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1
2
Meet Your Experts
Sam Siegel
Director of Account Management
Samantha Carnall
Senior Account Manager
3
The Agenda
 How to identify the best customer data
 How to apply data to marketing programs
 Two quick tips for personalizing without data
4
The Set-up
Capturing data while maintaining privacy
Homepage Page
Product Pages
Checkout Pages
Cart Page
• Every site’s architecture is different
• Tailor each page’s collection method
• Only collect data points necessary to the campaign
5
Ask new questions to determine filters
• Last-product viewed
• Last-page viewed
• Basket value
Traditional:
6
Ask new questions to determine filters
• Geo-location
• Past-browsing history
• Net new vs. returning customer
Advanced:
7
How to Use the Data Set
What You Can Collect? What Does it Tell You?
Net new vs. returning
customer
Returning customer
Geo-location California
Age-bracket 45-55
8
Personalizing based on segments
• Non-incentives based messaging
• Product specific creatives
• Progress in the sign-up /
registration cycle
9
Send Compliant & Click-worthy Emails
What is the average open rate for banking, finance
and insurance industries?
10
Send Compliant & Clickworthy Emails
Check your email deliverability
 If open rates are below 40 percent, flag
email campaign
 Remove spam triggers
 Make sure your server or vendor is an
authorized sender
Spam Triggers
11
2 Quick Tips for Engaging without Piles of Data
Reduce friction in the checkout process
 Pre-populate as many fields as
possible
 Incorporate visuals
 Split test checkout page variations
The average checkout process has 14.88 form fields
-
*Baymard Institute
12
2 Quick Tips for Engaging without Piles of Data
Design for mobile-first
 Single-step, multi-page checkout process
 Large and pre-populated form-fills
 Mobile input type keyboard
74% of millennials say that mobile banking is very important to them.
That’s 76% greater than the baby boomer response.
*ICBA
13
Key Takeaway Tweets
Mobile responsive isn’t enough, mobile-first will win the hearts of mobile customers
#NoRevLeftBehind
#Avoid #Spammy #SubjectLines #To #Increase #OpenRates
Personalize with a proactive checkout experience #NoRevLeftBehind
14
Thank you!
marketingUS@veinteractive.com
Join our next webinar:
5 Powerful Ways to Segment Your Audience
April 12th at 1 p.m.

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The Balancing Act: How to Toe the Line Between Personalization & Privacy

  • 1. 1
  • 2. 2 Meet Your Experts Sam Siegel Director of Account Management Samantha Carnall Senior Account Manager
  • 3. 3 The Agenda  How to identify the best customer data  How to apply data to marketing programs  Two quick tips for personalizing without data
  • 4. 4 The Set-up Capturing data while maintaining privacy Homepage Page Product Pages Checkout Pages Cart Page • Every site’s architecture is different • Tailor each page’s collection method • Only collect data points necessary to the campaign
  • 5. 5 Ask new questions to determine filters • Last-product viewed • Last-page viewed • Basket value Traditional:
  • 6. 6 Ask new questions to determine filters • Geo-location • Past-browsing history • Net new vs. returning customer Advanced:
  • 7. 7 How to Use the Data Set What You Can Collect? What Does it Tell You? Net new vs. returning customer Returning customer Geo-location California Age-bracket 45-55
  • 8. 8 Personalizing based on segments • Non-incentives based messaging • Product specific creatives • Progress in the sign-up / registration cycle
  • 9. 9 Send Compliant & Click-worthy Emails What is the average open rate for banking, finance and insurance industries?
  • 10. 10 Send Compliant & Clickworthy Emails Check your email deliverability  If open rates are below 40 percent, flag email campaign  Remove spam triggers  Make sure your server or vendor is an authorized sender Spam Triggers
  • 11. 11 2 Quick Tips for Engaging without Piles of Data Reduce friction in the checkout process  Pre-populate as many fields as possible  Incorporate visuals  Split test checkout page variations The average checkout process has 14.88 form fields - *Baymard Institute
  • 12. 12 2 Quick Tips for Engaging without Piles of Data Design for mobile-first  Single-step, multi-page checkout process  Large and pre-populated form-fills  Mobile input type keyboard 74% of millennials say that mobile banking is very important to them. That’s 76% greater than the baby boomer response. *ICBA
  • 13. 13 Key Takeaway Tweets Mobile responsive isn’t enough, mobile-first will win the hearts of mobile customers #NoRevLeftBehind #Avoid #Spammy #SubjectLines #To #Increase #OpenRates Personalize with a proactive checkout experience #NoRevLeftBehind
  • 14. 14 Thank you! marketingUS@veinteractive.com Join our next webinar: 5 Powerful Ways to Segment Your Audience April 12th at 1 p.m.

Notes de l'éditeur

  1. SH
  2. SH
  3. SH
  4. Personalization in marketing, but overcoming red tape through legal & technical. Finding ways to work with departments so privacy and personalization are satisfied. Fine balance between juggling commercial needs
  5. SS – instead of using what’s traditionally, industry / cookie-profiling has evolved SC – leverage cookie-date that’s not personal identifying information, able to use these techniques while still
  6. SS – instead of using what’s traditionally, industry / cookie-profiling has evolved SC – leverage cookie-date that’s not personal identifying information, able to use these techniques while still
  7. SS – instead of using what’s traditionally, industry / cookie-profiling has evolved SC – leverage cookie-date that’s not personal identifying information, able to use these techniques while still
  8. SS, SC Verbal examples: Which page did they abandon? – if it’s a specific page, reference the product Product suite – match imagery to product category Sue
  9. Poll SS, SC
  10. Poll SS, SC
  11. Samantha
  12. Samantha