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Email Trends: What’s
in Style for 2017
Jenny Lassi
Director of Operations
HighRoad Solution
• Email state of the union
• What was in style
• What is in style now
• How to transition old workflow
practices to align with current
trends
• Key takeaways
Today’s Agenda
• Email is #1 for usage, but only
scores a C for effectiveness
• Email still in top 3 categories of
spend
• How do we improve the ROI on
email?
Demand Metric Study
Marketing Effectiveness
Marketing Tactic Usage
Budget Line Items
• 4th Year of the Study is
Underway
• Participate! $5 in coffee
• Results released at 2017 MMCC
HighRoadU.com>Research
SDMA 2017
• Long email newsletters
• Over messaging your
membership/no defined frequency of
communications
• Casting the widest net when sending
Trends of the Past
As an attempt to reduce the number of
emails, the solution was to create
fewer emails that contain more
content.
• The issue is relevancy of content
• The issue is resource time to craft
the email
• The issue is relevancy to constituent
• The issue is “the eye roll.”
Conundrum
• Text versions of email
• Forward to a Friend
• Refer a Friend
• Creating a special mobile version
• Email social share
Features of the Past
• Are your MarComm resources spending too much time
using features of the past?
• Have you measured the performance when using older
features to know if they are successful?
• Have you tracked the average open rates during low and
high email volumes?
• Are you actively checking unsubscribe/opt out rates when
sending more emails?
• Have you asked your membership how many emails they
want from you per week? Per Month? And have you asked
them what their interests are or do you assume?
• Are you actually doing anything with the behavioral data
your ESP aggregates?
Reality Check
• The purpose of any form of
messaging is to get in front of a
constituent, motivate them to go
somewhere to do something.
• Deploy messaging that takes into a
account behavioral data to build out
an interest profile.
What’s the point?
Understand your baseline
– Average number of emails sent per
week to members/non-
members/prospects
– Average key metrics between each of
those groups (Open, Clicks, Read,
Skim Read, Glanced, Forwards, Prints)
– Break these out quarterly to see your
trends
Where do we go from here?
Where should I begin?
Reading Environments
Email Clients
Behaviors
Address the CMS
Web Content Tagging
Address the AMS
Advocacy
Legislative
Grass Roots
Continuing Education
Building Interest Profiles
Anatomy of Solid Design
• Responsive with Text/CSS/Media Queries
• Preview Text
• Preheader Text
• Single column fluid layout
• Limited teaser text with read more links
• Make sure images are readable when
they scale up to 320px or scale down
• Website CMS allowing you to tag
your content
• Website CMS with RSS feeds
• Analytics that allow you to create
UTM codes for all touchpoint
mediums
• Taxonomy of interests in AMS
factoring in constituent preference
AND constituent behaviors
What is in Style (for a reason)
• Responsive, single column fluid layout
• Consistent branding across all messaging
template assets (not just your logo)
• Delivering content the constituent is
interested in
• Litmus Analytics & Rendering Checklists
• Segmenting your audience
Recency – Frequency - Cadence
While 86% would like to receive promo emails at least
monthly, 15% would like to receive promotional emails every
day.
To me, this points to the importance of segmentation. If you’re
sending daily emails to people who only want monthly emails,
they are likely to unsubscribe or mark your email as spam.
Likewise, if you’re sending monthly emails to the 15% who
want daily emails, they will feel underserved, and there will be
a void that might be filled by your competition.
Things to Think About
Open Motivation
REALLY?? REALLY??
Open Motivation
Preview Text, Preheader Text & Subject Line
Designing for Unsub Options
• As of September 2016, IOS devices join Gmail, Yahoo
and Microsoft for adding their own List Unsubscribe to the
top of emails which is the first thing your subscriber sees,
bypassing yours in your footer so add your Manage
Preferences/Unsubscribe links to your email’s pre-header
to minimize subscribers using theirs and not yours.
• Know who you are designing for (demographic, member
status, age).
