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OnlinetoOfflineMeasurement:
CallTrackingandBeyond
2
YMARKETINGEXPERTISE
MEASUREMENT&ANALYTICS
RESEARCH&STRATEGY
SEARCHENGINEMARKETING
MEDIAPLANNING&BUYING
SOCIALMEDIAMARKETING
CONTENTMARKETING
MOBILEMARKETING
USEREXPERIENCE&DESIGN
CRM&EMAIL
TECHNOLOGY&DEVELOPMENT
3
UNDERPANTS GNOMES
Anyone remember this business?
4
GNOMES BUSINESS MODEL
5
QUESTION?
“Why do most companies that
I speak with not have a clear
online to offline measurement
plan in place?”
-Myself
6
ANSWER!
For most companies, this is a
complete change in culture,
process, and accountability…
much easier said than done.
OFFLINE TO ONLINE MEASUREMENT:
CALL TRACKING AND BEYOND
OCMA
8
Smartphone Adoption in America
The Value of Phone Leads
Call Tracking Technology
CRM Integration
New Call Tracking Features
Call Data for Better Management and Reporting
Use Case
PRESENTATION OVERVIEW
1.0
2.0
3.0
4.0
5.0
6.0
7.0
SMART PHONES:
MORE THAN JUST SELFIES?
OCMA
10
U.S. SMARTPHONE ADOPTION
190,450	
  
213,840	
  
239,200	
  
261,000	
   276,000	
  
2013	
   2014	
   2015	
   2016	
   2017	
  
Smartphone	
  
63%	
  
72%	
  
80%	
   87%	
   92%	
  
Share	
  of	
  Mobile	
  
64%
of Americans own
smartphones today.
276 MILLION
smartphones in the
U.S. by 2017.
92%
of all mobile phones
will be smartphones
in 2017.
Source: BIA Kelsey (2013)
11
Search	
  
• 50%	
  of	
  all	
  
searches	
  are	
  
now	
  on	
  mobile	
  
devices.	
  	
  
Social	
  
• 71%	
  of	
  users	
  
access	
  social	
  
media	
  from	
  a	
  
mobile	
  device.	
  	
  
eMail	
  
• 65%	
  of	
  all	
  email	
  
in	
  the	
  U.S.	
  gets	
  
opened	
  on	
  a	
  
mobile	
  device.	
  	
  
Web	
  &	
  Video	
  
• U.S.	
  adults	
  
spend	
  34	
  hours	
  
a	
  month	
  
browsing	
  
Internet	
  on	
  
mobile	
  devices	
  
vs.	
  27	
  hours	
  on	
  
PCs.	
  
TV	
  
• 84%	
  use	
  their	
  
mobile	
  devices	
  
while	
  watching	
  
TV.	
  	
  
Print,	
  Radio	
  	
  	
  	
  
&	
  DM	
  
• 91%	
  have	
  
mobile	
  devices	
  
within	
  arm’s	
  
reach	
  24/7.	
  	
  
IMPACT ON MARKETING CHANNELS
Source: Merkle/RKG, 2015, Adobe, 2013, Movable Ink, 2013, Nielsen, 2014
12
GOOGLE SEARCH: DEVICE PROJECTIONS
•  Mobile began to
surpass Desktop
queries in Q2
2014
•  Google expects
this trend to
continue
13
GOOGLE SEARCH: DEVICE PROJECTIONS
•  Another look at the
projected increase in
Mobile traffic
according to Google
•  It inversely mirrors
previous data
PHONE LEADS VS. WEB LEADS
OCMA
15
MORE CALLS IS GREAT NEWS
•  66% of sales managers
rate phone leads as
good or excellent, more
than any other lead type
•  Calls convert to revenue
10x more than web
clicks
•  It’s why U.S. business
spend $68 billion a
year on ads to drive
calls
Source: BIA/Kelsey (2013)
38.4% 38.7%
26.1% 28.7%
19.2% 15.8%
28.0%
19.5%
28.0%
15.0%
9.5%
9.7%
66.4%
58.2%
54.1%
43.7%
28.7%
25.5%
Good Excellent
16
The	
  Eme	
  when	
  you	
  
acEvely	
  looked	
  and	
  
researched	
  your	
  
purchase.	
  
30%
52%
62%
40%
HIGH PURCHASE INTENT
• Marketers that don’t
make it easy for
consumers to call will
lose out to
competitors
• 47% of mobile
searchers said they
would “explore other
brands” if they didn’t
quickly find phone
numbers
Percent who find it extremely/very important to be able to call the
business during each phase of decision-making
Source: Google (2013)
InspiraEon	
   Research	
   Purchase	
   Post	
  
The	
  Eme	
  when	
  
you	
  realized	
  you	
  
needed	
  to	
  
purchase.	
  
