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Where did that gift come from?
Attributing multi-channel gifts
#attribution
Angela Struebing
The Lukens Company
Amy Katherine Radick
Art Institute of Chicago
Philadelphia Museum of Art / February 14, 2013
attribution 101
Where did that gift come from? #attribution
• What is attribution?
• Various methods
• “In theory”
• Art Institute of Chicago
Case Study
• Best Practices for
Multi-channel
campaigns
3
web ads
your website
teleseminars/
webinars
direct mail
email
blogs
broadcast media
pr
print ads
social media sites
videos
mobile
telemarketing
outdooradvertising
Where did that gift come from?
Attributing multi-channel gifts
Where did that gift come from? #attribution
According to Webster…
1.to regard as resulting from a specified cause; consider as caused by something
indicated (usually followed by to): She attributed his bad temper to ill health.
2.to consider as a quality or characteristic of the person, thing, group, etc., indicated:
He attributed intelligence to his colleagues.
3.to consider as made by the one indicated, especially with strong evidence but in the
absence of conclusive proof: to attribute a painting to an artist.
4.to regard as produced by or originating in the time, period, place, etc., indicated; credit;
assign: to attribute a work to a particular period
4
at·tri·but·tion [v. a-truh-byoot-shun]
Where did that gift come from? #attribution
Why does it matter?
• Prospects don’t see a single message
• There are multiple channels to devote
resources to
• Each channel has different metrics
($, emails, sign-ups, etc.)
• Lifetime Value of Donors
• Channel decay
5
Where did that gift come from? #attribution
60 days 30 days 2 weeks 1 week
mail
digital ads
phone
email
Response Decay
Where did that gift come from? #attribution
Choose your own adventure
email
mail
telemarketing ads
email
mail
telemarketing
email
ads
7
Where did that gift come from? #attribution
Neither factor in organic joins
Neither gives credit to marketing touches (no ROI tied to ads)
Neither allows for fractional allocation for multiple touches
Current Practices
Confirmed Response – using mail/promo
codes to assign channel (i.e. mail, phone,
lobby, email, online)
• Only get results when reply device is used,
email links are clicked or ad landing pages
are completed
• Lots of unidentified responses
Matchback – when no code is present, we
match respondent data with outgoing
messages
• Fewer unknown respondents
• Follow-ups are most likely given undue
credit
8
Where did that gift come from? #attribution
• First Touch/Last Touch – whatever the first
or last channel of outward communication
was with the respondent receives 100%
credit for donation
• Linear – each touchpoint in the
conversion path shares credit for the
donation
• Tiered– the touchpoints closest in time to
the donation get most of the credit
• Position Based – more weight is given to
the first and last touchpoints with
midstream touchpoints marginalized
9
Fractional Allocation
Where did that gift come from? #attribution
10
Mail Email Phone Email 2 Cookie Ad
First Touch $100.00 – – – –
Fractional Allocation $17.00 $18.60 $20.00 $20.90 $23.00
Weighted Allocation $15.64 $13.59 $39.85 $15.17 $15.75
One big math problem
Where did that gift come from? #attribution
• Drop date*, not in home
• Doesn't include multis
• Could have received multiple display
impressions (7-8 recommended)
• Doesn’t account for varying tail lengths
• Still doesn’t factor in organic donations
11
Mail Email Phone Email 2 Cookie Ad Donation
$100
3/18/13* 3/27/13 4/1/13 4/3/13 3/18-4/12/13 4/10/13
Frequency 1 1 1 1 1
Recency 0.5 0.6 0.7 0.8 1
Weighting 1.5 1.6 1.7 1.8 2 8.6
Attribution 17% 18.6% 20% 20.9% 23%
Allocation $17 $18.6 $20 $20.9 $23 $100
based on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframe
Taking it a step further with weights
Where did that gift come from? #attribution
There is a better way
12
membership purchase
control mail email cookies facebook
Philadelphia Museum of Art / February 14, 2013
multi-channel attribution
Where did that gift come from? #attribution
	
