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Be engaging. See how
we drive growth with
engagement automation.
BRIAN KELLY, CEO
ANDY WYATT, PRODUCT MANAGER
@Kissmetrics
#Kisswebinar
@thuelmadsen
Thue is the Kissmetrics Webinar Wizard and Marketing
Ops Manager. Before joining forces with Kissmetrics, he
was a Lyft driver in SF, which is also how he ended up as
a Kissmetrics marketer. Whenever Thue is not trying to
automate everything around him, you can find him hiking
in the Sierras.
THUE MADSEN
Marketing Operations Manager, Kissmetrics
@ThueLMadsen
Brian is the CEO of Kissmetrics. Prior to Kissmetrics
Brian has a long history of managing companies and
teams through growth phases from start-up to IPO.
Brian’s expertise lies primarily in customer behavior
analytics and marketing.
BRIAN KELLY
CEO, Kissmetrics
@bkkelly
@kissmetrics
#Kisswebinar
@bkkelly
1 What is Customer Engagement Automation
2 How we use CEA to be engaging and drive growth at Kissmetrics
3 Demo of Customer Engagement Automation by Kissmetrics
HERE’S WHAT I’M TALKING ABOUT
#Kisswebinar
WATCH WEBINAR RECORDING NOW
en·gage
occupy, attract, or involve (someone's interest or attention).
synonyms: capture, catch, arrest, grab, snag, draw, attract, gain, win, hold,
grip, captivate, engross, absorb, occupy
BE ENGAGING
#Kisswebinar
en·gag·ing
very attractive or pleasing in a way that holds your attention.
"Sophie had a sunny personality that was very engaging"
synonyms: charming, appealing, delightful, pleasant, agreeable, likable,
winsome, enchanting, captivating
“We want to deliver the best
experience possible at every step
of the way. Help people along in a
useful, contextual, timely manner
—to earn respect and trust.
That’s what we’re after.
Not throwing stuff in their face.
Not pushy. But present.
Contextual. Helpful.
I believe people will respond to
that and that will make us
successful in the long run.”
BE ENGAGING
#Kisswebinar
LOST MAN ON THE CORNER
#Kisswebinar
Be engaging.
Automating communications with your prospects and customers.
Based on their behavior and profile attributes. To help make their
experience better, more successful, and mutually beneficial.
CUSTOMER ENGAGEMENT AUTOMATION - WHAT’S THAT?
#Kisswebinar
KEYS COMPONENTS OF CUSTOMER ENGAGEMENT AUTOMATION
#Kisswebinar
Understand behavior - what’s going on, what’s not working and why
Define and monitor the behavioral segments key to growth
Be engaging based on behavior and profile attributes
Rinse and repeat for continuous improvement
Introducing
Customer Engagement
Automation
Customer Engagement Automation Platform
by Kissmetrics
Understand what
people do on your
website and products.
Analyze +
Define and monitor
your most important
growth segments.
Populations + Campaigns
Create and send
engaging behavior-
based emails.
HERE’S HOW WE DO IT AT KISSMETRICS
#Kisswebinar
We’ll focus from
here on down for
this presentation
Sales funnel
START WITH A SIMPLE FLOW THEN DIVIDE AND CONQUER
#Kisswebinar
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Welcome!
News…
Hi there,
You’re
awesome…
Hi there,
Getting started
guidelines…
Hi there,
Monthly
newsletter…
UNDERSTAND WHAT’S GOING ON AND WHAT’S NOT WORKING
#Kisswebinar
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Getting started
guidelines…
Hi there,
Welcome!
News…
Hi there,
Monthly
newsletter…
Hi there,
You’re
awesome…
What are people doing along the way?
Where do people drop out?
What are the people doing that are converting?
What do our best customers do?
TRACK AND UNDERSTAND BEHAVIOR ON YOUR WEBSITE AND IN YOUR PRODUCT
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Getting started
guidelines…
Hi there,
Welcome!
News…
Hi there,
Monthly
newsletter…
Hi there,
You’re
awesome…
Analyze
Analyze
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Getting started
guidelines…
Hi there,
Welcome!
News…
Hi there,
Monthly
newsletter…
Hi there,
You’re
awesome…
IDENTIFY DROP-OFFS AND BOTTLENECKS IN THE CRITICAL PATH
IDENTIFY THE KEYS TO SUCCESS — “10 FRIENDS IN 7 DAYS”
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Getting started
guidelines…
Hi there,
Welcome!
