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www.act-on.com | @ActOnSoftware | #ActOnSW
Anatomy of an Integrated Lead
Nurture Program
Aaron Bolshaw
Database Marketing | Act-On Software
@aaron_bolshaw
www.act-on.com | @ActOnSoftware | #ActOnSW
#ActOnSW
Social
www.act-on.com | @ActOnSoftware | #ActOnSW
Today’s Presenter
Aaron Bolshaw
Senior Manager, Database Marketing
@aaron_bolshaw
www.act-on.com | @ActOnSoftware | #ActOnSW
Today’s Agenda
• Multiple CTAs
• Automated Programs
• Anatomy Lesson
• Third Party Efforts
• 2 Most Valuable Integrations
• Q&A
Image Courtesy of Tagxedo.com
www.act-on.com | @ActOnSoftware | #ActOnSW
Multiple CTAs
• Email marketing 101:
Use only 1 call to action
• Focus prospect on one
activity or you’ll lose
out on clicks &
conversions
• Short attention spans
But… is that really true?
www.act-on.com | @ActOnSoftware | #ActOnSW
Head to Head Test
Single CTA Multiple CTA
www.act-on.com | @ActOnSoftware | #ActOnSW
Head to Head Test
Single CTA Multiple CTA
The winner?
Multiple links beat out every version
of single CTA consistently by
20% or more
www.act-on.com | @ActOnSoftware | #ActOnSW
Quick Takeaways – Multi CTAs
Good For
• Increasing lead
engagement and
generation
• Increasing baseline
lead scores
• Better click-through
rates
• Identifying prospect
points of interest
When to Use
• Don’t know much (if
anything) about a
prospect
• Little or no prior
behavior taken
• Top of funnel,
introductory content
• Unknown interest
level from suspects
or prospects
Remember
• Keep a primary call
to action as core
focus
• Use text, button and
image links for
primary action
• Offer secondary links
on side column
• Use ancillaries in
header and footer
• Rotate links to hot
spot (top column)
www.act-on.com | @ActOnSoftware | #ActOnSW
Automated Programs 101
• Alternative to the batch-n-
blast method
• Different names: Trigger, Drip,
Auto-responder, cart
abandons
• Uses dynamic content and
conditional rules to send
emails at intervals
• Creates a better ‘voyage’ for
prospects and programs
nurturing
www.act-on.com | @ActOnSoftware | #ActOnSW
Under the Act-On hood
Introduce Act-On
with lighter content – videos
and white papers
Offer persona-specific
content to help aid buying
process for prospect
Decision-supportive content,
post-sale programs, and ongoing
customer communications
Act-On uses
automated programs
to create leads and
nurture them through
our revenue funnel,
focusing on where a
prospect is at in their
buying journey
www.act-on.com | @ActOnSoftware | #ActOnSW
Quick Takeaways – Auto Programs
Good For
• Funnel or sales-
stage-specific
campaigns
• Integrating with sales
operations and
activities
• Customer campaigns
• Introductory
campaigns
(acquisition-based)
• Lead qualification
When to Use
• Need more time in
your day to focus on
strategy – not
execute tactics
• You have a good base
of content
• You can navigate
lead/prospect data
• Promote/manager
webinars
• Nurture campaigns
Remember
• Technology is key
• Start small – but start
soon
• Sketch plan, collect
assets, build
• TEST! Copy program,
change wait steps to
5 minutes, and drop
yourself in
• Know when 1-offs
are better choice
www.act-on.com | @ActOnSoftware | #ActOnSW
Anatomy of Lead Nurture Program
HOT LEADS
COLD LEADS
CUSTOMER
C-LEVEL
Copy to
List
Email 1
Email Cold Email CXO
Invite
Opened
Previous
Yes No
Conditional
Messages
Testimonial
wait
wait
wait
wait
Conditional
Branching
Copy to
List
Change
Field
Value
Email 1
Email 2
Email 3
Email 4
wait 5 days
wait 5 days
wait 5 days
wait 1 day
Program 1 Program 2
30
points SALES
www.act-on.com | @ActOnSoftware | #ActOnSW
Putting the Pieces Together
• Case studies, white
papers
• PR and News
• Blogs
• Webinars
• Lead scoring
• Metrics
• SEO
• List Segmentation
• Custom email messages
• Landing pages + web
