Developing Email Campaigns that
Educate and Convert


       Join the @ActOnSoftware conversation on Twitter
       and discover what others are saying about us, use
                          #ActOnSW




            www.act-on.com | @ActOnSoftware | #ActOnSW
Today’s Presenters




        Ryan Goodin                                         Janelle Johnson
     Owner, Diligent Brands                       Director, Demand Gen, Act-On Software




                     www.act-on.com | @ActOnSoftware | #ActOnSW
Old Habits Die Hard
•   Subscriber lists
•   Timelines
•   HTML-heavy
•   Impersonal




                       www.act-on.com | @ActOnSoftware | #ActOnSW
The Evolution
•   Intelligent segmenting
•   Understand prospect, develop profile
•   Addressing specific needs
•   Leveraging new technology




                    www.act-on.com | @ActOnSoftware | #ActOnSW
B2B Consumers
•   Self-educators
•   Ease-of-access
•   Abundant information
•   Social networks




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Drip Email Marketing
•   Educating over time
•   Subtle promotion
•   Developing rapport
•   Demonstrate expertise




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Personalization: Things to Avoid
•   Huge lists
•   Poor targeting
•   Company-centric
•   Watered down




                  www.act-on.com | @ActOnSoftware | #ActOnSW
Personalization: Define Your Audience
•   Responsibilities?
•   Role?
•   Challenges?
•   Solutions?




                        www.act-on.com | @ActOnSoftware | #ActOnSW
Personalization: Define Your Audience

• List development
• Who you target
• What message to deliver




                 www.act-on.com | @ActOnSoftware | #ActOnSW
Personalization: Segmenting

• Good: Manufacturers in the Midwest
• Better: CEO’s, Presidents, Owners of manufacturers in the
    Midwest
•   Best: CEO’s, Presidents, Owners of manufacturers with
    $10MM-$50MM in revenue, within 50 square miles of
    downtown Chicago




                    www.act-on.com | @ActOnSoftware | #ActOnSW
Segmentation Made Easy
• Combine profile attributes
• With specific observed
    behaviors
•   And within a specified
    time frame




                    www.act-on.com | @ActOnSoftware | #ActOnSW
Personalization: Segmenting
• Right information, right person, right time
• Personal rapport




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Crafting the Message: Series of Emails
• Establish key ideas / educate
• Evaluate progress
• Maintain contact

               35-50% of sales go to the
               vendor that responds first
                         (Source: InsideSales.com)




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Email Elements
• From address
• Subject line
• Greeting




                 www.act-on.com | @ActOnSoftware | #ActOnSW
Email Elements
•   From address
•   Subject line
•   Greeting
•   Introduction
•   Closing
•   Signature




                   www.act-on.com | @ActOnSoftware | #ActOnSW
The Traditional Sales Letter
•   Canned intro
•   All about us
•   Lengthy content
•   Don’t do it!




                      www.act-on.com | @ActOnSoftware | #ActOnSW
The Modern Email Communication
•   To the point
•   Engaging
•   Understanding
•   Bullets
•   Call to action




                     www.act-on.com | @ActOnSoftware | #ActOnSW
Mapping Content to Your Audience
• Role
   •   Decision makers – binary role, rely on management to influence the decision
   •   Influencers – research role, get their hands dirty with the details




                        www.act-on.com | @ActOnSoftware | #ActOnSW
In Action: Dynamic Email Content
                                              • Targeted
                                              • Personal
                                              • Effective




            www.act-on.com | @ActOnSoftware | #ActOnSW
Content Development
• Publishing
• Content recycling
   •   Articles / blog posts
   •   Whitepapers
   •   Case studies
   •   Videos
   •   Webinars




                          www.act-on.com | @ActOnSoftware | #ActOnSW
Content Development: What to Write About
•   Economic conditions, how you fit in
•   Value proposition
•   What you bring to the table
•   Experience




                    www.act-on.com | @ActOnSoftware | #ActOnSW
Content Development: Production
•   Webinars – interview key contacts
•   Video – product features
•   Articles – stepped process
•   Guest contributor
•   Article summary




                    www.act-on.com | @ActOnSoftware | #ActOnSW
Marketing Automation
•   Deliver a series of emails
•   Automated campaigns
•   Data gathering forms
•   List management / segmenting
•   Sales intervention
•   Lead scoring
•   CRM integration



                   www.act-on.com | @ActOnSoftware | #ActOnSW
Example: Lead Scoring
• Status                                       Category             Excellent               Okay                   Bad

   •   Small software company                Job Title         IT Director      5    System
                                                                                     Administrator   3   Sales
                                                                                                         Engineer          -4

   •   Two locations – U.S. and Asia         Location of       United           5    Hong Kong       4   Romania           -5
                                             Headquarters      States
   •   Growing globally                      Company           > 5,000          4    1,000 - 5,000   2   < 1,000           -2
                                             Size