  
14
Multi-channel AttributionControl Groups
• No Touch – randomly selected targets
withheld from all direct touches
• Single Touch – randomly selected targets
given a single touchpoint (i.e. mail, email,
Facebook Custom Audiences, Cookie
Matches, phone)
Bucket Test
• Multi Touch – combination touchpoints (i.e.
mail and email) to test if effects are
additive versus multiplicative compared to
the control
*For  best  results,  no  other  correspondence  
should  be  directed  to  these  audiences  for  
60  days  after  the  mailing!
Where did that gift come from? #attribution
15
Channel Weights
Mail Email Phone Cookie Ad
Single Touch Response Rates 1.25% 0.40% 8% 0.10%
Control (organic) 0.09% 0.09% 0.09% 0.09%
Difference* 1.16% 0.31% 7.91% 0.01%
Weight 0.49 0.13 3.37 0.004
*collective difference 2.35%
Where did that gift come from? #attribution
	
  
16
Mail Email Phone Email 2 Cookie Ad Donation
$100
3/18/13* 3/27/2013 4/1/2013 4/3/2013 3/18-4/12/13 4/10/2013
Frequency 1 1 1 1 1
Recency 0.5 0.6 0.7 0.8 1
Attribution Weight 0.49 0.13 3.37 0.13 0.004
Adjusted Weighting 1.99 1.73 5.07 1.93 2.004 12.724
Adjusted Attribution 15.64% 13.60% 39.85% 15.17% 15.75%
Allocation $15.64 $13.59 $39.85 $15.17 $15.75 $100
Putting it all together
Where did that gift come from? #attribution
	
  
17
Mail Email Phone Email 2 Cookie Ad
First Touch $100.00 – – – –
Fractional Allocation $17.00 $18.60 $20.00 $20.90 $23.00
Weighted Allocation $15.64 $13.59 $39.85 $15.17 $15.75
Complete Dashboard
Where did that gift come from? #attribution
18
Reduce Mail Quality
Maintain email, already
contacting everybody
Increase phone contacts
Eliminate cookies
Need  to  make  investment  decisions  based  
on  right  combination  of  touchpoints.  
52%
14%
33%
1%
Mail
Email
Phone
Cookie Ads
Channel Attributed Revenue
66%
5%
20%
9%
Mail
Email
Phone
Cookie Ads
Channel Expenditures
What does all this mean?
Philadelphia Museum of Art / February 14, 2013
art institute of chicago case study
Where did that gift come from? #attribution
	
  
March Lapsed Campaign
Tested in Deep (60+ months) and
Recent (12 months) Lapsed Segments.
Split into the following segments:
1. Control (no contact)
2. Direct Mail
3. Email
4. Facebook Advertising
5. Cookie Matching
6. Telemarketing
Bucket tests to see if lift is greater than
the sum of their parts:
1. Direct Mail and Telemarketing
2. Direct Mail and Cookie Matching
20
Art Institute of Chicago Case Study
Where did that gift come from? #attribution
Art Institute of Chicago Case Study
Where did that gift come from? #attribution
22
Art Institute of Chicago Case Study
Direct  mail
Where did that gift come from? #attribution
23
Art Institute of Chicago Case Study
Short  form
Email  template
Where did that gift come from? #attribution
	
  
24
Art Institute of Chicago Case Study
Display  and  
Facebook  Ads
Where did that gift come from? #attribution
• Withholding prospects during testing
• Some organic donations will be made no
matter what
• Still need to look at campaign results “the
old fashioned way”
• Will need to update model yearly as
communication preferences change
• SPAM and digital privacy issues will make
online communications tougher
• Don’t know which people are particular
channel responsive
• Additional channels complicate the
equation
• Need a sophisticated data warehouse and
tracking system in place
• Ability to act on the information
• What specific issues did AIC have to
confront?
25
Considerations
Art Institute of Chicago Case Study
email
Where did that gift come from? #attribution
Noise
26
tv
phone
facebook
onsite
twitter
ads
outdoor advertising
search ads
Where did that gift come from? #attribution
	
  
Best Practices for Multi-Channel Campaigns
• Creative should match across channels
• Offer should match
• Fewer clicks the better
• Contact people as many times as possible
until diminishing returns (or opt-outs)
• Analytics as part of planning process (not
an afterthought)
• Coding is Queen
27
Where did that gift come from? #attribution
Evaluate This Session!
Each entry is a chance to win an NTEN engraved iPad!
or Online using #attribution
at www.nten.org/ntc/eval
Questions??
Angela Struebing
The Lukens Company
703-845-8484
angela@thelukenscompany.com
Amy Katherine Radick
Art Institute of Chicago
312-443-3116
aradick@artic.edu