• Know what email clients they are using.
• Always use Responsive HTML.
• Know what performs best with your audience.
Constituent Choices
www.highroadsolution.com
Preheader Text
Preheader Text
Preheader Text Fails
Preheader Text Fails
Preview Text Opportunities
Preview Text Opportunities
Subject Line Safe Bets
• Question about [goal]
• [Mutual connection] recommended I get in touch
• Our next steps
• Do not open this email
• X options to get started
• Hi [name], [question]?
• Know this about [topic of interest]?
• A [benefit] for [prospect's company]
• X tips/ideas for [pain point]
• You are not alone.
• Idea for [topic the prospect cares about]
Design Tricks to Try
Accordion Menus in Email
-With native mobile app support, now more verbose emails can have an accordion
menu for mobile so they don't get arthritis in their finger scrolling through all content to
find what they want.
Scratch & Flip
-Provides a cool way to allow email recipients to consume the email on their mobile
device and using a scratch effect, they can scratch off offers/promotions.
Graphs
-Interactive graphs increase engagement and this is a very cool option for lists that are
primarily mobile as this doesn't work well for Outlook and Lotus users.
Rotating Banners
-Don't be limited to 1 header graphic when there are so many ways you can visually
grab the attention of email recipients. Again, native mobile apps work, Outlook
probably doesn't.
Animated Gifs
-The tried and true method of using gifs to imitate video in email. Outlook shows only
1 frame of gif but this is pretty universally supported at this point.
Design Tricks to Try
Content Curation
• The role of email is to direct the
recipient somewhere to do
something.
• Use teaser text and read
more links. Don’t giveaway
the kitchen sink in emails or
the html file size may reach a
threshold that nets you more
bounces.
Subject Line Creativity
The only way to ensure that special characters render properly/consistently in
a subject line is to encode in UTF-8.
1. Copy the desired character from a program like
Start>Accessories>Character Map
2. Then go to a string conversion tool that will encode a string to
Base64/UTF-8 like:
3. http://coderstoolbox.net/string/#!encoding=base64&action=encode&chars
et=utf_8
4. Then create your subject line using your character from step 1 in the
"input" text box.
5. Copy the string of characters the tool gives you in the "Output" box
6. Paste the UTF-8 string into the following where indicated by brackets but
paste over the brackets:
=?utf-8?b?[string]?=
Example: =?utf-
8?b?VGhpcyBwcm9kdWN0IMKuIGlzIGF3ZXNvbWU=?=
Put the entire string into the subject line when launching an email through
the UI. On the receiving end, you will see your desired subject line. See
screenshot examples of the use of the (r) mark as well as one with many
different types of characters.
Template Design Pitfalls
Pitfalls to Avoid:
• Harsh Colors: Stay away from colors that are overly bright or
fluorescent. Tone them down so they don’t compete with your
words.
• Too many colors: Choose just one or two colors for your emails.
The fewer colors you use, the cleaner your design so the reader
won’t be distracted from your message. Pick colors that your brand
uses elsewhere.
• Light text on a dark ground: The most readable combination is
dark text on a light ground, so stick to that whenever possible.
• Cultural Association: Colors are not universal to all humans in all
cultures. In the United States, black is associated with death; but
in other cultures, colors like white, purple, and gold are used
during the mourning period.
• The urge to be dynamic frequently: Once you’ve got the design
looking good, resist the urge to keep changing it. Choose a look
and stick to it for a while so people recognize your mail in a quick
glance.
• Color Blindness: Almost 5% of the entire population is color blind -
the most common type being Protanopia (red-green color
blindness). Such people do not see a complete lack of color
instead; they have a harder time distinguishing the two colors from
each other as the red color will look like green.
Ramping Up for Automation
• Deliver communications with the
frequency and content tagged for the
specific interests of the constituent
• Using technology to solve workflow
and resource time management
• Taking the human out of human
error
The End of Email Marketing
As we know it…
• The average newsletter takes 2-4
hours to flow in content and test
using an existing template
• The average template takes 5-8
hours to design & code and 2-3
hours of end user UAT to fine tune
requirements.
