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The Mobile Inbox 101
Content strategy and user experience lessons
to help you connect with your mobile email subscribers
Kristina Huffman, Global Practice Lead, Creative Services, ExactTarget, @krudz
Andrea Smith, Design Lead, Content Marketing & Research, ExactTarget, @andreasmith77
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results
expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be
deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other
financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any
statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our
operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any
litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our
relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our
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Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently
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based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these
forward-looking statements.
Kristina Huffman
Creative Services, ExactTarget

@krudz

Andrea Smith
Design Lead, Content Marketing & Research, ExactTarget

@andreasmith77
“Mobile email opens just reached 50% globally last
month - we are losing some clicks - we should be
optimizing our mobile email and web experiences so
they are easier to spend money on.”
“Mobile email opens just reached 50% globally last
month - we are losing some clicks - we should be
optimizing our mobile email and web experiences so
they are easier to spend money on.”
A bad mobile email experience breaks the path
to conversion
A bad mobile email experience breaks the path
to conversion
For one retailer,

76% of subscribers
had opened on mobile
at least once.
Agenda
1. Behavior of the mobile subscriber
2. Content strategy for all screens
3. Optimizing email elements for mobile
4. Testing and tracking
Stop looking at devices.
Start looking at customers.
1. Behavior of the mobile subscriber
What can we learn about
subscribers through
mobile email data?
Mobile is a barrier to clicking

Click-to-open rates for a B2C customer

Clicks

Opens

Clicks

Opens

Mobile openers
click less than
desktop openers.
Desktop

Mobile

Mobile is a barrier to clicking

Click-to-open rates for a B2C customer

Mobile openers
click less than
desktop openers.
For one retailer,

72% opened the email once.
For one retailer,

81% clicked the email once.
2. Content strategy for all screens
Choosing content
for [sm]all screens
Mobile magnifies
content.
Resist the
kitchen sink.
View mobile version
Preheader

View web version

Nav1 Nav2 Nav3 Nav4 Nav5
READ THIS! And this version.

FREE DOWNLOAD

Shop Now +
Also, buy this. And this.
Share this email
on Facebook, Twitter, Pinterest,
Google+, Tumblr. (And forward it
to all your friends.)
Ensure all clicks tie back to goals.
Be ruthless.
Mobile Success Requires Tough Choices
1.  Pull click overlays for a variety of sends from the same template
2.  Prioritize content into top three clicks
3.  Cut content that doesn’t get clicks
Designing content
for [sm]all screens
3 questions to ask for your next email…
What is the point of this email?
Why should they care?
How do they take action?

Via Alex Williams
Answer all 3 in one glance.
What?!

Why?!

How?!
Answer all 3 in one glance.
Answer all 3 in one glance.
Answer all 3 in one glance.
3. Optimizing email elements for mobile
Branding
Text
User Interface
Images
Calls to action
Video
Branding: Be flexible
Don’t design yourself into
a box; give visual flexibility
Consistent type, CTAs
and styles will hold your
brand together across
screens
Branding: Be flexible

Message, tone, and feel is your brand,
not pixel perfect rendering.
- @alexcwilliams
Text: Large for legibility
28px
RECOMMENDATION:

Headlines ≥ 28px
Body Text ≥ 17px

17px
24px
Text: Use live text
People click without opening (especially on Android)
UI: Use conventions

“The most beautiful toilet sign is useless if
men constantly walk into the ladies’ room”
- Oliver Reichenstein
UI: Make calls-to-action stand out
with color, whitespace, placement

Protip: Color doesn’t matter. Whatever stands out gets clicked.
winner

Vs.
Images: Use them. Don’t hide them.
Images: Use them. Don’t hide them.
Images: Accommodate retina

Good: CSS buttons
Bad: Fuzzy
image-based
button
Images: Rethink borders:
the device is the container

Border-mania!
Video: view times are longer on mobile
Video-based content can lower the barrier to click on mobile.
(Embed it on the landing page to be closer to conversion opportunities)

Tablet

2:59

Phone

Desktop

ExactTarget.com Blog video content – average viewing duration by device

2:50

2:09
“Most of us lead busy but undisciplined lives. We have
ever-expanding ‘to do’ lists, trying to build momentum by
doing, doing, doing—and doing more. And it rarely works.

Those who built the good-to-great
companies, however, made as much
use of ‘stop doing’ lists as ‘to do’ lists.”
- Jim Collins
Mobile Email #StopDoingList
⤫  Stop using the “view on mobile” link
⤫  Stop redesigning the button/link styles every email
⤫  Stop cramming content above the fold
⤫  Stop panicking about new devices and technologies
4. Testing and Tracking
It’s not a simple AB test

A
Opens !