• Target                                     Industry
                                                               Information
                                                               Technology       5    Computer
                                                                                     Software        4   Automotive        -5

   •
                                                               Services
       Large budget prospects                Budget            > 50,000         4    10,000 -        3   < 10,000          -2
                                                                                     50,000



                                                          Implicit Online Behavior                            Point Value
                             Visitor downloaded the How Do We Compare To Our Competition white paper                  5
                             Visitor browsed company website multiple times in the past 7 days.                       5

                             Visitor downloaded the Evaluation Guide.                                                 5
                             Visitor is already a lead in the sales system.                                           4

                             Visitor clicked on company's Jobs web page.                                              -5



                         www.act-on.com | @ActOnSoftware | #ActOnSW
Delivery: Timing
•   Time of day
•   Day of week
•   Time between emails
•   Duration




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Delivery: Basics
•   Spam triggers in subject line
•   No attachments
•   Limit images
•   Multiple contacts, same company
•   SPAM compliance




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Links
• Anchor text with call to action
• Location / placement




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Links
• Navigation and reporting




                  www.act-on.com | @ActOnSoftware | #ActOnSW
Message Testing
• Links




            www.act-on.com | @ActOnSoftware | #ActOnSW
Message Testing
•   Split lists
•   Timing
•   Frequency
•   Subject lines
•   Content
•   Link verbiage




                    www.act-on.com | @ActOnSoftware | #ActOnSW
Track all Activities
• Test multiple variables                          • Measure effectiveness
   •   Day/Time , Subject, Format                        •   Opens, Clicks, Opt-outs




                        www.act-on.com | @ActOnSoftware | #ActOnSW
In Closing
•   Understand your audience
•   Educate, fulfill a need
•   Build credibility
•   Develop rapport
•   Right place, right time




                   www.act-on.com | @ActOnSoftware | #ActOnSW
Contacts
• Ryan Goodin @ Diligent Brands
   773.203.0743 | ryan@diligentbrands.com | diligentbrands.com


• Janelle Johnson @ Act-On Software
   877.530.1555 | janelle.johnson@act-on.com | act-on.com




                      www.act-on.com | @ActOnSoftware | #ActOnSW
Next Steps
• Visit Act-On’s booth

• Sign up for a demo: act-on.com

• Get in touch
       Call our hotline at: 877.530.1555
       Email us: sales@act-on.com