Wasting Resources
• Hyperpersonalized Emails
• Serving content based on areas of
interest factoring in behavioral data
• Can be a bit of editorial created
content static to all but don’t lead
with it
Future Technology Trends
• Hyperpersonalized Emails
• Automated workflows/drip
campaigns
• Recurring messages that key off of a
date field on the constituent record
Email Automation
• When there is consistency with how
your association markets events in
terms of the number of touch-points
and the timing of deployments based
on event date = PERFECT TIME TO
AUTOMATE
Event Marketing Automation
• Blogs are the easiest to automate
depending on the ESP/MA platform
• Constituents can choose the
frequency in which they wish to
receive and the platform automates
aggregating the blog posts in a time
frame and deliver a formatted blog
digest email
• The frequency options are normally
per post, daily, weekly, monthly
Blog Digest Automation
• Bundles together the management
and reporting of web content, email,
and social in one platform so that
you can measure
Marketing Automation
• 90% resource time on creating
compelling content on website CMS
tagged appropriately
• 8% resource time evaluating
performance and success metrics
• 2% resource time using data driven
analytics to tweak programs to…
Move the Needle!
• Know your starting point and build
on that
(Branding>Design>Content CMS>Interests>Automation)
• Plan now for marketing automation
• Be content focused
• Be data Driven
• Automate Everything
Lasting Trends - Key Takeaways
• https://www.marketingsherpa.com/article/chart/how-
customers-want-promo-emails
• https://litmus.com/blog/9-things-you-need-to-know-about-
email-in-ios-10
• http://blog.highroadsolution.com/blog/subject-lines-with-
special-characters
• http://blog.hubspot.com/sales/sales-email-subject-lines-
that-get-prospects-to-open-read-and-
respond#sm.00181haph1bm0e1jz051aea38cfz3
• https://www.salesforce.com/blog/2016/07/pop-color-make-
email-design-stand-out.html
• http://site.highroadsolution.com/sdma
Resources
Marketing Technology for Associations
Jenny Lassi, Director of Operations
HighRoad Solution
Email: jenny@highroadsolution.com
Twitter: @highroadjenny
www.highroadsolution.com
www.highroadu.com

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ASAE Lunch Learning Webinar: Email Trends: What's in Style for 2017

  • 1. Email Trends: What’s in Style for 2017 Jenny Lassi Director of Operations HighRoad Solution
  • 2. • Email state of the union • What was in style • What is in style now • How to transition old workflow practices to align with current trends • Key takeaways Today’s Agenda
  • 3. • Email is #1 for usage, but only scores a C for effectiveness • Email still in top 3 categories of spend • How do we improve the ROI on email? Demand Metric Study
  • 7. • 4th Year of the Study is Underway • Participate! $5 in coffee • Results released at 2017 MMCC HighRoadU.com>Research SDMA 2017
  • 8. • Long email newsletters • Over messaging your membership/no defined frequency of communications • Casting the widest net when sending Trends of the Past
  • 9. As an attempt to reduce the number of emails, the solution was to create fewer emails that contain more content. • The issue is relevancy of content • The issue is resource time to craft the email • The issue is relevancy to constituent • The issue is “the eye roll.” Conundrum
  • 10. • Text versions of email • Forward to a Friend • Refer a Friend • Creating a special mobile version • Email social share Features of the Past
  • 11. • Are your MarComm resources spending too much time using features of the past? • Have you measured the performance when using older features to know if they are successful? • Have you tracked the average open rates during low and high email volumes? • Are you actively checking unsubscribe/opt out rates when sending more emails? • Have you asked your membership how many emails they want from you per week? Per Month? And have you asked them what their interests are or do you assume? • Are you actually doing anything with the behavioral data your ESP aggregates? Reality Check
  • 12. • The purpose of any form of messaging is to get in front of a constituent, motivate them to go somewhere to do something. • Deploy messaging that takes into a account behavioral data to build out an interest profile. What’s the point?