!

Clicks !
Conversions

B
Opens
Clicks
Conversions !
Data Inputs for Designers
1. Your email client market share
Litmus Analytics and website analytics – ensure workflow and layout/code align
2. New devices/technologies in market
Priority Inbox, Z10, Gmail tabs… selectively freak out
3. Clicks by device
Are mobile clicks underperforming? Should we adjust?
4. Click overlays
Did they click where I designed them to?
5. Conversions
How close was I to meeting our goals?
3rd Party Promo

Rate and Review

Abandoned Cart

Click overlays
Did they click where I designed them to?
Newsletter
Three lessons on
testing design
1
If you have a large dormant audience;
test with new subscribers.
They haven’t been tainted by your emails;
the dormant audience is masking the true
impact of improvements.

engaged

unengaged
2
Responsive design may not work on the first try.
Change occurs over time.
Re-train subscribers to see your emails [and website] as usable on mobile.
3
Measure money, not clicks.
Responsive emails sometimes
lose on opens and clicks, but make
more money.

A
Opens !
Clicks !
Conversions

B
Opens
Clicks
Conversions !
Adopting mobile first
Do what’s best.
Start now.
Define goals:
•  Branding
•  Performance
•  Production Efficiencies
Pick a small
team to pilot
a responsive
email…
1. Wireframe
mobile first
2. Design
mobile first
3. Code
mobile first
Launch &
Repeat

Iterative testing is key!
Summary
1.  Know your audience.
2.  Develop a content strategy that
respects all environments.
3.  Optimize email elements for a
mobile first user experience.
4.  Identify goals and a pilot team to
test and track mobile optimization.

Mobile email optimization
is a long-term investment
in the user experience.
Kristina Huffman

Andrea Smith

Global Practice Lead, Creative Services
ExactTarget
@krudz

Design Lead, Content Marketing & Research
ExactTarget
@andreasmith77

Resources / downloads at:
pages.exacttarget.com/ETDesign
We want to hear
from YOU!
Please take a moment to complete our
session survey
Surveys can be found in the “My Agenda”
portion of the Dreamforce app
Dreamforce | ExactTarget Marketing Cloud: The Mobile Inbox 101

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Dreamforce | ExactTarget Marketing Cloud: The Mobile Inbox 101

