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E-mail & Lifecycle
   Marketing
   Natala Menezes | May 18, 2012
rain snow, get my hustle on
   Countin cash every morning before I leave home
   family I love, don’t wanna leave this World alone
   and before I leave home, leave home




                                                                            birdman

Lil wayne

                                    I pray to God I won’t,   loyalty is all I know
About @natala
    • Product + Marketing + Talking
        obsessed with making awesome products by listening to customers and capturing insight.

    • Sent MILLIONS of emails.
        A few folks unsubscribed.
    • Philosophy major. Silicon Valley native.
    • Good at breaking HTML

Abbey
Road, the
morkie




                   REFER.LY
Why care about lifecycle
            marketing?

 User Adoption

 Loyalty

 Growth


 Meaningful engagement converts customers into fans.
When = MOMENTUM
• Touch the user when they can build their
  momentum and WIN.
When?
 Milestone user events
   Registration / Onboarding
   Purchases / Referrals



 User does a behavior that drives adoption
   Takes a specific action (adds friends, visits a specific page, etc.).
   This is the hard part – you will need to dig into data and understand your
    customer conversion funnel.



 Key Events
   Holidays, sales / discounts, new features (maybe)
Testing
• A/B testing is good. But you need volume.

                  10,000
                emails sent
                30% open =
                  3,000
                10% CTR = • 1% = 30
                300 clicks • 5% = 150
Key Metrics
• # of E-mails Sent
• Open Rate
  – %-age of people who “opened” your e-mail
  – Actually “saw your tracking pixel” – lots of room
    for error
  – Industry averages vary, 20-30% is good.
• Click Thru Rate
  – %-age of people who click a link.
  – Links higher up, or buttons should get highest
    CTR
  – 2 – 15% is good for “VIP link”
Example Emails
         • Trigger: I’ve got
           money to
           “reinvest”
         • Image = who I’m
           impacting
         • Content shows
           my impact (so I
           feel awesome)
         • I don’t have to
           read to know
           what to do
Have you met Liezel?
• Triggered by inactivity, combined with Women’s History so
  I’m part of something “bigger than me” (more momentum)
Twitter Follower
             What happened?


              Checkmark is trusty


              Who?


              Why I might care



              Call to Action
Check the preview
• It seems like it might be a tragic end…
End of the journey.
            • Actually the
              note was about
              something
              awesome.

            • But who reads
              e-mails?
Example Template


        What to do why to care




       Link to other interesting content
       that helps achieve your CTA
       - Video on how to use product
       - How to get help
       - User story of someone doing
          something awesome
Best Practices
• Photos!!
   –   Bigger is better, avoid stock images that look stock, but higher quality images are key
   –   Test your image size in multiple e-mail formats and mobile
   –   Always label images


• Have the e-mail come from someone specific
   –   Respond to emails! Just like support
   –   Community manager / marketing manager for basic e-mails, CEO for important or welcome emails


• Copy is KING.
   –   Think about the preview line
   –   Engaging, witty. Brief.


• HTML vs Plain Text?
   –   Worry more about mobile.


• Frequency
   –   Vary by industry. Daily for ecommerce, bi-weekly. Determine how much effort you can do.
Don’t code        1st.

• Tranche your users for getting started
  waves
• Create Cohorts by user attributes / activity
• Tag them in your e-mail platform
• Send manually in waves. Rinse. Repeat.
  – Test copy
  – Test email style
  – Test frequency
• Then code.
CAN-SPAM Act
• What to know:
  – Don’t lie.
    Your product did not make someone sprout wings.


  – Have an opt-out.
    When people opt-out, remove them from your list.
                                                               They might shut you down.


  – Display your address & contact info.

