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All Together Now:
  Integrating Conversion
  Optimization into Your
    Marketing Strategy
Todd Barrs, Webroot Software
Brian Jones, Dealer.com
Conversion Integration
      Making The Case For Continuous Improvement Through Agile Techniques




                   Todd Barrs
                   Sr. Manager, Website Optimization
                   October 20, 2011




Thursday,"October"20,"11"           Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   1"
A"Case"Study"In"Progress"




Thursday,"October"20,"11"        Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   2"
Conversion Optimization
    Cannot Operate in Isolation




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   3"
Effects of Isolation




   User Shown: http://R.Beetagg.com/?488UZ1

   Then Redirected to: Webroot.com/android-phone.html


Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   4"
Conversion Conference San Francisco 2011

     Summary:
     1.  Align performance metrics (CR) across the entire
         organization.
     2.  Get to know your internal customers (get buy-in).
     3.  Clearly define & agree on testing metrics.
     4.  Start small, and optimize to impact revenue.




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   5"
Revolutionizing The Security Industry




                            •  6MB"ThinKClient"
                            •  Super"Fast"Scan"Times"
                            •  CloudKbased"Security"

Thursday,"October"20,"11"     Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   6"
Website Redesign

                            Old"                                                                     New"




Thursday,"October"20,"11"          Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"    7"
Setting Page Goals & Priorities

                                  "                                           "
                            What"visitors"                            What"we"want"
                            want"to"know."                           visitors"to"know."



                                   "                                            "
                            What"we"want"                                  What"visitors"
                            visitors"to"do."                               want"to"do."
                                                                                "


Thursday,"October"20,"11"          Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   8"
Redesign Analysis




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   9"
Marketing Campaigns & Awards




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   10"
Effects of Integration




   •  User Presented: Webroot.com/SAantivirus-Demo
   •  Tracking done by web analytics
   •  Continuous user experience



Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   11"
New Website Performance


                              Website"Conversion"Rate"




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   12"
What Happened?




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   13"
Redesign Improvement (Theory)




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   14"
Redesign Risks


     •  “Best Guess”
     •  Loss of visitor feedback loop
     •  There is a HUGE opportunity cost (lack of testing)
     •  If you must redesign:
               –  Keep the redesign process as simple & short as possible
               –  Redesign ready for testing on day one




Thursday,"October"20,"11"      Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   15"
Continuous “Conversion” Improvement




Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   16"
Often The Same Destination


                                                                                                                  B


                            Continuous Improvement




               A
                                                                                                 Redesign Effort




Thursday,"October"20,"11"                 Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   17"
Agile Improvement (Optimization)

    •  Based on agile management & software dev concepts
    •  Websites are software
    •  Websites are fluid and always changing
                    (Visitors, markets, seasonality, technology)
    •  There is no “optimal” state
    •  Maximize the frequency of pivots (changes/testing)
    •  Ideas, select, execute, analyze, iterate




Thursday,"October"20,"11"          Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   18"
Lessons Learned & Next Steps

    •  Began testing immediately
    •  Paralleling with vastly different version (agile redesign)
    •  Organizational change (Demand Generation)
               –  Reporting structure
               –  Physical seating structure
    •  Reducing/eliminating requirements documentation
    •  Wire-mock vs. wireframe, then mockup (1 revision)
    •  Adapting site structure for self service


Thursday,"October"20,"11"       Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   19"
Summary

    •  Redesigns are risky
               –  Best guess (lose feedback loop)
               –  Opportunity cost
               –  Keep redesign short and simple
    •  Websites: The only constant is change
    •  Continuous & Agile “Conversion” Improvement
               –  Increase your ability pivot often
               –  Feedback from your visitors: Test, Implement, Repeat



Thursday,"October"20,"11"       Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   20"
Contact Information




                                           Todd W. Barrs
                            Sr. Manager, Website Optimization
                                  tbarrs@Webroot.com


                            www.Webroot.com


                             "/Webroot"                               @Webroot"


Thursday,"October"20,"11"   Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   21"
Additional Resources




       VisitorCentric.com                                           3000+ Syndicated Articles

