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Getting It Right* In Mobile
Kane Russell, VP of Marketing
Waterfall
* 7 Killer Tactics To Catapult Your Mobile
Marketing Strategy
Waterfall
Corporate
๏ Founded August 2005
๏ Offices in SFO (HQ), Austin & NYC
๏ Backed by Vista Equity Partners
๏ Cross-channel mobile & social CRM via SMS,
IVR, Passbook, QR Codes, Coupons & Social
๏ Access @ waterfall.com
๏ Personalized engagement for mobile
๏ Intuitive user interface
๏ Full-service compliance support, including
provisioning, certification & audit management
Platform
Agenda For Today’s Webinar
1. The State of Mobile in 2013
2. Tactics vs. Strategy
3. 7 Killer Tactics
4. Additional Examples
5. Key Takeaways
Mobile Device Sales By Type
Source: IHS Global Insight, 2013
0
40
80
120
160
200
2005 2007 2009 2011 2013 2015
MillionsofUnits
Entry Phones Feature Phones Smartphones Tablets
Smartphone OS: 2006 - 2012
Source: comScore, 2012
0%
20%
40%
60%
80%
100%
2006 2007 2008 2009 2010 2011 2012
Symbian Palm Microsoft RIM iOS Android
Smartphone Demographics
Source: MarketingProfs, 2012
49%51%
Male
Female
15%
16%
21%
26%
17%
6%
13-17 18-24 25-34
35-44 45-54 55+
Share of U.S. Adult Population Reached
Source: mLightenment, 2013
2010 2012 Chg
Television 89.5% 88.3% -1%
Desktop PC 62.5% 58.1% -4%
Radio 60.6% 58.8% -2%
Newspapers 38.6% 36.1% -3%
Magazines 28.6% 24.8% -4%
Mobile Device 84.2% 89.0% +5%
Replacement Rates By Mobile Phones
Source: mLightenment, 2013
Smartphone Tablet
Clock 65% 22%
Organizer 55% 45%
Music Player 52% 34%
Landline Phone 35% 6%
Newspaper 33% 62%
Books 14% 51%
PC Computer 5% 20%
Digital Channel Stats
Source: Mashable, Mass Mailer, 2012
Tweets Viewed
29%
FB News Feed
Stories Viewed
16%
Logged in more
than 1/day
58%
12%
Emails Viewed
50%
Viewed within
6 hours
43%
Checked > than 4 times/day
98%
SMS Viewed
98%
Viewed within 3
minutes
Avg. times phone
checked/day
150
Mobile Marketing Spending In The U.S.
2010 2011 2012 2013 2014 2015
$7,686
$5,910
$4,273
$2,964
$1,878
$1,248
$9,207
$7,078
$4,871
$3,060
$1,743
$991
$2,912
$2,174
$1,312$669$336$166
Mobile Direct Response Enhanced Advertising
Mobile Media Advertising
Mobile CRM
$2,405
$3,957
$6,693
$10,456
$15,162
$19,806 52%
44%
77%
56%
CAGR
Source: mLightenment, 2013
Millions of Dollars
Mobile Marketing Spending By Industry
2010 2011 2012 2013 2014 2015
Resources
Manufacturing CPG
Manufacturing, Other
Wholesale Trade
Retail Trade, CPG
Transportation
Information
Finance
Business Services
Educational Services
Health Care
Arts & Recreation
Accomodation & Food
Other Services
Government
$2,405
$3,957
$6,693
$10,456
$15,162
$19,806
Source: mLightenment, 2013
Millions of Dollars
Current Growth Of Mobile Budgets
Plan to increase budget next year
Plan to increase budget by more than 50%
Budget has increased over past 2 years
Budget has increased more than 50% past two years
Consider mobile an integral element of overall strategy 51%
29%
63%
35%
72%
Source: Interactive Advertising Bureau, 2012
Agenda For Today’s Webinar
1. The State of Mobile in 2013
2. Tactics vs. Strategy
3. 7 Killer Tactics
4. Case Studies
5. Key Takeaways
Strategy
Tactics
Tactics vs. Strategy
Strategy Tactics
General
Mobile
Specific
Example
A plan of attack designed to
reach or obtain a goal
Specific tasks, operations or
methods to carry out a strategy
How to use mobile to increase
value for a business
Interacting with customers
through their mobile devices
Acquire new customers
Place a coupon mobile call to
action outside of a store
Agenda For Today’s Webinar
1. The State of Mobile in 2013
2. Tactics vs. Strategy
3. 7 Killer Tactics
4. Additional Examples
5. Key Takeaways
The 7 Killer Tactics
Opt-In
Cross-Channel
Location
Choice
A/B Testing
Dynamic Field Insertion
Integrate
Opt-In
Definition?