forms
• Videos
• Chat
• Social Media
• Live events
www.act-on.com | @ActOnSoftware | #ActOnSW
• Email single CTA to
Landing Page (LP)
• LP has main content –
explainer video of what
marketing automation is
• Three secondary links
• Website
• Blog with pre-populated
category of ‘marketing
automation’
• Link to demo page
• SEO Audit/Optimizer
Top of Funnel Explainer Video
www.act-on.com | @ActOnSoftware | #ActOnSW
Mid Funnel Forrester Research
• Segmentation – 3 versions of
email for small, mid, and
enterprise businesses
• Size-specific `wave charts
• Custom leader copy
• Custom body copy
• Custom highlights
• BONUS TEST – looking at
engagement across pipeline
(top vs mid vs bottom)
www.act-on.com | @ActOnSoftware | #ActOnSW
Forrester Research
Landing Page
• Full site links
• CEO Blog post
• Press Release
• Exec Summary not
gated
• Social share
• Chat (not shown)
• Demo Link
• Web Form link for
Download
www.act-on.com | @ActOnSoftware | #ActOnSW
• Email bland by design
• First 3 stages of
opportunity
• Gives a toggle switch for
sales
• Marketing Automation
Checklist
• Blog posts
• Sales rep
personalization
• Main CTA is “talk with
rep”
Bottom Funnel – Decision Support
www.act-on.com | @ActOnSoftware | #ActOnSW
• No Landing Page –
checklist PDF opens
directly in browser
• More focused on
content, not options
• Checklist links to social
media outlets
• Links to step-by-step
implementation video
Bottom Funnel
Decision Support
www.act-on.com | @ActOnSoftware | #ActOnSW
Third Party Efforts
• Press, reviews, media
mentions… they’re out there
• How do you harness them?
• Integrate them?
• Track your prospects
engagement with it?
• What about your offline
events?
The best content
doesn’t always
come from within,
and it
often comes
unannounced
www.act-on.com | @ActOnSoftware | #ActOnSW
VentureBeat Article
ORIGINAL URL
http://venturebeat.com/5-davids-beating-goliath-in-
the-cloud-arena/#fPV2P5EXwdDrfaSX.02
CUSTOM URL
http://mktg.actonsoftware.com/acton/attachment/24
8/u-0157/0/-/-/-/-/
Sharing the direct, original
link can hide the behavior.
Coupling this article with a
custom link allows us to
score the page visit for
much better visibility.
www.act-on.com | @ActOnSoftware | #ActOnSW
Prospects don’t just live online…
• Important to integrate online
and offline behavior – for your
efforts AND 3rd Party
• Take live, offline event
attendance like the Integrated
Marketing Summit or DF13 –
and include them in an
otherwise digital profile?
• Fuller profile aids
targeting/messaging
• Helps sales understand the
prospect’s interest
www.act-on.com | @ActOnSoftware | #ActOnSW
Integrating Live & 3rd
Party Events
• We start to see patterns
in what events people
attend (and don’t)
• Useful for targeting
messages (SEO, Social,
Lead Gen, etc.)
• Also extremely useful
for sales to hold
meaningful first
conversations
• Great for content
syndication
www.act-on.com | @ActOnSoftware | #ActOnSW
2 Most Valuable Integrations…
PROSPECTS
• Behavior profiling
• Attribute profiling – title,
industry, etc.
• Lead Scoring
• Campaigns targeting
specific actions – product
page visits, pricing pages,
quote pages
• This is the link to creating a
buyer journey
www.act-on.com | @ActOnSoftware | #ActOnSW
2 Most Valuable Integrations…
SALES
• Put all this great integration
and insight to work on your
REVENUE
• Visibility = better
conversations focused on
what prospect needs
• Scoring = better
prioritization on hot leads
• Invite them to the scoring
discussion
Know their technology
Using the InsideSales.com platform allows Act-On
to effectively follow up with leads from automated
programs. Data flowing from automated programs
takes this technology into consideration.
www.act-on.com | @ActOnSoftware | #ActOnSW
Learn More About Act-On Software
Got Demo?