                   www.act-on.com | @ActOnSoftware | #ActOnSW

Developing Email Campaigns that Educate and Convert

  • 1.
    Developing Email Campaignsthat Educate and Convert Join the @ActOnSoftware conversation on Twitter and discover what others are saying about us, use #ActOnSW www.act-on.com | @ActOnSoftware | #ActOnSW
  • 2.
    Today’s Presenters Ryan Goodin Janelle Johnson Owner, Diligent Brands Director, Demand Gen, Act-On Software www.act-on.com | @ActOnSoftware | #ActOnSW
  • 3.
    Old Habits DieHard • Subscriber lists • Timelines • HTML-heavy • Impersonal www.act-on.com | @ActOnSoftware | #ActOnSW
  • 4.
    The Evolution • Intelligent segmenting • Understand prospect, develop profile • Addressing specific needs • Leveraging new technology www.act-on.com | @ActOnSoftware | #ActOnSW
  • 5.
    B2B Consumers • Self-educators • Ease-of-access • Abundant information • Social networks www.act-on.com | @ActOnSoftware | #ActOnSW
  • 6.
    Drip Email Marketing • Educating over time • Subtle promotion • Developing rapport • Demonstrate expertise www.act-on.com | @ActOnSoftware | #ActOnSW
  • 7.
    Personalization: Things toAvoid • Huge lists • Poor targeting • Company-centric • Watered down www.act-on.com | @ActOnSoftware | #ActOnSW
  • 8.
    Personalization: Define YourAudience • Responsibilities? • Role? • Challenges? • Solutions? www.act-on.com | @ActOnSoftware | #ActOnSW
  • 9.
    Personalization: Define YourAudience • List development • Who you target • What message to deliver www.act-on.com | @ActOnSoftware | #ActOnSW
  • 10.
    Personalization: Segmenting • Good:Manufacturers in the Midwest • Better: CEO’s, Presidents, Owners of manufacturers in the Midwest • Best: CEO’s, Presidents, Owners of manufacturers with $10MM-$50MM in revenue, within 50 square miles of downtown Chicago www.act-on.com | @ActOnSoftware | #ActOnSW
  • 11.
    Segmentation Made Easy •Combine profile attributes • With specific observed behaviors • And within a specified time frame www.act-on.com | @ActOnSoftware | #ActOnSW
  • 12.
    Personalization: Segmenting • Rightinformation, right person, right time • Personal rapport www.act-on.com | @ActOnSoftware | #ActOnSW
  • 13.
    Crafting the Message:Series of Emails • Establish key ideas / educate • Evaluate progress • Maintain contact 35-50% of sales go to the vendor that responds first (Source: InsideSales.com) www.act-on.com | @ActOnSoftware | #ActOnSW
  • 14.
    Email Elements • Fromaddress • Subject line • Greeting www.act-on.com | @ActOnSoftware | #ActOnSW
  • 15.
    Email Elements • From address • Subject line • Greeting • Introduction • Closing • Signature www.act-on.com | @ActOnSoftware | #ActOnSW
  • 16.
    The Traditional SalesLetter • Canned intro • All about us • Lengthy content • Don’t do it! www.act-on.com | @ActOnSoftware | #ActOnSW
  • 17.
    The Modern EmailCommunication • To the point • Engaging • Understanding • Bullets • Call to action www.act-on.com | @ActOnSoftware | #ActOnSW
  • 18.
    Mapping Content toYour Audience • Role • Decision makers – binary role, rely on management to influence the decision • Influencers – research role, get their hands dirty with the details www.act-on.com | @ActOnSoftware | #ActOnSW
  • 19.
    In Action: DynamicEmail Content • Targeted • Personal • Effective www.act-on.com | @ActOnSoftware | #ActOnSW
  • 20.
    Content Development • Publishing •Content recycling • Articles / blog posts • Whitepapers • Case studies • Videos • Webinars www.act-on.com | @ActOnSoftware | #ActOnSW
  • 21.
    Content Development: Whatto Write About • Economic conditions, how you fit in • Value proposition • What you bring to the table • Experience www.act-on.com | @ActOnSoftware | #ActOnSW
  • 22.
    Content Development: Production • Webinars – interview key contacts • Video – product features • Articles – stepped process • Guest contributor • Article summary www.act-on.com | @ActOnSoftware | #ActOnSW
  • 23.
    Marketing Automation • Deliver a series of emails • Automated campaigns • Data gathering forms • List management / segmenting • Sales intervention • Lead scoring • CRM integration www.act-on.com | @ActOnSoftware | #ActOnSW
  • 24.
    Example: Lead Scoring •Status Category Excellent Okay Bad • Small software company Job Title IT Director 5 System Administrator 3 Sales Engineer -4 • Two locations – U.S. and Asia Location of United 5 Hong Kong 4 Romania -5 Headquarters States • Growing globally Company > 5,000 4 1,000 - 5,000 2 < 1,000 -2 Size • Target Industry Information Technology 5 Computer Software 4 Automotive -5 • Services Large budget prospects Budget > 50,000 4 10,000 - 3 < 10,000 -2 50,000 Implicit Online Behavior Point Value Visitor downloaded the How Do We Compare To Our Competition white paper 5 Visitor browsed company website multiple times in the past 7 days. 5 Visitor downloaded the Evaluation Guide. 5 Visitor is already a lead in the sales system. 4 Visitor clicked on company's Jobs web page. -5 www.act-on.com | @ActOnSoftware | #ActOnSW
  • 25.
    Delivery: Timing • Time of day • Day of week • Time between emails • Duration www.act-on.com | @ActOnSoftware | #ActOnSW
  • 26.
    Delivery: Basics • Spam triggers in subject line • No attachments • Limit images • Multiple contacts, same company • SPAM compliance www.act-on.com | @ActOnSoftware | #ActOnSW
  • 27.
    Links • Anchor textwith call to action • Location / placement www.act-on.com | @ActOnSoftware | #ActOnSW
  • 28.
    Links • Navigation andreporting www.act-on.com | @ActOnSoftware | #ActOnSW
  • 29.
    Message Testing • Links www.act-on.com | @ActOnSoftware | #ActOnSW
  • 30.
    Message Testing • Split lists • Timing • Frequency • Subject lines • Content • Link verbiage www.act-on.com | @ActOnSoftware | #ActOnSW
  • 31.
    Track all Activities •Test multiple variables • Measure effectiveness • Day/Time , Subject, Format • Opens, Clicks, Opt-outs www.act-on.com | @ActOnSoftware | #ActOnSW
  • 32.
    In Closing • Understand your audience • Educate, fulfill a need • Build credibility • Develop rapport • Right place, right time www.act-on.com | @ActOnSoftware | #ActOnSW
  • 33.
    Contacts • Ryan Goodin@ Diligent Brands 773.203.0743 | [email protected] | diligentbrands.com • Janelle Johnson @ Act-On Software 877.530.1555 | [email protected] | act-on.com www.act-on.com | @ActOnSoftware | #ActOnSW
  • 34.
    Next Steps • VisitAct-On’s booth • Sign up for a demo: act-on.com • Get in touch Call our hotline at: 877.530.1555 Email us: [email protected] www.act-on.com | @ActOnSoftware | #ActOnSW

Editor's Notes

  • #12 Combine profile attributes:TitleDepartmentLocationWith specific observed behaviors:Web page visitsWebinar sign-up and attendanceContent downloadedAnd within a specified time frame:1 day7 days14 days…and so on