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How to attribute multi-channel donations

  • 1. Where did that gift come from? Attributing multi-channel gifts #attribution Angela Struebing The Lukens Company Amy Katherine Radick Art Institute of Chicago
  • 2. Philadelphia Museum of Art / February 14, 2013 attribution 101
  • 3. Where did that gift come from? #attribution • What is attribution? • Various methods • “In theory” • Art Institute of Chicago Case Study • Best Practices for Multi-channel campaigns 3 web ads your website teleseminars/ webinars direct mail email blogs broadcast media pr print ads social media sites videos mobile telemarketing outdooradvertising Where did that gift come from? Attributing multi-channel gifts
  • 4. Where did that gift come from? #attribution According to Webster… 1.to regard as resulting from a specified cause; consider as caused by something indicated (usually followed by to): She attributed his bad temper to ill health. 2.to consider as a quality or characteristic of the person, thing, group, etc., indicated: He attributed intelligence to his colleagues. 3.to consider as made by the one indicated, especially with strong evidence but in the absence of conclusive proof: to attribute a painting to an artist. 4.to regard as produced by or originating in the time, period, place, etc., indicated; credit; assign: to attribute a work to a particular period 4 at·tri·but·tion [v. a-truh-byoot-shun]
  • 5. Where did that gift come from? #attribution Why does it matter? • Prospects don’t see a single message • There are multiple channels to devote resources to • Each channel has different metrics ($, emails, sign-ups, etc.) • Lifetime Value of Donors • Channel decay 5
  • 6. Where did that gift come from? #attribution 60 days 30 days 2 weeks 1 week mail digital ads phone email Response Decay
  • 7. Where did that gift come from? #attribution Choose your own adventure email mail telemarketing ads email mail telemarketing email ads 7
  • 8. Where did that gift come from? #attribution Neither factor in organic joins Neither gives credit to marketing touches (no ROI tied to ads) Neither allows for fractional allocation for multiple touches Current Practices Confirmed Response – using mail/promo codes to assign channel (i.e. mail, phone, lobby, email, online) • Only get results when reply device is used, email links are clicked or ad landing pages are completed • Lots of unidentified responses Matchback – when no code is present, we match respondent data with outgoing messages • Fewer unknown respondents • Follow-ups are most likely given undue credit 8
  • 9. Where did that gift come from? #attribution • First Touch/Last Touch – whatever the first or last channel of outward communication was with the respondent receives 100% credit for donation • Linear – each touchpoint in the conversion path shares credit for the donation • Tiered– the touchpoints closest in time to the donation get most of the credit • Position Based – more weight is given to the first and last touchpoints with midstream touchpoints marginalized 9 Fractional Allocation
  • 10. Where did that gift come from? #attribution 10 Mail Email Phone Email 2 Cookie Ad First Touch $100.00 – – – – Fractional Allocation $17.00 $18.60 $20.00 $20.90 $23.00 Weighted Allocation $15.64 $13.59 $39.85 $15.17 $15.75 One big math problem
  • 11. Where did that gift come from? #attribution • Drop date*, not in home • Doesn't include multis • Could have received multiple display impressions (7-8 recommended) • Doesn’t account for varying tail lengths • Still doesn’t factor in organic donations 11 Mail Email Phone Email 2 Cookie Ad Donation $100 3/18/13* 3/27/13 4/1/13 4/3/13 3/18-4/12/13 4/10/13 Frequency 1 1 1 1 1 Recency 0.5 0.6 0.7 0.8 1 Weighting 1.5 1.6 1.7 1.8 2 8.6 Attribution 17% 18.6% 20% 20.9% 23% Allocation $17 $18.6 $20 $20.9 $23 $100 based on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframebased on 1 month shortened timeframe Taking it a step further with weights
  • 12. Where did that gift come from? #attribution There is a better way 12 membership purchase control mail email cookies facebook
  • 13. Philadelphia Museum of Art / February 14, 2013 multi-channel attribution