  • 13. Understand your baseline – Average number of emails sent per week to members/non- members/prospects – Average key metrics between each of those groups (Open, Clicks, Read, Skim Read, Glanced, Forwards, Prints) – Break these out quarterly to see your trends Where do we go from here?
  • 14. Where should I begin?
  • 20. Address the AMS Advocacy Legislative Grass Roots Continuing Education
  • 23. • Responsive with Text/CSS/Media Queries • Preview Text • Preheader Text • Single column fluid layout • Limited teaser text with read more links • Make sure images are readable when they scale up to 320px or scale down
  • 24. • Website CMS allowing you to tag your content • Website CMS with RSS feeds • Analytics that allow you to create UTM codes for all touchpoint mediums • Taxonomy of interests in AMS factoring in constituent preference AND constituent behaviors What is in Style (for a reason)
  • 25. • Responsive, single column fluid layout • Consistent branding across all messaging template assets (not just your logo) • Delivering content the constituent is interested in • Litmus Analytics & Rendering Checklists • Segmenting your audience
  • 27. While 86% would like to receive promo emails at least monthly, 15% would like to receive promotional emails every day. To me, this points to the importance of segmentation. If you’re sending daily emails to people who only want monthly emails, they are likely to unsubscribe or mark your email as spam. Likewise, if you’re sending monthly emails to the 15% who want daily emails, they will feel underserved, and there will be a void that might be filled by your competition.
  • 30. Open Motivation Preview Text, Preheader Text & Subject Line
  • 31. Designing for Unsub Options • As of September 2016, IOS devices join Gmail, Yahoo and Microsoft for adding their own List Unsubscribe to the top of emails which is the first thing your subscriber sees, bypassing yours in your footer so add your Manage Preferences/Unsubscribe links to your email’s pre-header to minimize subscribers using theirs and not yours. • Know who you are designing for (demographic, member status, age). • Know what email clients they are using. • Always use Responsive HTML. • Know what performs best with your audience.
  • 40. Subject Line Safe Bets • Question about [goal] • [Mutual connection] recommended I get in touch • Our next steps • Do not open this email • X options to get started • Hi [name], [question]? • Know this about [topic of interest]? • A [benefit] for [prospect's company] • X tips/ideas for [pain point] • You are not alone. • Idea for [topic the prospect cares about]
  • 41. Design Tricks to Try Accordion Menus in Email -With native mobile app support, now more verbose emails can have an accordion menu for mobile so they don't get arthritis in their finger scrolling through all content to find what they want. Scratch & Flip -Provides a cool way to allow email recipients to consume the email on their mobile device and using a scratch effect, they can scratch off offers/promotions. Graphs -Interactive graphs increase engagement and this is a very cool option for lists that are primarily mobile as this doesn't work well for Outlook and Lotus users. Rotating Banners -Don't be limited to 1 header graphic when there are so many ways you can visually grab the attention of email recipients. Again, native mobile apps work, Outlook probably doesn't. Animated Gifs -The tried and true method of using gifs to imitate video in email. Outlook shows only 1 frame of gif but this is pretty universally supported at this point.
  • 43. Content Curation • The role of email is to direct the recipient somewhere to do something. • Use teaser text and read more links. Don’t giveaway the kitchen sink in emails or the html file size may reach a threshold that nets you more bounces.
  • 44. Subject Line Creativity The only way to ensure that special characters render properly/consistently in a subject line is to encode in UTF-8. 1. Copy the desired character from a program like Start>Accessories>Character Map 2. Then go to a string conversion tool that will encode a string to Base64/UTF-8 like: 3. http://coderstoolbox.net/string/#!encoding=base64&action=encode&chars et=utf_8 4. Then create your subject line using your character from step 1 in the "input" text box. 5. Copy the string of characters the tool gives you in the "Output" box 6. Paste the UTF-8 string into the following where indicated by brackets but paste over the brackets: =?utf-8?b?[string]?= Example: =?utf- 8?b?VGhpcyBwcm9kdWN0IMKuIGlzIGF3ZXNvbWU=?= Put the entire string into the subject line when launching an email through the UI. On the receiving end, you will see your desired subject line. See screenshot examples of the use of the (r) mark as well as one with many different types of characters.