News…
Hi there,
Monthly
newsletter…
Hi there,
You’re
awesome…
Identify your “7 friends in 10 days” scenario
For us it was sending data, building and running a funnel report,
building > 5 metrics within 14 days.
LAY THE KEY INDICATORS / DESIRED BEHAVIORS INTO THE FLOW
#Kisswebinar
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Identify your “7 friends in 10 days” scenario
For us it was sending data, building and running a funnel report,
building > 5 metrics within 14 days.
DEFINE AND MONITOR YOUR KEY BEHAVIORAL SEGMENTS
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Populations
DEFINE AND MONITOR YOUR KEY BEHAVIORAL SEGMENTS
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Populations
DEVELOP BEHAVIOR-BASED CAMPAIGNS TO BE ENGAGING
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Campaigns
AUTOMATED EMAIL ENGAGEMENT BASED ON BEHAVIOR
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Hi there,
Here’s how
you…
Hi there,
Did you
know…
Hi there,
KPI’s are the
most
powerful…
Campaigns
DEVELOP BEHAVIOR-BASED CAMPAIGNS TO BE ENGAGING
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Campaigns
Hi there,
Here’s how
you…
Hi there,
Did you
know…
Hi there,
KPI’s are the
most
powerful…
MEASURE AND UNDERSTAND RESULTS—CLOSED-LOOP OPTIMIZATION
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Hi there,
Here’s how
you…
Hi there,
Did you
know…
Hi there,
KPI’s are the
most
powerful…
Analyze
Result:12% increase in conversion
CONTINUOS OPTIMIZATION ACROSS THE LIFECYCLE
#Kisswebinar
Trial PurchaseSend us
data
Hi there,
Here’s what to
expect…
Hi there,
Here’s how
you…
Hi there,
Did you
know…
Hi there,
KPI’s are the
most
powerful…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Now where are the opportunities to improve performance?
Incorporated profile data with the behavioral data to improve engagement—job
title
#Kisswebinar
Trial PurchaseSend data
Hi there,
Here’s what to
expect…
Hi there,
Here’s how
you…
Hi there,
Did you
know…
Hi there,
KPI’s are the
most
powerful…
Hi there,
You’re
awesome…
Funnel report > 5 Metrics
Now, where are the opportunities to improve performance?
Incorporated profile data with the behavioral data to improve engagement—job
title—and personalize the email accordingly.
C-level
Marketer
Dev
Result:17% increase in conversions
CONTINUOS OPTIMIZATION ACROSS THE LIFECYCLE
REFINE ENGAGEMENTS TO BE THERE WHEN NEEDED—ALWAYS HAPPY TO HELP
#Kisswebinar
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Getting started
guidelines…
Hi there,
Welcome!
News…
Hi there,
Monthly
newsletter…
Hi there,
You’re
awesome…
Continue to Analyze, Segment, Engage—rinse and repeat.
THINGS TO CONSIDER, AND TO LOOK OUT FOR
Demo Trial Purchase Using Advocate
Hi there,
Here’s what to
expect…
Hi there,
Getting started
guidelines…
Hi there,
Welcome!
News…
Hi there,
Monthly
newsletter…
Hi there,
You’re
awesome…
Time of day / day of week
Time between emails
Subject line and body A/B testing
Offer additional help via links or phone
Ask for feedback
Don’t get in their way
Don’t inundate
Be clear, concise and compelling
Manage opt-outs
Other email best practices in our blog
Customer Engagement Automation Platform
by Kissmetrics
Understand what
people do on your
website and products.
Analyze +
Define and monitor
your most important
growth segments.
Populations + Campaigns
Create and send
engaging behavior-
based emails.
LEARN MORE NOW
Get, keep and grow more customers with
Kissmetrics Customer Engagement Automation
Demo with Andy
CEA LIVE AND PERSONAL
foKissmetrics Overview
ANDY WYATT
ANDY WYATT
Product Manager, Kissmetrics
awyatt@kissmetrics.com
KISSMETRICS
#Kisswebinar
Kissmetrics helps you to seamlessly analyze, segment and engage your
customers all from within one platform..
2008
Founded
900
Customers
36
Employees
Headquartered in San Francisco, California
Backed by Polaris Partners, True Ventures, and Azure Capital Partners
KISSMETRICS PEOPLE
#Kisswebinar
KISSMETRICS ANALYZE
#Kisswebinar
KISSMETRICS ANALYZE
#Kisswebinar
KISSMETRICS POPULATIONS
#Kisswebinar
KISSMETRICS POPULATIONS
#Kisswebinar
KISSMETRICS CAMPAIGNS
#Kisswebinar
KISSMETRICS CAMPAIGNS
#Kisswebinar
KISSMETRICS PRICING
#Kisswebinar
KISSMETRICS PRICING
#Kisswebinar
THUE MADSEN
Marketing Operations Manager, Kissmetrics
@ThueLMadsen
tmadsen@kissmetrics.com
Questions?
