My Proprietary Conversion Optimization flowchart. How to integrate Retargeting and Marketing Automation strategies to increase conversions through the Sales Funnel.

1. Conversion Optimization
Flowchart
Copyright Malachi Threadgill 2013
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2. Conversion Optimization
Visit
Website
Customer
List?
No
Yes
Optimized
Cookie?
Place Optimized
Cookie
No
Yes
Stop
Conversion
Optimization
Retargeting
No
Able to
Identify?
Customer List Placement
Yes
• 180 Days
Automation
• All Customer Emails
• Portal Login Success
• Cookie Resets with each login or email
Place
Customer
Cookie
Yes
No
Customer
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3. Retargeting
Visit Retarget
Eligible Page
Add To
Retarget List
Yes
Leave
ANPI
<= 5 Ad
Vews /
Day
Visit
eligible
website
Yes
No
No
Pause
Campaign 1
Day
Yes
Yes
Update
Salesforce
Continue
Conversion
Optimization
Targeted Display
Ad
Form /
Phone
Call
Landing
Page
View+
+
Ad
Click?
No
No
Update Retarget
List
View++
Update
Retarget
List
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4. Marketing Automation
User
Interaction
(form fill)
Click Link or
Email
User
Known?
Trigger if User
Returns to
website
Yes
Yes
Request
Phone
Contact?
No
Yes
No
Yes
Able to
Identify?
Mail
Sample
Yes
Alert
Salesperson
Move to
Customer
List
Yes
Conver
sion?
Trigger if
User Returns
to website
No
Send
Acknowledgement
Email
End
Wait XX Days
No
Return to
Nurture
series
Yes
Nurture Email Series
Response
?
No
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