  • 45. Template Design Pitfalls Pitfalls to Avoid: • Harsh Colors: Stay away from colors that are overly bright or fluorescent. Tone them down so they don’t compete with your words. • Too many colors: Choose just one or two colors for your emails. The fewer colors you use, the cleaner your design so the reader won’t be distracted from your message. Pick colors that your brand uses elsewhere. • Light text on a dark ground: The most readable combination is dark text on a light ground, so stick to that whenever possible. • Cultural Association: Colors are not universal to all humans in all cultures. In the United States, black is associated with death; but in other cultures, colors like white, purple, and gold are used during the mourning period. • The urge to be dynamic frequently: Once you’ve got the design looking good, resist the urge to keep changing it. Choose a look and stick to it for a while so people recognize your mail in a quick glance. • Color Blindness: Almost 5% of the entire population is color blind - the most common type being Protanopia (red-green color blindness). Such people do not see a complete lack of color instead; they have a harder time distinguishing the two colors from each other as the red color will look like green.
  • 46. Ramping Up for Automation
  • 47. • Deliver communications with the frequency and content tagged for the specific interests of the constituent • Using technology to solve workflow and resource time management • Taking the human out of human error The End of Email Marketing As we know it…
  • 48. • The average newsletter takes 2-4 hours to flow in content and test using an existing template • The average template takes 5-8 hours to design & code and 2-3 hours of end user UAT to fine tune requirements. Wasting Resources
  • 49. • Hyperpersonalized Emails • Serving content based on areas of interest factoring in behavioral data • Can be a bit of editorial created content static to all but don’t lead with it Future Technology Trends
  • 50.
  • 51. • Hyperpersonalized Emails • Automated workflows/drip campaigns • Recurring messages that key off of a date field on the constituent record Email Automation
  • 52. • When there is consistency with how your association markets events in terms of the number of touch-points and the timing of deployments based on event date = PERFECT TIME TO AUTOMATE Event Marketing Automation
  • 53. • Blogs are the easiest to automate depending on the ESP/MA platform • Constituents can choose the frequency in which they wish to receive and the platform automates aggregating the blog posts in a time frame and deliver a formatted blog digest email • The frequency options are normally per post, daily, weekly, monthly Blog Digest Automation
  • 54. • Bundles together the management and reporting of web content, email, and social in one platform so that you can measure Marketing Automation
  • 55. • 90% resource time on creating compelling content on website CMS tagged appropriately • 8% resource time evaluating performance and success metrics • 2% resource time using data driven analytics to tweak programs to…
  • 57. • Know your starting point and build on that (Branding>Design>Content CMS>Interests>Automation) • Plan now for marketing automation • Be content focused • Be data Driven • Automate Everything Lasting Trends - Key Takeaways
  • 58. • https://www.marketingsherpa.com/article/chart/how- customers-want-promo-emails • https://litmus.com/blog/9-things-you-need-to-know-about- email-in-ios-10 • http://blog.highroadsolution.com/blog/subject-lines-with- special-characters • http://blog.hubspot.com/sales/sales-email-subject-lines- that-get-prospects-to-open-read-and- respond#sm.00181haph1bm0e1jz051aea38cfz3 • https://www.salesforce.com/blog/2016/07/pop-color-make- email-design-stand-out.html • http://site.highroadsolution.com/sdma Resources
  • 59. Marketing Technology for Associations Jenny Lassi, Director of Operations HighRoad Solution Email: jenny@highroadsolution.com Twitter: @highroadjenny www.highroadsolution.com www.highroadu.com