  – Differentiate between promotional and transactional
    content.
      • Promos: Buy this! Do this! We love you!
            – Newsletters, lifecycle e-mails, welcome notes.
      • Transactions: You just bought a baby unicorn.
            – Receipts, notifications / alerts
Loyalty Email Marketing
• Drives user engagement
 you want them to do something


• Drives brand awareness
 understand your product benefits

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Email marketing

  • 1. E-mail & Lifecycle Marketing Natala Menezes | May 18, 2012
  • 2. rain snow, get my hustle on Countin cash every morning before I leave home family I love, don’t wanna leave this World alone and before I leave home, leave home birdman Lil wayne I pray to God I won’t, loyalty is all I know
  • 3. About @natala • Product + Marketing + Talking obsessed with making awesome products by listening to customers and capturing insight. • Sent MILLIONS of emails. A few folks unsubscribed. • Philosophy major. Silicon Valley native. • Good at breaking HTML Abbey Road, the morkie REFER.LY
  • 4. Why care about lifecycle marketing?  User Adoption  Loyalty  Growth Meaningful engagement converts customers into fans.
  • 5. When = MOMENTUM • Touch the user when they can build their momentum and WIN.
  • 6. When?  Milestone user events  Registration / Onboarding  Purchases / Referrals  User does a behavior that drives adoption  Takes a specific action (adds friends, visits a specific page, etc.).  This is the hard part – you will need to dig into data and understand your customer conversion funnel.  Key Events  Holidays, sales / discounts, new features (maybe)
  • 7. Testing • A/B testing is good. But you need volume. 10,000 emails sent 30% open = 3,000 10% CTR = • 1% = 30 300 clicks • 5% = 150
  • 8. Key Metrics • # of E-mails Sent • Open Rate – %-age of people who “opened” your e-mail – Actually “saw your tracking pixel” – lots of room for error – Industry averages vary, 20-30% is good. • Click Thru Rate – %-age of people who click a link. – Links higher up, or buttons should get highest CTR – 2 – 15% is good for “VIP link”
  • 9. Example Emails • Trigger: I’ve got money to “reinvest” • Image = who I’m impacting • Content shows my impact (so I feel awesome) • I don’t have to read to know what to do
  • 10. Have you met Liezel? • Triggered by inactivity, combined with Women’s History so I’m part of something “bigger than me” (more momentum)
  • 11. Twitter Follower What happened? Checkmark is trusty Who? Why I might care Call to Action
  • 12. Check the preview • It seems like it might be a tragic end…
  • 13. End of the journey. • Actually the note was about something awesome. • But who reads e-mails?
  • 14. Example Template What to do why to care Link to other interesting content that helps achieve your CTA - Video on how to use product - How to get help - User story of someone doing something awesome
  • 15. Best Practices • Photos!! – Bigger is better, avoid stock images that look stock, but higher quality images are key – Test your image size in multiple e-mail formats and mobile – Always label images • Have the e-mail come from someone specific – Respond to emails! Just like support – Community manager / marketing manager for basic e-mails, CEO for important or welcome emails • Copy is KING. – Think about the preview line – Engaging, witty. Brief. • HTML vs Plain Text? – Worry more about mobile. • Frequency – Vary by industry. Daily for ecommerce, bi-weekly. Determine how much effort you can do.
  • 16. Don’t code 1st. • Tranche your users for getting started waves • Create Cohorts by user attributes / activity • Tag them in your e-mail platform • Send manually in waves. Rinse. Repeat. – Test copy – Test email style – Test frequency • Then code.
  • 17. CAN-SPAM Act • What to know: – Don’t lie. Your product did not make someone sprout wings. – Have an opt-out. When people opt-out, remove them from your list. They might shut you down. – Display your address & contact info. – Differentiate between promotional and transactional content. • Promos: Buy this! Do this! We love you! – Newsletters, lifecycle e-mails, welcome notes. • Transactions: You just bought a baby unicorn. – Receipts, notifications / alerts
  • 18. Loyalty Email Marketing • Drives user engagement you want them to do something • Drives brand awareness understand your product benefits