The	
  Eme	
  when	
  you	
  
purchased.	
  
Any	
  behavior	
  you	
  
may	
  have	
  
parEcipated	
  in	
  
aPer	
  you	
  
purchase.	
  
17
CLICK TO CALL VS. WEB FORMS
Which is easier?
OR
18
CLICK TO CALL VS. WEB FORMS
Is mobile click-to-call posed to
replace mobile websites?
Which is easier?
CALL TRACKING TECHNOLOGY
OCMA
20
MAJOR PLAYERS
21
CALL TRACKING ATTRIBUTION
22
INSIGHTS PROVIDED
•  Channel Source
•  Campaign Source
•  Last URL Clicked
•  Call Location
•  Incoming Number
•  Call Duration
•  Date
•  Time of Day
•  Call Recordings
•  Keywords
•  Raw Search Terms
23
CALL ATTRIBUTION FOR SEARCH
24
CALL ATTRIBUTION FOR SEARCH
•  Track each call back
to the keyword
search, ad, and
website that drove it
•  Optimize campaigns
for what’s driving
calls
•  Get credit for every
call and sale
25
CALL ATTRIBUTION FOR EMAIL
CRM INTEGRATION
OCMA
27
TRACK CALLS THROUGH THE FUNNEL
•  Integrate call data and
web data in your CRM
to follow leads from
content through the
sales cycle to revenue.
•  Prove ROI by proving
how every marketing
channel is generating
revenue.
28
CUSTOMER LIFECYCLE TRACKING
1 2 3 4 5 6
User performs
keyword search
on mobile device.
User clicks-to-call
from search
results or your
website.
Track calls and click
IDs in call analytics
and bid management
platforms for real-time
attribution.
Automatically create
and populate CRM
records for new
phone leads; track
through to a sale.
See which keywords
drove calls vs. clicks
(and sales!) in
DoubleClick or other
bid management
platform.
Optimize for the
keywords that are
driving calls and
revenue.
NEW FEATURES
OCMA
30
SETTING EXPECTATIONS
New features come out all time.
Testing can feel like the wild, wild west.
31
TAKE ADVANTAGE OF CALL EXTENSIONS
Google call extensions drive billions of
calls each month.
Failing to track these callers
creates a critical blind spot.
Eliminate this blind spot with accurate
keyword-level call attribution for Google
call extensions.
•  70% of searchers call
directly from ads
•  Ads with call
extension see 8%
higher CTR
32
DISPLAY MULTIPLE CALL TRACKING NUMBERS
How Multi-location
Call Tracking Works
•  Website lists unique
phone numbers for
different stores, offices,
or services on the same
web page
•  SourceTrak displays
unique, trackable
numbers for each one
•  Calls to any number are
attributed to the right
marketing source and
routed to the correct
location
33
MULTIPLE DOMAIN TRACKING
The same trackable phone number follows a lead as they browse back and
forth from your main website to any special landing pages or microsites.
MORE DATA =
BETTER MANAGEMENT & REPORTING
OCMA
35
BETTER MANAGEMENT
36
DIGITAL INTELLIGENCE
All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14)
DATA VISUALIZATION
37
DIGITAL INTELLIGENCE
All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14)
DATA VISUALIZATION
38
DIGITAL INTELLIGENCE
All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14)
DATA VISUALIZATION
39
DIGITAL INTELLIGENCE
All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14)
DATA VISUALIZATION
USE CASE
OCMA
41
YAMAHA NEW TRACKING METHODOGY
•  Paid Search Location Extensions
•  Dialogtech Landing Page Phone Tracking
•  Google’s “In-store Conversion Tracking” (Beta)
42
#1: PAID SEARCH LOCATION EXTENSIONS
Added all Yamaha dealership locations to our PPC
campaigns… so now Google attempts to serve up
the nearest dealership contact info in search results
Mobile Desktop
43
Measure how many Google searches led to “Get Directions” – indicating a map
has been pulled up on the user’s device, another valuable close-to-sale action
#1: PAID SEARCH LOCATION EXTENSIONS
44
#2: MONGOOSE PHONE TRACKING
•  Replaced dealership
phone number with
rotating bank of dynamic
toll-free numbers
•  Tracks number of calls
made from desktop,
“dealer locates” and
mobile click-to-call
•  Calls automatically re-
directed to dealership
main phone number, so
no change in customer
experience
45
#3: IN-STORE CONVERSION TRACKING
•  Approved to take part in a Google Beat
Test where In-store Conversion Tracking
Links will be enabled in Paid Search ads
•  This links will allow identification of
searchers that visited a dealership
within 30 days of their query
•  Tracking available even if the user did
NOT submit online or via a phone lead
•  Dealership locations upload into Google’s
location system
46
#3: IN-STORE CONVERSION TRACKING
•  Google creates geo-fence around all
dealership buildings
•  Google determines a store visit based
on user proximity to the dealership location
on Google Maps from users that have
Location History activated on their Apple
or Android smart phones
•  This tracking pulls in all paid search ad
clicks across all devices (smart phones,
tablets and desktops) and across all
campaign types
47
YAMAHA TOTAL LEADS
Total Online Form + Call Leads Per Month
TAKEAWAYS
OCMA
49
•  Centralized call center – if possible
―  More Visibility
―  Manage the sale
―  Don’t rely solely on location manager
•  Platform integration
―  CRM
―  BMP
―  Tie back to sales
•  Utilize a call tracking vendor, have your agency evaluate the right fit
•  Test which features work best for your business (not all of them will!)
SUMMARY
50
DON’T FOLLOW GNOMES BUSINESS MODEL
THANK YOU!
Paul Velten
paul.velten@ymarketing.com
m: 323.803.9594