       VisitorCentric.com/Tools                                     250+ Tools, Books & Services
       VisitorCentric.com/Forums Case Studies, White Papers, Discussion




                                Todd W. Barrs                                               "/VisitorCentric"
                                 Co-Founder
                                                                                             @VisitorCentric"
                            Todd@VisitorCentric.com
                                                                                              Groups"“Visitor"Centric”"
Thursday,"October"20,"11"                    Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   22"
Additional Resources

        Why Search Marketing Silos Are Conversion Killers
                   Brian Massey & Chris Robino



                            QR Code Conversion Optimization
                                      Todd Barrs




Thursday,"October"20,"11"          Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on"   23"
All Together Now: Integrating Conversion
Optimization into Your Marketing Strategy



                          ff
Preface
•  Every situation and company is unique
•  There is no black & white in CRO terms
•  I can speak of my past experiences
•  Recently joined Dealer.com as Senior Manager, Search
   Operations.

•  Dealer.com is a technology and marketing company in
   the Automotive Industry based in Burlington, VT.

•  My role is to contribute as a thought leader and advise a
   cross functional team on strategies to enhance services,
   products, and tools.

•  Over 12 years experience in digital marketing in a variety
   of industries and capacities.
Quick Agenda
•    What is CRO?
•    CRO Evolution & My Experiences
•    Overcoming Cross Department Objections
•    Resources
•    Q&A
Building Enterprise Level Testing
            Programs
What is CRO?
•  Critical Question: What is conversion optimization?
•  Is it testing page components such as headlines, offers,
   buttons, and colors?
•  Is it what technology is better?
•  25 A/B Test Case Studies Session Yesterday
   –  Test specifics
   –  What If’s
   –  Scenarios
•  DO NOT copy your competitors tests
What is CRO?
•  Understanding the difference between testing and
   creating an optimal user experiences that delivers
   relevancy
•  The Human Connection Session Yesterday
   –  Stressed upon User Experience
   –  The people/knowledge before the technology
   –  Understanding each and every situation is unique
•  Most organizations go through an evolution learning how
   to crawl, then walk, and finally run.
Re-Evaluating the Conversion Process
                                       Header
                                       Offer
                                       Copy
                     User Experience   CTA
                                       Design
Post Click Strategy
Are You Truly Segmenting all Your Traffic and Visitors?
                 User                            User
                       Experience              Experience

-  Marketing Channel
-  Device
-  Persona
-  Searcher Intent


                          User                    User
                       Experience              Experience
Crawling Phase
Tactics Include:
-  Quick actions & small scale tests showing micro success
-  Free tools and resources requiring no long term strategy
-  Non-Committal: Requiring no formal approvals or business
   justifications

My Example
-  CEO wanted to remove free offer on PPC landing page
-  Ran 30 day A/B split test using GWO and built 1 yr, 2 yr, & 3 yr. revenue
   model
-  Result: After seeing test results, CEO did not want to remove free
   offer
Challenge decisions made
   with lack of data or
 complete understanding
Walking Phase
Tactics Include:
-  Project Based: Time line based
-  Financial/Results Oriented Goal: Scenario based revenue models
   creating definable ROI
-  Limited Exposure: Subset of traffic, set cost, guarantee

My Example:
-  Built a comprehensive ROI model based on reasonable lift
-  Plan included a lift guarantee or money back therefore creating low risk
-  Result: Double digit lift in lead conversions resulting in millions
What s Right For You?
Vendor    Feature 1 Feature 2 Feature 3 Feature 4 Feature 5   ! Technology*vs.*Professional*Services*
Name 1        x         x                   x
Name 2                  x                   x         x
                                                              ! Implementa8on*Timeline*
Name 3        x                   x         x                 ! Implementa8on*Technology*
Name 4        x         x                             x
                                                              ! Guarantee*
Name 5                  x         x         x
Name 6        x                   x                   x       ! Past*Success*
Name 7        x         x         x         x
                                                              ! Total*Cost*of*Ownership*
Name 8        x         x                             x
Name 9        x                   x         x                 ! Years*in*Business*
Name 10                           x         x         x
                                                              ! Tes8ng*Methods*
Running Phase
-    Long Term Commitment
-    Dedicated Resources
-    Sophisticated Toolset and Analytics