+1 (877) 530-1555
sales@act-on.com
www.act-on.com/wave
THE FORRESTER WAVE™
LEADER QUADRANT
www.act-on.com | @ActOnSoftware | #ActOnSW
Q&A

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Anatomy of an Integrated Lead Nurture Program

  • 1. www.act-on.com | @ActOnSoftware | #ActOnSW Anatomy of an Integrated Lead Nurture Program Aaron Bolshaw Database Marketing | Act-On Software @aaron_bolshaw
  • 2. www.act-on.com | @ActOnSoftware | #ActOnSW #ActOnSW Social
  • 3. www.act-on.com | @ActOnSoftware | #ActOnSW Today’s Presenter Aaron Bolshaw Senior Manager, Database Marketing @aaron_bolshaw
  • 4. www.act-on.com | @ActOnSoftware | #ActOnSW Today’s Agenda • Multiple CTAs • Automated Programs • Anatomy Lesson • Third Party Efforts • 2 Most Valuable Integrations • Q&A Image Courtesy of Tagxedo.com
  • 5. www.act-on.com | @ActOnSoftware | #ActOnSW Multiple CTAs • Email marketing 101: Use only 1 call to action • Focus prospect on one activity or you’ll lose out on clicks & conversions • Short attention spans But… is that really true?
  • 6. www.act-on.com | @ActOnSoftware | #ActOnSW Head to Head Test Single CTA Multiple CTA
  • 7. www.act-on.com | @ActOnSoftware | #ActOnSW Head to Head Test Single CTA Multiple CTA The winner? Multiple links beat out every version of single CTA consistently by 20% or more
  • 8. www.act-on.com | @ActOnSoftware | #ActOnSW Quick Takeaways – Multi CTAs Good For • Increasing lead engagement and generation • Increasing baseline lead scores • Better click-through rates • Identifying prospect points of interest When to Use • Don’t know much (if anything) about a prospect • Little or no prior behavior taken • Top of funnel, introductory content • Unknown interest level from suspects or prospects Remember • Keep a primary call to action as core focus • Use text, button and image links for primary action • Offer secondary links on side column • Use ancillaries in header and footer • Rotate links to hot spot (top column)
  • 9. www.act-on.com | @ActOnSoftware | #ActOnSW Automated Programs 101 • Alternative to the batch-n- blast method • Different names: Trigger, Drip, Auto-responder, cart abandons • Uses dynamic content and conditional rules to send emails at intervals • Creates a better ‘voyage’ for prospects and programs nurturing
  • 10. www.act-on.com | @ActOnSoftware | #ActOnSW Under the Act-On hood Introduce Act-On with lighter content – videos and white papers Offer persona-specific content to help aid buying process for prospect Decision-supportive content, post-sale programs, and ongoing customer communications Act-On uses automated programs to create leads and nurture them through our revenue funnel, focusing on where a prospect is at in their buying journey
  • 11. www.act-on.com | @ActOnSoftware | #ActOnSW Quick Takeaways – Auto Programs Good For • Funnel or sales- stage-specific campaigns • Integrating with sales operations and activities • Customer campaigns • Introductory campaigns (acquisition-based) • Lead qualification When to Use • Need more time in your day to focus on strategy – not execute tactics • You have a good base of content • You can navigate lead/prospect data • Promote/manager webinars • Nurture campaigns Remember • Technology is key • Start small – but start soon • Sketch plan, collect assets, build • TEST! Copy program, change wait steps to 5 minutes, and drop yourself in • Know when 1-offs are better choice
  • 12. www.act-on.com | @ActOnSoftware | #ActOnSW Anatomy of Lead Nurture Program HOT LEADS COLD LEADS CUSTOMER C-LEVEL Copy to List Email 1 Email Cold Email CXO Invite Opened Previous Yes No Conditional Messages Testimonial wait wait wait wait Conditional Branching Copy to List Change Field Value Email 1 Email 2 Email 3 Email 4 wait 5 days wait 5 days wait 5 days wait 1 day Program 1 Program 2 30 points SALES
  • 13. www.act-on.com | @ActOnSoftware | #ActOnSW Putting the Pieces Together • Case studies, white papers • PR and News • Blogs • Webinars • Lead scoring • Metrics • SEO • List Segmentation • Custom email messages • Landing pages + web forms • Videos • Chat • Social Media • Live events