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ymarketing online to offline measurement - call tracking and beyond

  • 5. 5 QUESTION? “Why do most companies that I speak with not have a clear online to offline measurement plan in place?” -Myself
  • 6. 6 ANSWER! For most companies, this is a complete change in culture, process, and accountability… much easier said than done.
  • 7. OFFLINE TO ONLINE MEASUREMENT: CALL TRACKING AND BEYOND OCMA
  • 8. 8 Smartphone Adoption in America The Value of Phone Leads Call Tracking Technology CRM Integration New Call Tracking Features Call Data for Better Management and Reporting Use Case PRESENTATION OVERVIEW 1.0 2.0 3.0 4.0 5.0 6.0 7.0
  • 9. SMART PHONES: MORE THAN JUST SELFIES? OCMA
  • 10. 10 U.S. SMARTPHONE ADOPTION 190,450   213,840   239,200   261,000   276,000   2013   2014   2015   2016   2017   Smartphone   63%   72%   80%   87%   92%   Share  of  Mobile   64% of Americans own smartphones today. 276 MILLION smartphones in the U.S. by 2017. 92% of all mobile phones will be smartphones in 2017. Source: BIA Kelsey (2013)
  • 11. 11 Search   • 50%  of  all   searches  are   now  on  mobile   devices.     Social   • 71%  of  users   access  social   media  from  a   mobile  device.     eMail   • 65%  of  all  email   in  the  U.S.  gets   opened  on  a   mobile  device.     Web  &  Video   • U.S.  adults   spend  34  hours   a  month   browsing   Internet  on   mobile  devices   vs.  27  hours  on   PCs.   TV   • 84%  use  their   mobile  devices   while  watching   TV.     Print,  Radio         &  DM   • 91%  have   mobile  devices   within  arm’s   reach  24/7.     IMPACT ON MARKETING CHANNELS Source: Merkle/RKG, 2015, Adobe, 2013, Movable Ink, 2013, Nielsen, 2014
  • 12. 12 GOOGLE SEARCH: DEVICE PROJECTIONS •  Mobile began to surpass Desktop queries in Q2 2014 •  Google expects this trend to continue
  • 13. 13 GOOGLE SEARCH: DEVICE PROJECTIONS •  Another look at the projected increase in Mobile traffic according to Google •  It inversely mirrors previous data
  • 14. PHONE LEADS VS. WEB LEADS OCMA
  • 15. 15 MORE CALLS IS GREAT NEWS •  66% of sales managers rate phone leads as good or excellent, more than any other lead type •  Calls convert to revenue 10x more than web clicks •  It’s why U.S. business spend $68 billion a year on ads to drive calls Source: BIA/Kelsey (2013) 38.4% 38.7% 26.1% 28.7% 19.2% 15.8% 28.0% 19.5% 28.0% 15.0% 9.5% 9.7% 66.4% 58.2% 54.1% 43.7% 28.7% 25.5% Good Excellent
  • 16. 16 The  Eme  when  you   acEvely  looked  and   researched  your   purchase.   30% 52% 62% 40% HIGH PURCHASE INTENT • Marketers that don’t make it easy for consumers to call will lose out to competitors • 47% of mobile searchers said they would “explore other brands” if they didn’t quickly find phone numbers Percent who find it extremely/very important to be able to call the business during each phase of decision-making Source: Google (2013) InspiraEon   Research   Purchase   Post   The  Eme  when   you  realized  you   needed  to   purchase.   The  Eme  when  you   purchased.   Any  behavior  you   may  have   parEcipated  in   aPer  you   purchase.  
  • 17. 17 CLICK TO CALL VS. WEB FORMS Which is easier? OR
  • 18. 18 CLICK TO CALL VS. WEB FORMS Is mobile click-to-call posed to replace mobile websites? Which is easier?
  • 22. 22 INSIGHTS PROVIDED •  Channel Source •  Campaign Source •  Last URL Clicked •  Call Location •  Incoming Number •  Call Duration •  Date •  Time of Day •  Call Recordings •  Keywords •  Raw Search Terms
  • 24. 24 CALL ATTRIBUTION FOR SEARCH •  Track each call back to the keyword search, ad, and website that drove it •  Optimize campaigns for what’s driving calls •  Get credit for every call and sale
  • 27. 27 TRACK CALLS THROUGH THE FUNNEL •  Integrate call data and web data in your CRM to follow leads from content through the sales cycle to revenue. •  Prove ROI by proving how every marketing channel is generating revenue.