My Example:
-  Building upon past smaller successes
-  Demonstrated the advantages of a long term comprehensive conversion
   program vs. testing .
-  Built internal cross department support with web development & designers
-  Invested in best of breed resources including toolset, analytics, and people
-  ****Overhauling Strategy vs. Testing Elements of a Page****
Cross Department Support
•  As we moved through the phases resistance built
•  Key is Common Sense. Most Individuals Want to Feel
   Involved and Valued
•  Objections Include:
   1.    You are outsourcing thus eliminating my job
   2.    You are doing this because you do not believe we are capable
   3.    We have unique IT systems and 3rd party tools will not work
   4.    In the past we decided this would not work
   5.    There are other more important projects
Objection No. 1
•  Objection: You are outsourcing thus eliminating our jobs

•  Response: What s In It For Them?

  You will learn a new skill set that will make you more
  valuable to this company as a conversion rate expert
  and more marketable in general
Objection No. 2
•  Objection: You are doing this because you do not
   believe we are capable

•  Response: What s In It For Them?

  You can focus on other equally or more important
  projects that fit your skill set more accurately.
Objection No. 3
•  Objection: We have unique IT systems and 3rd party
   tools will not work

•  Response: Involvement & Participation

  I would like you to be involved and discuss these specific
  issues as you are much more qualified than me.
Objection No. 4
•  Objection: In the past we decided this would not work

•  Response: Involvement & Participation

  Let me show you my research and get you involved and
  let me know your thoughts.
Objection No. 5
•  Objection: There are other more important projects

•  Response: What s In It For Them?

  Goal is to increase effectiveness and ROI across the
  board for all of our projects.
Key Take Aways
1.    Don t Confuse Testing & Conversion Optimization
2.    It s Not About the Technology
3.    Conversion Optimization affects the entire organization
4.    Think of all Parties Involved & Create Value
5.    DO NOT copy your competitors
Resources
Great Reads…

-  Honest Seduction: Using Post-Click Marketing to Turn
   Landing Pages into Game Changers

-  Landing Page Optimization: The Definitive Guide to
   Testing and Tuning for Conversions

-  Ultimate Guide to Pay-Per-Click Marketing
Questions
Twitter @BrianAllenJones
LinkedIn:linkedin.com/in/brianallenjones
Email: brian.jones@dealer.com
Day 2: Integrating Conversion Optimization into Your Marketing Strategy

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Day 2: Integrating Conversion Optimization into Your Marketing Strategy