  • 14. www.act-on.com | @ActOnSoftware | #ActOnSW • Email single CTA to Landing Page (LP) • LP has main content – explainer video of what marketing automation is • Three secondary links • Website • Blog with pre-populated category of ‘marketing automation’ • Link to demo page • SEO Audit/Optimizer Top of Funnel Explainer Video
  • 15. www.act-on.com | @ActOnSoftware | #ActOnSW Mid Funnel Forrester Research • Segmentation – 3 versions of email for small, mid, and enterprise businesses • Size-specific `wave charts • Custom leader copy • Custom body copy • Custom highlights • BONUS TEST – looking at engagement across pipeline (top vs mid vs bottom)
  • 16. www.act-on.com | @ActOnSoftware | #ActOnSW Forrester Research Landing Page • Full site links • CEO Blog post • Press Release • Exec Summary not gated • Social share • Chat (not shown) • Demo Link • Web Form link for Download
  • 17. www.act-on.com | @ActOnSoftware | #ActOnSW • Email bland by design • First 3 stages of opportunity • Gives a toggle switch for sales • Marketing Automation Checklist • Blog posts • Sales rep personalization • Main CTA is “talk with rep” Bottom Funnel – Decision Support
  • 18. www.act-on.com | @ActOnSoftware | #ActOnSW • No Landing Page – checklist PDF opens directly in browser • More focused on content, not options • Checklist links to social media outlets • Links to step-by-step implementation video Bottom Funnel Decision Support
  • 19. www.act-on.com | @ActOnSoftware | #ActOnSW Third Party Efforts • Press, reviews, media mentions… they’re out there • How do you harness them? • Integrate them? • Track your prospects engagement with it? • What about your offline events? The best content doesn’t always come from within, and it often comes unannounced
  • 20. www.act-on.com | @ActOnSoftware | #ActOnSW VentureBeat Article ORIGINAL URL http://venturebeat.com/5-davids-beating-goliath-in- the-cloud-arena/#fPV2P5EXwdDrfaSX.02 CUSTOM URL http://mktg.actonsoftware.com/acton/attachment/24 8/u-0157/0/-/-/-/-/ Sharing the direct, original link can hide the behavior. Coupling this article with a custom link allows us to score the page visit for much better visibility.
  • 21. www.act-on.com | @ActOnSoftware | #ActOnSW Prospects don’t just live online… • Important to integrate online and offline behavior – for your efforts AND 3rd Party • Take live, offline event attendance like the Integrated Marketing Summit or DF13 – and include them in an otherwise digital profile? • Fuller profile aids targeting/messaging • Helps sales understand the prospect’s interest
  • 22. www.act-on.com | @ActOnSoftware | #ActOnSW Integrating Live & 3rd Party Events • We start to see patterns in what events people attend (and don’t) • Useful for targeting messages (SEO, Social, Lead Gen, etc.) • Also extremely useful for sales to hold meaningful first conversations • Great for content syndication
  • 23. www.act-on.com | @ActOnSoftware | #ActOnSW 2 Most Valuable Integrations… PROSPECTS • Behavior profiling • Attribute profiling – title, industry, etc. • Lead Scoring • Campaigns targeting specific actions – product page visits, pricing pages, quote pages • This is the link to creating a buyer journey
  • 24. www.act-on.com | @ActOnSoftware | #ActOnSW 2 Most Valuable Integrations… SALES • Put all this great integration and insight to work on your REVENUE • Visibility = better conversations focused on what prospect needs • Scoring = better prioritization on hot leads • Invite them to the scoring discussion Know their technology Using the InsideSales.com platform allows Act-On to effectively follow up with leads from automated programs. Data flowing from automated programs takes this technology into consideration.
  • 25. www.act-on.com | @ActOnSoftware | #ActOnSW Learn More About Act-On Software Got Demo? +1 (877) 530-1555 sales@act-on.com www.act-on.com/wave THE FORRESTER WAVE™ LEADER QUADRANT