Why important?
Best practice?
Actively secure mobile customer sign-ups.
Expands the capacity for collecting meaningful data.
Opt-ins are a two-way street. Be sure to give up
something to get something in return.
Stuart Weitzman:
Website Takeover
Do
• Actively recruit customers
Don’t
• Make sure to segment
audience to avoid off-
putting aggressiveness
Cross-Channel
Definition?
Why important?
Best practice?
Pass customers between mobile channels.
Enriches campaign functionality while providing ideal 360-
degree customer insight.
Make sure to centralize the customer database in order to
avoid errors like double-contacting.
San Francisco Giants:
Stadium Sleepover
Do
• Promote campaigns
everywhere
Don’t
• Lose steam by under-
communicating
• Fail to collect an opt-in
Location
Definition?
Why important?
Best practice?
Deliver content according to customer activity.
Increases customer response and engagement.
Do not feel constrained by traditional location models like
geo-fencing.
Subway:
Window CTA
Do
• Attempt to segment
audience when
appropriate
Don’t
• Clutter the sign-up
process
Choice
Definition?
Why important?
Best practice?
Provide customers with ownership opportunities during
the brand/customer relationship building process.
Establishes trust with customer base.
Think about choice from a utility perspective, not
necessarily from a shiny object perspective.
Pizza Hut:
Send Me Deals
Do
• Offer customers multiple
channels to receive
content
Don’t
• Distribute the same
content across each
channel; each requires a
specific voice
A/B Testing
Definition?
Why important?
Best practice?
Test and iterate variations of content in order to maximize
engagement rates.
Constant innovation.
Do not limit yourself to A/B testing. Commit to iterative
testing over the long term.
Lane Bryant:
LB Msg Me
Do
• Interact with customers
using relevant, engaging
content
Don’t
• Overlook the importance
of integrating at the point
of sale
Dynamic Field Insertion
Definition?
Why important?
Best practice?
Use metadata collected about customers to maximize
content targeting.
Personalizes the customer experience.
Do not try to collect all the data simultaneously.
Strongmail:
Email Invite
Do
• Apply relevant email best
practices to mobile
Don’t
• Forget to include entries
for defaults
Integrate
Definition?
Why important?
Best practice?
Plug mobile into the overall marketing picture.
Provides most relevant reporting and analytics possible.
Bite off this project in easy-to-chew pieces.
Starbucks:
Mobile Card Registry
Do
• Compare mobile vs. non-
mobile customers
Don’t
• Adopt a multichannel
perspective
The 7 Killer Tactics
Opt-In
Cross-Channel
Location
Choice
A/B Testing
Dynamic Field Insertion
Integrate
Agenda For Today’s Webinar
1. The State of Mobile in 2013
2. Tactics vs. Strategy
3. 7 Killer Tactics
4. Additional Examples
5. Key Takeaways
Taco Bell:
iPad Sweepstakes
Implemented
• Integrate
Enhancement
• Opt-in
Noah’s Bagels:
2D Code Sign-Up
Implemented
• Opt-In
Enhancement
• A/B Testing
Straight Talk:
Location Targeting
Implemented
• Location
Enhancement
• Dynamic Field Insertion
Frontier Airlines:
Preference Manager
Implemented
• Choice
Enhancement
• Integrate
Pizza Hut:
Send Me Deals
Do
• Engage target audience
strategically
Don’t
• Promote technology for
technology’s sake
Obama:
Text To Call
Implemented
• Cross-channel
Enhancement
• A/B Testing
San Francisco 49ers:
Twitter CTA
Implemented
• Cross-channel
Enhancement
• Location
Agenda For Today’s Webinar
1. The State of Mobile in 2013
2. Tactics vs. Strategy
3. 7 Killer Tactics
4. Additional Examples
5. Key Takeaways
Art Of The Call To Action
Comprehensive gallery of mobile calls to
action with commentary in order to
understand best practices and ROI.
http://artofthecta.com/
Mobile Opportunity
Source: eConsultancy, 2013
57%
43%Percentage of companies that deliver a
personalized desktop experience.
87%13%
Percentage of companies that deliver a
personalized mobile experience.
54% of companies plan to adopt personalization for mobile in the next 12 months.
© 2013 Waterfall, Inc.
Don’t just message. Have a conversation.