  • 1. All Together Now: Integrating Conversion Optimization into Your Marketing Strategy Todd Barrs, Webroot Software Brian Jones, Dealer.com
  • 2. Conversion Integration Making The Case For Continuous Improvement Through Agile Techniques Todd Barrs Sr. Manager, Website Optimization October 20, 2011 Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 1"
  • 3. A"Case"Study"In"Progress" Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 2"
  • 4. Conversion Optimization Cannot Operate in Isolation Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 3"
  • 5. Effects of Isolation User Shown: http://R.Beetagg.com/?488UZ1 Then Redirected to: Webroot.com/android-phone.html Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 4"
  • 6. Conversion Conference San Francisco 2011 Summary: 1.  Align performance metrics (CR) across the entire organization. 2.  Get to know your internal customers (get buy-in). 3.  Clearly define & agree on testing metrics. 4.  Start small, and optimize to impact revenue. Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 5"
  • 7. Revolutionizing The Security Industry •  6MB"ThinKClient" •  Super"Fast"Scan"Times" •  CloudKbased"Security" Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 6"
  • 8. Website Redesign Old" New" Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 7"
  • 9. Setting Page Goals & Priorities " " What"visitors" What"we"want" want"to"know." visitors"to"know." " " What"we"want" What"visitors" visitors"to"do." want"to"do." " Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 8"
  • 10. Redesign Analysis Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 9"
  • 11. Marketing Campaigns & Awards Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 10"
  • 12. Effects of Integration •  User Presented: Webroot.com/SAantivirus-Demo •  Tracking done by web analytics •  Continuous user experience Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 11"
  • 13. New Website Performance Website"Conversion"Rate" Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 12"
  • 14. What Happened? Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 13"
  • 15. Redesign Improvement (Theory) Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 14"
  • 16. Redesign Risks •  “Best Guess” •  Loss of visitor feedback loop •  There is a HUGE opportunity cost (lack of testing) •  If you must redesign: –  Keep the redesign process as simple & short as possible –  Redesign ready for testing on day one Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 15"
  • 17. Continuous “Conversion” Improvement Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 16"
  • 18. Often The Same Destination B Continuous Improvement A Redesign Effort Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 17"
  • 19. Agile Improvement (Optimization) •  Based on agile management & software dev concepts •  Websites are software •  Websites are fluid and always changing (Visitors, markets, seasonality, technology) •  There is no “optimal” state •  Maximize the frequency of pivots (changes/testing) •  Ideas, select, execute, analyze, iterate Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 18"
  • 20. Lessons Learned & Next Steps •  Began testing immediately •  Paralleling with vastly different version (agile redesign) •  Organizational change (Demand Generation) –  Reporting structure –  Physical seating structure •  Reducing/eliminating requirements documentation •  Wire-mock vs. wireframe, then mockup (1 revision) •  Adapting site structure for self service Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 19"
  • 21. Summary •  Redesigns are risky –  Best guess (lose feedback loop) –  Opportunity cost –  Keep redesign short and simple •  Websites: The only constant is change •  Continuous & Agile “Conversion” Improvement –  Increase your ability pivot often –  Feedback from your visitors: Test, Implement, Repeat Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 20"
  • 22. Contact Information Todd W. Barrs Sr. Manager, Website Optimization tbarrs@Webroot.com www.Webroot.com "/Webroot" @Webroot" Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 21"
  • 23. Additional Resources VisitorCentric.com 3000+ Syndicated Articles VisitorCentric.com/Tools 250+ Tools, Books & Services VisitorCentric.com/Forums Case Studies, White Papers, Discussion Todd W. Barrs "/VisitorCentric" Co-Founder @VisitorCentric" Todd@VisitorCentric.com Groups"“Visitor"Centric”" Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 22"
  • 24. Additional Resources Why Search Marketing Silos Are Conversion Killers Brian Massey & Chris Robino QR Code Conversion Optimization Todd Barrs Thursday,"October"20,"11" Webroot"So*ware,"Inc."–""Proprietary"and"Confiden:al"Informa:on" 23"
  • 25. All Together Now: Integrating Conversion Optimization into Your Marketing Strategy ff
  • 26. Preface •  Every situation and company is unique •  There is no black & white in CRO terms •  I can speak of my past experiences
  • 27. •  Recently joined Dealer.com as Senior Manager, Search Operations. •  Dealer.com is a technology and marketing company in the Automotive Industry based in Burlington, VT. •  My role is to contribute as a thought leader and advise a cross functional team on strategies to enhance services, products, and tools. •  Over 12 years experience in digital marketing in a variety of industries and capacities.