ANDY WYATT
Product Manager, Kissmetrics
awyatt@kissmetrics.com

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Be engaging: See how we drive engagement to increase conversion rates

  • 1. Be engaging. See how we drive growth with engagement automation. BRIAN KELLY, CEO ANDY WYATT, PRODUCT MANAGER
  • 3. Thue is the Kissmetrics Webinar Wizard and Marketing Ops Manager. Before joining forces with Kissmetrics, he was a Lyft driver in SF, which is also how he ended up as a Kissmetrics marketer. Whenever Thue is not trying to automate everything around him, you can find him hiking in the Sierras. THUE MADSEN Marketing Operations Manager, Kissmetrics @ThueLMadsen Brian is the CEO of Kissmetrics. Prior to Kissmetrics Brian has a long history of managing companies and teams through growth phases from start-up to IPO. Brian’s expertise lies primarily in customer behavior analytics and marketing. BRIAN KELLY CEO, Kissmetrics @bkkelly
  • 5. 1 What is Customer Engagement Automation 2 How we use CEA to be engaging and drive growth at Kissmetrics 3 Demo of Customer Engagement Automation by Kissmetrics HERE’S WHAT I’M TALKING ABOUT #Kisswebinar
  • 7. en·gage occupy, attract, or involve (someone's interest or attention). synonyms: capture, catch, arrest, grab, snag, draw, attract, gain, win, hold, grip, captivate, engross, absorb, occupy BE ENGAGING #Kisswebinar en·gag·ing very attractive or pleasing in a way that holds your attention. "Sophie had a sunny personality that was very engaging" synonyms: charming, appealing, delightful, pleasant, agreeable, likable, winsome, enchanting, captivating
  • 8. “We want to deliver the best experience possible at every step of the way. Help people along in a useful, contextual, timely manner —to earn respect and trust. That’s what we’re after. Not throwing stuff in their face. Not pushy. But present. Contextual. Helpful. I believe people will respond to that and that will make us successful in the long run.” BE ENGAGING #Kisswebinar
  • 9. LOST MAN ON THE CORNER #Kisswebinar
  • 10. Be engaging. Automating communications with your prospects and customers. Based on their behavior and profile attributes. To help make their experience better, more successful, and mutually beneficial. CUSTOMER ENGAGEMENT AUTOMATION - WHAT’S THAT? #Kisswebinar
  • 11. KEYS COMPONENTS OF CUSTOMER ENGAGEMENT AUTOMATION #Kisswebinar Understand behavior - what’s going on, what’s not working and why Define and monitor the behavioral segments key to growth Be engaging based on behavior and profile attributes Rinse and repeat for continuous improvement
  • 13. Customer Engagement Automation Platform by Kissmetrics Understand what people do on your website and products. Analyze + Define and monitor your most important growth segments. Populations + Campaigns Create and send engaging behavior- based emails.
  • 14. HERE’S HOW WE DO IT AT KISSMETRICS #Kisswebinar We’ll focus from here on down for this presentation Sales funnel
  • 15. START WITH A SIMPLE FLOW THEN DIVIDE AND CONQUER #Kisswebinar Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Welcome! News… Hi there, You’re awesome… Hi there, Getting started guidelines… Hi there, Monthly newsletter…
  • 16. UNDERSTAND WHAT’S GOING ON AND WHAT’S NOT WORKING #Kisswebinar Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Getting started guidelines… Hi there, Welcome! News… Hi there, Monthly newsletter… Hi there, You’re awesome… What are people doing along the way? Where do people drop out? What are the people doing that are converting? What do our best customers do?
  • 17. TRACK AND UNDERSTAND BEHAVIOR ON YOUR WEBSITE AND IN YOUR PRODUCT Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Getting started guidelines… Hi there, Welcome! News… Hi there, Monthly newsletter… Hi there, You’re awesome… Analyze
  • 18. Analyze Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Getting started guidelines… Hi there, Welcome! News… Hi there, Monthly newsletter… Hi there, You’re awesome… IDENTIFY DROP-OFFS AND BOTTLENECKS IN THE CRITICAL PATH
  • 19. IDENTIFY THE KEYS TO SUCCESS — “10 FRIENDS IN 7 DAYS” Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Getting started guidelines… Hi there, Welcome! News… Hi there, Monthly newsletter… Hi there, You’re awesome… Identify your “7 friends in 10 days” scenario For us it was sending data, building and running a funnel report, building > 5 metrics within 14 days.