For more information visit www.waterfall.com

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7 killer tactics to catapult a mobile marketing strategy

  • 1. Getting It Right* In Mobile Kane Russell, VP of Marketing Waterfall * 7 Killer Tactics To Catapult Your Mobile Marketing Strategy
  • 2. Waterfall Corporate ๏ Founded August 2005 ๏ Offices in SFO (HQ), Austin & NYC ๏ Backed by Vista Equity Partners ๏ Cross-channel mobile & social CRM via SMS, IVR, Passbook, QR Codes, Coupons & Social ๏ Access @ waterfall.com ๏ Personalized engagement for mobile ๏ Intuitive user interface ๏ Full-service compliance support, including provisioning, certification & audit management Platform
  • 3. Agenda For Today’s Webinar 1. The State of Mobile in 2013 2. Tactics vs. Strategy 3. 7 Killer Tactics 4. Additional Examples 5. Key Takeaways
  • 4. Mobile Device Sales By Type Source: IHS Global Insight, 2013 0 40 80 120 160 200 2005 2007 2009 2011 2013 2015 MillionsofUnits Entry Phones Feature Phones Smartphones Tablets
  • 5. Smartphone OS: 2006 - 2012 Source: comScore, 2012 0% 20% 40% 60% 80% 100% 2006 2007 2008 2009 2010 2011 2012 Symbian Palm Microsoft RIM iOS Android
  • 6. Smartphone Demographics Source: MarketingProfs, 2012 49%51% Male Female 15% 16% 21% 26% 17% 6% 13-17 18-24 25-34 35-44 45-54 55+
  • 7. Share of U.S. Adult Population Reached Source: mLightenment, 2013 2010 2012 Chg Television 89.5% 88.3% -1% Desktop PC 62.5% 58.1% -4% Radio 60.6% 58.8% -2% Newspapers 38.6% 36.1% -3% Magazines 28.6% 24.8% -4% Mobile Device 84.2% 89.0% +5%
  • 8. Replacement Rates By Mobile Phones Source: mLightenment, 2013 Smartphone Tablet Clock 65% 22% Organizer 55% 45% Music Player 52% 34% Landline Phone 35% 6% Newspaper 33% 62% Books 14% 51% PC Computer 5% 20%
  • 9. Digital Channel Stats Source: Mashable, Mass Mailer, 2012 Tweets Viewed 29% FB News Feed Stories Viewed 16% Logged in more than 1/day 58% 12% Emails Viewed 50% Viewed within 6 hours 43% Checked > than 4 times/day 98% SMS Viewed 98% Viewed within 3 minutes Avg. times phone checked/day 150
  • 10. Mobile Marketing Spending In The U.S. 2010 2011 2012 2013 2014 2015 $7,686 $5,910 $4,273 $2,964 $1,878 $1,248 $9,207 $7,078 $4,871 $3,060 $1,743 $991 $2,912 $2,174 $1,312$669$336$166 Mobile Direct Response Enhanced Advertising Mobile Media Advertising Mobile CRM $2,405 $3,957 $6,693 $10,456 $15,162 $19,806 52% 44% 77% 56% CAGR Source: mLightenment, 2013 Millions of Dollars
  • 11. Mobile Marketing Spending By Industry 2010 2011 2012 2013 2014 2015 Resources Manufacturing CPG Manufacturing, Other Wholesale Trade Retail Trade, CPG Transportation Information Finance Business Services Educational Services Health Care Arts & Recreation Accomodation & Food Other Services Government $2,405 $3,957 $6,693 $10,456 $15,162 $19,806 Source: mLightenment, 2013 Millions of Dollars
  • 12. Current Growth Of Mobile Budgets Plan to increase budget next year Plan to increase budget by more than 50% Budget has increased over past 2 years Budget has increased more than 50% past two years Consider mobile an integral element of overall strategy 51% 29% 63% 35% 72% Source: Interactive Advertising Bureau, 2012
  • 13. Agenda For Today’s Webinar 1. The State of Mobile in 2013 2. Tactics vs. Strategy 3. 7 Killer Tactics 4. Case Studies 5. Key Takeaways
  • 15. Tactics vs. Strategy Strategy Tactics General Mobile Specific Example A plan of attack designed to reach or obtain a goal Specific tasks, operations or methods to carry out a strategy How to use mobile to increase value for a business Interacting with customers through their mobile devices Acquire new customers Place a coupon mobile call to action outside of a store
  • 16.