  • 1. The Mobile Inbox 101 Content strategy and user experience lessons to help you connect with your mobile email subscribers Kristina Huffman, Global Practice Lead, Creative Services, ExactTarget, @krudz Andrea Smith, Design Lead, Content Marketing & Research, ExactTarget, @andreasmith77
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Kristina Huffman Creative Services, ExactTarget @krudz Andrea Smith Design Lead, Content Marketing & Research, ExactTarget @andreasmith77
  • 4. “Mobile email opens just reached 50% globally last month - we are losing some clicks - we should be optimizing our mobile email and web experiences so they are easier to spend money on.”
  • 5. “Mobile email opens just reached 50% globally last month - we are losing some clicks - we should be optimizing our mobile email and web experiences so they are easier to spend money on.”
  • 6. A bad mobile email experience breaks the path to conversion
  • 7. A bad mobile email experience breaks the path to conversion
  • 8. For one retailer, 76% of subscribers had opened on mobile at least once.
  • 9.
  • 10. Agenda 1. Behavior of the mobile subscriber 2. Content strategy for all screens 3. Optimizing email elements for mobile 4. Testing and tracking
  • 11. Stop looking at devices. Start looking at customers.
  • 12. 1. Behavior of the mobile subscriber
  • 13. What can we learn about subscribers through mobile email data?
  • 14.
  • 15.
  • 16. Mobile is a barrier to clicking Click-to-open rates for a B2C customer Clicks Opens Clicks Opens Mobile openers click less than desktop openers.
  • 17. Desktop Mobile Mobile is a barrier to clicking Click-to-open rates for a B2C customer Mobile openers click less than desktop openers.
  • 18. For one retailer, 72% opened the email once.
  • 19. For one retailer, 81% clicked the email once.
  • 20.
  • 21. 2. Content strategy for all screens
  • 24.
  • 25. Resist the kitchen sink. View mobile version Preheader View web version Nav1 Nav2 Nav3 Nav4 Nav5 READ THIS! And this version. FREE DOWNLOAD Shop Now + Also, buy this. And this. Share this email on Facebook, Twitter, Pinterest, Google+, Tumblr. (And forward it to all your friends.)
  • 26. Ensure all clicks tie back to goals. Be ruthless.
  • 27. Mobile Success Requires Tough Choices 1.  Pull click overlays for a variety of sends from the same template 2.  Prioritize content into top three clicks 3.  Cut content that doesn’t get clicks
  • 29. 3 questions to ask for your next email… What is the point of this email? Why should they care? How do they take action? Via Alex Williams
  • 30. Answer all 3 in one glance. What?! Why?! How?!
  • 31. Answer all 3 in one glance.
  • 32. Answer all 3 in one glance.
  • 33. Answer all 3 in one glance.
  • 34. 3. Optimizing email elements for mobile
  • 36. Branding: Be flexible Don’t design yourself into a box; give visual flexibility Consistent type, CTAs and styles will hold your brand together across screens
  • 37. Branding: Be flexible Message, tone, and feel is your brand, not pixel perfect rendering. - @alexcwilliams
  • 38. Text: Large for legibility 28px RECOMMENDATION: Headlines ≥ 28px Body Text ≥ 17px 17px 24px
  • 39. Text: Use live text People click without opening (especially on Android)
  • 40. UI: Use conventions “The most beautiful toilet sign is useless if men constantly walk into the ladies’ room” - Oliver Reichenstein
  • 41. UI: Make calls-to-action stand out with color, whitespace, placement Protip: Color doesn’t matter. Whatever stands out gets clicked. winner Vs.
  • 42. Images: Use them. Don’t hide them.
  • 43. Images: Use them. Don’t hide them.
  • 44. Images: Accommodate retina Good: CSS buttons Bad: Fuzzy image-based button
  • 45. Images: Rethink borders: the device is the container Border-mania!
  • 46. Video: view times are longer on mobile Video-based content can lower the barrier to click on mobile. (Embed it on the landing page to be closer to conversion opportunities) Tablet 2:59 Phone Desktop ExactTarget.com Blog video content – average viewing duration by device 2:50 2:09
  • 47. “Most of us lead busy but undisciplined lives. We have ever-expanding ‘to do’ lists, trying to build momentum by doing, doing, doing—and doing more. And it rarely works. Those who built the good-to-great companies, however, made as much use of ‘stop doing’ lists as ‘to do’ lists.” - Jim Collins
  • 48. Mobile Email #StopDoingList ⤫  Stop using the “view on mobile” link ⤫  Stop redesigning the button/link styles every email ⤫  Stop cramming content above the fold ⤫  Stop panicking about new devices and technologies
  • 49. 4. Testing and Tracking
  • 50. It’s not a simple AB test A Opens ! ! Clicks ! Conversions B Opens Clicks Conversions !
  • 51. Data Inputs for Designers 1. Your email client market share Litmus Analytics and website analytics – ensure workflow and layout/code align 2. New devices/technologies in market Priority Inbox, Z10, Gmail tabs… selectively freak out 3. Clicks by device Are mobile clicks underperforming? Should we adjust? 4. Click overlays Did they click where I designed them to? 5. Conversions How close was I to meeting our goals?
  • 52. 3rd Party Promo Rate and Review Abandoned Cart Click overlays Did they click where I designed them to? Newsletter
  • 54. 1 If you have a large dormant audience; test with new subscribers. They haven’t been tainted by your emails; the dormant audience is masking the true impact of improvements. engaged unengaged
  • 55. 2 Responsive design may not work on the first try. Change occurs over time. Re-train subscribers to see your emails [and website] as usable on mobile.
  • 56. 3 Measure money, not clicks. Responsive emails sometimes lose on opens and clicks, but make more money. A Opens ! Clicks ! Conversions B Opens Clicks Conversions !
  • 58. Do what’s best. Start now. Define goals: •  Branding •  Performance •  Production Efficiencies
  • 59. Pick a small team to pilot a responsive email…
  • 64. Summary 1.  Know your audience. 2.  Develop a content strategy that respects all environments. 3.  Optimize email elements for a mobile first user experience. 4.  Identify goals and a pilot team to test and track mobile optimization. Mobile email optimization is a long-term investment in the user experience.
  • 65. Kristina Huffman Andrea Smith Global Practice Lead, Creative Services ExactTarget @krudz Design Lead, Content Marketing & Research ExactTarget @andreasmith77 Resources / downloads at: pages.exacttarget.com/ETDesign
  • 66. We want to hear from YOU! Please take a moment to complete our session survey Surveys can be found in the “My Agenda” portion of the Dreamforce app