  • 14. Where did that gift come from? #attribution   14 Multi-channel AttributionControl Groups • No Touch – randomly selected targets withheld from all direct touches • Single Touch – randomly selected targets given a single touchpoint (i.e. mail, email, Facebook Custom Audiences, Cookie Matches, phone) Bucket Test • Multi Touch – combination touchpoints (i.e. mail and email) to test if effects are additive versus multiplicative compared to the control *For  best  results,  no  other  correspondence   should  be  directed  to  these  audiences  for   60  days  after  the  mailing!
  • 15. Where did that gift come from? #attribution 15 Channel Weights Mail Email Phone Cookie Ad Single Touch Response Rates 1.25% 0.40% 8% 0.10% Control (organic) 0.09% 0.09% 0.09% 0.09% Difference* 1.16% 0.31% 7.91% 0.01% Weight 0.49 0.13 3.37 0.004 *collective difference 2.35%
  • 16. Where did that gift come from? #attribution   16 Mail Email Phone Email 2 Cookie Ad Donation $100 3/18/13* 3/27/2013 4/1/2013 4/3/2013 3/18-4/12/13 4/10/2013 Frequency 1 1 1 1 1 Recency 0.5 0.6 0.7 0.8 1 Attribution Weight 0.49 0.13 3.37 0.13 0.004 Adjusted Weighting 1.99 1.73 5.07 1.93 2.004 12.724 Adjusted Attribution 15.64% 13.60% 39.85% 15.17% 15.75% Allocation $15.64 $13.59 $39.85 $15.17 $15.75 $100 Putting it all together
  • 17. Where did that gift come from? #attribution   17 Mail Email Phone Email 2 Cookie Ad First Touch $100.00 – – – – Fractional Allocation $17.00 $18.60 $20.00 $20.90 $23.00 Weighted Allocation $15.64 $13.59 $39.85 $15.17 $15.75 Complete Dashboard
  • 18. Where did that gift come from? #attribution 18 Reduce Mail Quality Maintain email, already contacting everybody Increase phone contacts Eliminate cookies Need  to  make  investment  decisions  based   on  right  combination  of  touchpoints.   52% 14% 33% 1% Mail Email Phone Cookie Ads Channel Attributed Revenue 66% 5% 20% 9% Mail Email Phone Cookie Ads Channel Expenditures What does all this mean?
  • 19. Philadelphia Museum of Art / February 14, 2013 art institute of chicago case study
  • 20. Where did that gift come from? #attribution   March Lapsed Campaign Tested in Deep (60+ months) and Recent (12 months) Lapsed Segments. Split into the following segments: 1. Control (no contact) 2. Direct Mail 3. Email 4. Facebook Advertising 5. Cookie Matching 6. Telemarketing Bucket tests to see if lift is greater than the sum of their parts: 1. Direct Mail and Telemarketing 2. Direct Mail and Cookie Matching 20 Art Institute of Chicago Case Study
  • 21. Where did that gift come from? #attribution Art Institute of Chicago Case Study
  • 22. Where did that gift come from? #attribution 22 Art Institute of Chicago Case Study Direct  mail
  • 23. Where did that gift come from? #attribution 23 Art Institute of Chicago Case Study Short  form Email  template
  • 24. Where did that gift come from? #attribution   24 Art Institute of Chicago Case Study Display  and   Facebook  Ads
  • 25. Where did that gift come from? #attribution • Withholding prospects during testing • Some organic donations will be made no matter what • Still need to look at campaign results “the old fashioned way” • Will need to update model yearly as communication preferences change • SPAM and digital privacy issues will make online communications tougher • Don’t know which people are particular channel responsive • Additional channels complicate the equation • Need a sophisticated data warehouse and tracking system in place • Ability to act on the information • What specific issues did AIC have to confront? 25 Considerations Art Institute of Chicago Case Study
  • 26. email Where did that gift come from? #attribution Noise 26 tv phone facebook onsite twitter ads outdoor advertising search ads
  • 27. Where did that gift come from? #attribution   Best Practices for Multi-Channel Campaigns • Creative should match across channels • Offer should match • Fewer clicks the better • Contact people as many times as possible until diminishing returns (or opt-outs) • Analytics as part of planning process (not an afterthought) • Coding is Queen 27
  • 28. Where did that gift come from? #attribution Evaluate This Session! Each entry is a chance to win an NTEN engraved iPad! or Online using #attribution at www.nten.org/ntc/eval Questions?? Angela Struebing The Lukens Company 703-845-8484 angela@thelukenscompany.com Amy Katherine Radick Art Institute of Chicago 312-443-3116 aradick@artic.edu