  • 28. 28 CUSTOMER LIFECYCLE TRACKING 1 2 3 4 5 6 User performs keyword search on mobile device. User clicks-to-call from search results or your website. Track calls and click IDs in call analytics and bid management platforms for real-time attribution. Automatically create and populate CRM records for new phone leads; track through to a sale. See which keywords drove calls vs. clicks (and sales!) in DoubleClick or other bid management platform. Optimize for the keywords that are driving calls and revenue.
  • 30. 30 SETTING EXPECTATIONS New features come out all time. Testing can feel like the wild, wild west.
  • 31. 31 TAKE ADVANTAGE OF CALL EXTENSIONS Google call extensions drive billions of calls each month. Failing to track these callers creates a critical blind spot. Eliminate this blind spot with accurate keyword-level call attribution for Google call extensions. •  70% of searchers call directly from ads •  Ads with call extension see 8% higher CTR
  • 32. 32 DISPLAY MULTIPLE CALL TRACKING NUMBERS How Multi-location Call Tracking Works •  Website lists unique phone numbers for different stores, offices, or services on the same web page •  SourceTrak displays unique, trackable numbers for each one •  Calls to any number are attributed to the right marketing source and routed to the correct location
  • 33. 33 MULTIPLE DOMAIN TRACKING The same trackable phone number follows a lead as they browse back and forth from your main website to any special landing pages or microsites.
  • 34. MORE DATA = BETTER MANAGEMENT & REPORTING OCMA
  • 36. 36 DIGITAL INTELLIGENCE All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14) DATA VISUALIZATION
  • 37. 37 DIGITAL INTELLIGENCE All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14) DATA VISUALIZATION
  • 38. 38 DIGITAL INTELLIGENCE All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14) DATA VISUALIZATION
  • 39. 39 DIGITAL INTELLIGENCE All Leads (Calls & Forms), by Branch – All Marketing Tactics, YTD (1/1/14 – 11/30/14) DATA VISUALIZATION
  • 41. 41 YAMAHA NEW TRACKING METHODOGY •  Paid Search Location Extensions •  Dialogtech Landing Page Phone Tracking •  Google’s “In-store Conversion Tracking” (Beta)
  • 42. 42 #1: PAID SEARCH LOCATION EXTENSIONS Added all Yamaha dealership locations to our PPC campaigns… so now Google attempts to serve up the nearest dealership contact info in search results Mobile Desktop
  • 43. 43 Measure how many Google searches led to “Get Directions” – indicating a map has been pulled up on the user’s device, another valuable close-to-sale action #1: PAID SEARCH LOCATION EXTENSIONS
  • 44. 44 #2: MONGOOSE PHONE TRACKING •  Replaced dealership phone number with rotating bank of dynamic toll-free numbers •  Tracks number of calls made from desktop, “dealer locates” and mobile click-to-call •  Calls automatically re- directed to dealership main phone number, so no change in customer experience
  • 45. 45 #3: IN-STORE CONVERSION TRACKING •  Approved to take part in a Google Beat Test where In-store Conversion Tracking Links will be enabled in Paid Search ads •  This links will allow identification of searchers that visited a dealership within 30 days of their query •  Tracking available even if the user did NOT submit online or via a phone lead •  Dealership locations upload into Google’s location system
  • 46. 46 #3: IN-STORE CONVERSION TRACKING •  Google creates geo-fence around all dealership buildings •  Google determines a store visit based on user proximity to the dealership location on Google Maps from users that have Location History activated on their Apple or Android smart phones •  This tracking pulls in all paid search ad clicks across all devices (smart phones, tablets and desktops) and across all campaign types
  • 47. 47 YAMAHA TOTAL LEADS Total Online Form + Call Leads Per Month
  • 49. 49 •  Centralized call center – if possible ―  More Visibility ―  Manage the sale ―  Don’t rely solely on location manager •  Platform integration ―  CRM ―  BMP ―  Tie back to sales •  Utilize a call tracking vendor, have your agency evaluate the right fit •  Test which features work best for your business (not all of them will!) SUMMARY
  • 50. 50 DON’T FOLLOW GNOMES BUSINESS MODEL