  • 28. Quick Agenda •  What is CRO? •  CRO Evolution & My Experiences •  Overcoming Cross Department Objections •  Resources •  Q&A
  • 29. Building Enterprise Level Testing Programs
  • 30. What is CRO? •  Critical Question: What is conversion optimization? •  Is it testing page components such as headlines, offers, buttons, and colors? •  Is it what technology is better? •  25 A/B Test Case Studies Session Yesterday –  Test specifics –  What If’s –  Scenarios •  DO NOT copy your competitors tests
  • 31. What is CRO? •  Understanding the difference between testing and creating an optimal user experiences that delivers relevancy •  The Human Connection Session Yesterday –  Stressed upon User Experience –  The people/knowledge before the technology –  Understanding each and every situation is unique •  Most organizations go through an evolution learning how to crawl, then walk, and finally run.
  • 32. Re-Evaluating the Conversion Process Header Offer Copy User Experience CTA Design
  • 33. Post Click Strategy Are You Truly Segmenting all Your Traffic and Visitors? User User Experience Experience -  Marketing Channel -  Device -  Persona -  Searcher Intent User User Experience Experience
  • 34. Crawling Phase Tactics Include: -  Quick actions & small scale tests showing micro success -  Free tools and resources requiring no long term strategy -  Non-Committal: Requiring no formal approvals or business justifications My Example -  CEO wanted to remove free offer on PPC landing page -  Ran 30 day A/B split test using GWO and built 1 yr, 2 yr, & 3 yr. revenue model -  Result: After seeing test results, CEO did not want to remove free offer
  • 35. Challenge decisions made with lack of data or complete understanding
  • 36. Walking Phase Tactics Include: -  Project Based: Time line based -  Financial/Results Oriented Goal: Scenario based revenue models creating definable ROI -  Limited Exposure: Subset of traffic, set cost, guarantee My Example: -  Built a comprehensive ROI model based on reasonable lift -  Plan included a lift guarantee or money back therefore creating low risk -  Result: Double digit lift in lead conversions resulting in millions
  • 37. What s Right For You? Vendor Feature 1 Feature 2 Feature 3 Feature 4 Feature 5 ! Technology*vs.*Professional*Services* Name 1 x x x Name 2 x x x ! Implementa8on*Timeline* Name 3 x x x ! Implementa8on*Technology* Name 4 x x x ! Guarantee* Name 5 x x x Name 6 x x x ! Past*Success* Name 7 x x x x ! Total*Cost*of*Ownership* Name 8 x x x Name 9 x x x ! Years*in*Business* Name 10 x x x ! Tes8ng*Methods*
  • 38. Running Phase -  Long Term Commitment -  Dedicated Resources -  Sophisticated Toolset and Analytics My Example: -  Building upon past smaller successes -  Demonstrated the advantages of a long term comprehensive conversion program vs. testing . -  Built internal cross department support with web development & designers -  Invested in best of breed resources including toolset, analytics, and people -  ****Overhauling Strategy vs. Testing Elements of a Page****
  • 39. Cross Department Support •  As we moved through the phases resistance built •  Key is Common Sense. Most Individuals Want to Feel Involved and Valued •  Objections Include: 1.  You are outsourcing thus eliminating my job 2.  You are doing this because you do not believe we are capable 3.  We have unique IT systems and 3rd party tools will not work 4.  In the past we decided this would not work 5.  There are other more important projects
  • 40. Objection No. 1 •  Objection: You are outsourcing thus eliminating our jobs •  Response: What s In It For Them? You will learn a new skill set that will make you more valuable to this company as a conversion rate expert and more marketable in general
  • 41. Objection No. 2 •  Objection: You are doing this because you do not believe we are capable •  Response: What s In It For Them? You can focus on other equally or more important projects that fit your skill set more accurately.
  • 42. Objection No. 3 •  Objection: We have unique IT systems and 3rd party tools will not work •  Response: Involvement & Participation I would like you to be involved and discuss these specific issues as you are much more qualified than me.
  • 43. Objection No. 4 •  Objection: In the past we decided this would not work •  Response: Involvement & Participation Let me show you my research and get you involved and let me know your thoughts.
  • 44. Objection No. 5 •  Objection: There are other more important projects •  Response: What s In It For Them? Goal is to increase effectiveness and ROI across the board for all of our projects.
  • 45. Key Take Aways 1.  Don t Confuse Testing & Conversion Optimization 2.  It s Not About the Technology 3.  Conversion Optimization affects the entire organization 4.  Think of all Parties Involved & Create Value 5.  DO NOT copy your competitors
  • 46. Resources Great Reads… -  Honest Seduction: Using Post-Click Marketing to Turn Landing Pages into Game Changers -  Landing Page Optimization: The Definitive Guide to Testing and Tuning for Conversions -  Ultimate Guide to Pay-Per-Click Marketing
  • 47.
  • 48.