US-quarterly-201103-201203 38
  • 39. Defining Mobile Optimization Not Functional on Functional / Mobile Optimized Mobile Specific or Mobile Devices Viewable on Mobile App Devices Cannot view or interact with Site is visible and usable on Mobile-specific styling of Unique site experience and site on mobile devices. “current” mobile devices (e.g. content and/or navigation. content for mobile devices or Typically are flash with no iPhones, touchsceen Same content as full site. the development of a native back-up graphics. Blackberry). Flash elements app specifically designed for replaced with backup the device. graphics. 39
  • 40. ‘Featured’ Mobile Content Ideally, a website should be fully optimized for mobile. The optimization and promotion of ‘featured’ mobile content should only be considered if: • The Target Audiences being considered warrants specific and immediate attention – • A review of Analytics supports the fact that these audiences are accessing via mobile • Due to the site’s size and complexity, a pilot or phased approach is desired • A more detailed content audit and site inventory is necessary before optimizing the entire site • The target audiences in question do not warrant the development of a native mobile app (ROI) 40
  • 41. Progressive Enhancement Progressive enhancement is the separation of HTML, CSS and JavaScript. Which in turn, separates what the user can see in terms of their mobile experience. In its essence, we let the ‘user device’ (browser) ‘decide’ what it is capable of handling . 41
  • 42. A Practitioner's Guide to Digital Marketing BMC 319-001 Downtown Campus 906, 8th Ave SW, Calgary, Room: 222 42