  • 17. Agenda For Today’s Webinar 1. The State of Mobile in 2013 2. Tactics vs. Strategy 3. 7 Killer Tactics 4. Additional Examples 5. Key Takeaways
  • 18. The 7 Killer Tactics Opt-In Cross-Channel Location Choice A/B Testing Dynamic Field Insertion Integrate
  • 19. Opt-In Definition? Why important? Best practice? Actively secure mobile customer sign-ups. Expands the capacity for collecting meaningful data. Opt-ins are a two-way street. Be sure to give up something to get something in return.
  • 20.
  • 21. Stuart Weitzman: Website Takeover Do • Actively recruit customers Don’t • Make sure to segment audience to avoid off- putting aggressiveness
  • 22. Cross-Channel Definition? Why important? Best practice? Pass customers between mobile channels. Enriches campaign functionality while providing ideal 360- degree customer insight. Make sure to centralize the customer database in order to avoid errors like double-contacting.
  • 23.
  • 24. San Francisco Giants: Stadium Sleepover Do • Promote campaigns everywhere Don’t • Lose steam by under- communicating • Fail to collect an opt-in
  • 25. Location Definition? Why important? Best practice? Deliver content according to customer activity. Increases customer response and engagement. Do not feel constrained by traditional location models like geo-fencing.
  • 26.
  • 27. Subway: Window CTA Do • Attempt to segment audience when appropriate Don’t • Clutter the sign-up process
  • 28. Choice Definition? Why important? Best practice? Provide customers with ownership opportunities during the brand/customer relationship building process. Establishes trust with customer base. Think about choice from a utility perspective, not necessarily from a shiny object perspective.
  • 29.
  • 30. Pizza Hut: Send Me Deals Do • Offer customers multiple channels to receive content Don’t • Distribute the same content across each channel; each requires a specific voice
  • 31. A/B Testing Definition? Why important? Best practice? Test and iterate variations of content in order to maximize engagement rates. Constant innovation. Do not limit yourself to A/B testing. Commit to iterative testing over the long term.
  • 32.
  • 33. Lane Bryant: LB Msg Me Do • Interact with customers using relevant, engaging content Don’t • Overlook the importance of integrating at the point of sale
  • 34. Dynamic Field Insertion Definition? Why important? Best practice? Use metadata collected about customers to maximize content targeting. Personalizes the customer experience. Do not try to collect all the data simultaneously.
  • 35.
  • 36. Strongmail: Email Invite Do • Apply relevant email best practices to mobile Don’t • Forget to include entries for defaults
  • 37. Integrate Definition? Why important? Best practice? Plug mobile into the overall marketing picture. Provides most relevant reporting and analytics possible. Bite off this project in easy-to-chew pieces.
  • 38.
  • 39. Starbucks: Mobile Card Registry Do • Compare mobile vs. non- mobile customers Don’t • Adopt a multichannel perspective
  • 40. The 7 Killer Tactics Opt-In Cross-Channel Location Choice A/B Testing Dynamic Field Insertion Integrate
  • 41. Agenda For Today’s Webinar 1. The State of Mobile in 2013 2. Tactics vs. Strategy 3. 7 Killer Tactics 4. Additional Examples 5. Key Takeaways
  • 42.
  • 43. Taco Bell: iPad Sweepstakes Implemented • Integrate Enhancement • Opt-in
  • 44.
  • 45. Noah’s Bagels: 2D Code Sign-Up Implemented • Opt-In Enhancement • A/B Testing
  • 46.
  • 47. Straight Talk: Location Targeting Implemented • Location Enhancement • Dynamic Field Insertion
  • 48.
  • 49. Frontier Airlines: Preference Manager Implemented • Choice Enhancement • Integrate
  • 50. Pizza Hut: Send Me Deals Do • Engage target audience strategically Don’t • Promote technology for technology’s sake
  • 51. Obama: Text To Call Implemented • Cross-channel Enhancement • A/B Testing
  • 52.
  • 53. San Francisco 49ers: Twitter CTA Implemented • Cross-channel Enhancement • Location
  • 54. Agenda For Today’s Webinar 1. The State of Mobile in 2013 2. Tactics vs. Strategy 3. 7 Killer Tactics 4. Additional Examples 5. Key Takeaways
  • 55. Art Of The Call To Action Comprehensive gallery of mobile calls to action with commentary in order to understand best practices and ROI. http://artofthecta.com/
  • 56. Mobile Opportunity Source: eConsultancy, 2013 57% 43%Percentage of companies that deliver a personalized desktop experience. 87%13% Percentage of companies that deliver a personalized mobile experience. 54% of companies plan to adopt personalization for mobile in the next 12 months.
  • 57. © 2013 Waterfall, Inc. Don’t just message. Have a conversation. For more information visit www.waterfall.com