  • 20. LAY THE KEY INDICATORS / DESIRED BEHAVIORS INTO THE FLOW #Kisswebinar Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Identify your “7 friends in 10 days” scenario For us it was sending data, building and running a funnel report, building > 5 metrics within 14 days.
  • 21. DEFINE AND MONITOR YOUR KEY BEHAVIORAL SEGMENTS Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Populations
  • 22. DEFINE AND MONITOR YOUR KEY BEHAVIORAL SEGMENTS Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Populations
  • 23. DEVELOP BEHAVIOR-BASED CAMPAIGNS TO BE ENGAGING Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Campaigns
  • 24. AUTOMATED EMAIL ENGAGEMENT BASED ON BEHAVIOR Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Hi there, Here’s how you… Hi there, Did you know… Hi there, KPI’s are the most powerful… Campaigns
  • 25. DEVELOP BEHAVIOR-BASED CAMPAIGNS TO BE ENGAGING Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Campaigns Hi there, Here’s how you… Hi there, Did you know… Hi there, KPI’s are the most powerful…
  • 26. MEASURE AND UNDERSTAND RESULTS—CLOSED-LOOP OPTIMIZATION Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, You’re awesome… Funnel report > 5 Metrics Hi there, Here’s how you… Hi there, Did you know… Hi there, KPI’s are the most powerful… Analyze Result:12% increase in conversion
  • 27. CONTINUOS OPTIMIZATION ACROSS THE LIFECYCLE #Kisswebinar Trial PurchaseSend us data Hi there, Here’s what to expect… Hi there, Here’s how you… Hi there, Did you know… Hi there, KPI’s are the most powerful… Hi there, You’re awesome… Funnel report > 5 Metrics Now where are the opportunities to improve performance? Incorporated profile data with the behavioral data to improve engagement—job title
  • 28. #Kisswebinar Trial PurchaseSend data Hi there, Here’s what to expect… Hi there, Here’s how you… Hi there, Did you know… Hi there, KPI’s are the most powerful… Hi there, You’re awesome… Funnel report > 5 Metrics Now, where are the opportunities to improve performance? Incorporated profile data with the behavioral data to improve engagement—job title—and personalize the email accordingly. C-level Marketer Dev Result:17% increase in conversions CONTINUOS OPTIMIZATION ACROSS THE LIFECYCLE
  • 29. REFINE ENGAGEMENTS TO BE THERE WHEN NEEDED—ALWAYS HAPPY TO HELP #Kisswebinar Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Getting started guidelines… Hi there, Welcome! News… Hi there, Monthly newsletter… Hi there, You’re awesome… Continue to Analyze, Segment, Engage—rinse and repeat.
  • 30. THINGS TO CONSIDER, AND TO LOOK OUT FOR Demo Trial Purchase Using Advocate Hi there, Here’s what to expect… Hi there, Getting started guidelines… Hi there, Welcome! News… Hi there, Monthly newsletter… Hi there, You’re awesome… Time of day / day of week Time between emails Subject line and body A/B testing Offer additional help via links or phone Ask for feedback Don’t get in their way Don’t inundate Be clear, concise and compelling Manage opt-outs Other email best practices in our blog
  • 31. Customer Engagement Automation Platform by Kissmetrics Understand what people do on your website and products. Analyze + Define and monitor your most important growth segments. Populations + Campaigns Create and send engaging behavior- based emails.
  • 32. LEARN MORE NOW Get, keep and grow more customers with Kissmetrics Customer Engagement Automation
  • 33. Demo with Andy CEA LIVE AND PERSONAL
  • 35. ANDY WYATT Product Manager, Kissmetrics awyatt@kissmetrics.com
  • 36. KISSMETRICS #Kisswebinar Kissmetrics helps you to seamlessly analyze, segment and engage your customers all from within one platform.. 2008 Founded 900 Customers 36 Employees Headquartered in San Francisco, California Backed by Polaris Partners, True Ventures, and Azure Capital Partners
  • 45. KISSMETRICS PRICING #Kisswebinar THUE MADSEN Marketing Operations Manager, Kissmetrics @ThueLMadsen tmadsen@kissmetrics.com Questions? ANDY WYATT Product Manager, Kissmetrics awyatt@kissmetrics.com