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Designing the Email marketing and
campaigning platform :
Research Findings and Design Process
Objectives


             The objective is to study the phenomenon
             of Email marketing holistically and
             design an Email campaign Manager.
Secondary Research-
              Reading online journals, papers and
              reviews about email marketing. Having
              enough knowledge base to design a
              system encompassing the phenomenon.
              Simultaneously, user research is being
              carried out through the same media.


              Systems approach-
              Study about system thinking, dynamics
Methodology
              and the relevance to selected area of
              exploration.(Email marketing)




              System Design-
              Identifying the main entities in the system
              problem, having set labels and working
              out the dynamics to form feedback loops
Knowledge workers sift through hundreds
                           of emails per week, more than one-
                           half of which are spam, leading to
                           information overload- a situation when
                           more information is not better.
                           (Schwartz, 2004 and Simon, 1971)

                           The bottom line is that useful email
                           marketing messages are lost in the
                           background noise with negative
Problem areas identified   consequences for short-term
                           ROI and long-term industry health.
                           (Nussey, 2007)

                           development of more efficient algorithms
                           for distinguishing regular email from spam
                           (Fawcett, 2003 and Gray and Haahr, 2004).

                           less spam like messages need to be
                           created by marketing personnel whose
                           business now relies on email campaigning
                           (Garretson, 2007) .
There are people actually responsible
                      to design and send email campaigns,
                      with the use of email designing
                      software online.

Design Intervention

                      To design a responsive email
                      campaigning manager which makes
                      sure that email goes to the user's inbox
                      instead of going to junk folder.
User research in the matter is primarily
                dependent on secondary research
                techniques.

User Research

                Customer expectations, expert reviews
                of products, blogs and surveys have
                been a good source to gather insights
                from actual users of email marketing.
Feature Set
                            offers professional features user will
                            need to create customer surveys,
                            newsletters and other event emails.
                            .
                            Email Campaign Creation
                            Creating an email marketing campaign
                            should be easy, regardless of user’s
                            skill level or experience..

                            Campaign Reporting
                            Email marketing services provide
Primary user expectations   reports, graphs and statistics that show
                            the user how the email campaign is
                            doing.

                            Help & Support
                            Help options to get the user started,
                            including a user manual, a wizard to
                            walk him through the creation and
                            monitoring of email campaign, FAQs, a
                            blog, tutorials and articles that explain
                            how to create effective campaigns.
Intricate details gathered from customer reviews.
•   They tend to become frustrated with providers that ask the user for extra fee for every feature they
    wanted to add. It’s like a promise broken, the user may switch to other services.
•   The initial user may pass on the job of designing the campaigns to other people like assistants after they
    have also got acquainted with the platform.
•   Customer like to have an email marketing consultant who will be your contact for your campaign. They are
    very helpful and easy to get in contact with.
•   “Choosing a solution for a new company, I needed an email application that gave me the tools I needed on
    a tight budget. I needed quality reporting, and a robust interface that would be quick to get up and
    running—after all I want to focus on marketing not the application. “
•   Loved features :
1.     Dragging and dropping sections
2.     Undo Button
3.     Creating columns in sections
4.     After sending an email, a map shows up pinpointing where your readers are located
5.     No sign up fee, pay per month for unlimited emails sent, not cost per email.
6.     Appreciate fast and clear telephonic support.
7.     Ability to send email from mobile devices
8.     The interface is intuitive
9.     to sync my mailing list to an existing CRM database— users don't have time to manually synch up data
       through CSV files, or work with API's as is required with most other apps
10.    compatibility with Microsoft Excel to import contacts.
11.    To add custom made templates (by a developer).
12.    No restrictions of any sort on the contact lists.
Stephanie Gandsey
                          Senior Marketing Communication Specialist
                          Responsible for all internal and external
                          communications for the company, including web
                          management, brand management, content
                          creation, marketing collateral design, training and
                          IT Communication.
                          .
                          Russ Henneberry
                          Content Manager | Business Blog Strategist
                          at Crazy Egg Software Company
                          experienced in using the Internet to drive sales,
Few real user profiles:   leads and referrals. My background is in content
                          management, business blogging, analytics,
                          conversion optimization and community building
                          through social media.
                          .
                          Angela Noble
                          Graphic designer and writer.
                          Creates brand identities, website designs, mobile app
                          interfaces, marketing copy, marketing collateral and
                          more for clients both locally and across the U.S. UI
                          Designer/Developer) working on website designs,
                          email marketing campaigns, brand identities
Email Layout Structure
                                                                                                                                            HTML
                                                                                                                                            frame
                                                                                                                                            100%
                                                                 Lorem                                                                     HTML
                       Email Client                 Popularity
                                                                 ipsum                                                                     inner
                       iOS Devices                  35.60%
                                                                 doit
                                                                                                        table                              frame
                        iPhone                      25.05%
                                                                 suirt...                                                                  98%
                        iPad                        9.74%

                        iPod Touch                  0.81%

                       Microsoft Outlook            20.14%
                                                                 Lorem
                        Outlook 2000, 2003, Express 7.68%

                        Outlook 2007                6.51%
                                                                 ipsum                         td                       td                  HTML
                                                                 doit
                        Outlook 2010                5.96%
                                                                 suirt...                                                                   Table
                       Hotmail                      13.57%

                       Apple Mail
                        Apple Mail 5
                                                    11%

                                                    4.31%
                                                                                                    td colspan 2
                        Apple Mail 4                3.75%        Lorem
                        Apple Mail 6                             ipsum
                        Apple Mail 3
                                                    1.70%

                                                    1.04%        doit                     td               td                td            HTML
                                                                                                                                           Table
                        Apple Mail 2                0.20%        suirt...
                       Yahoo! Mail                  9.85%

                       Gmail                        8.43%

                       Android                      4.74%

                       Windows Live Desktop         2.34%

                       Thunderbird                  1.03%

                       AOL                          0.91%

                        AOL Mail                    0.79%                       Spam Filters
                        AOL Desktop 9.1             0.12%
Testing Environments                                                        •       If Area of image content > Area of Non-image content
                       Sparrow                      0.19%
                                                                                then Email goes in SPAM.
                       Windows Phone 7              0.14%
                                                                            •       String Check (for specific words)
                       Lotus Notes 6 & 7            0.07%                   •       Email service providers
> Litmusapp.com A/c    Blackberry                   0.05%                   •       1px transparent graphics
> IP checker           Excite                       0.02%                   •       Forms & Content (http://www.lyris.com/us-en/contentchecker)
> Adobe Browser Lab    Palm WebOS                   0.01%                   •       JavaScript
                       Entourage 2004               0.01%
User research
                            More number of actual user of the products
                            in the market need to be consulted to gather
                            pain points, a competitive analysis of
                            different platforms.

                            Persona Creation
                            Having the user research going side by
                            side, a solid archetype of the user is being
                            created, which shall be referred to and
Next steps in the process   used for further design decisions of the
                            campaign editor’s User Interface.

                            Analysis
                            The findings of research will be put to
                            analysis and important insights shall be
                            worked upon.

                            Interface Wireframe iterations
                            -The prototypes of editor platform
                            -Interaction storyboards
                            -Visual Design

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Design project 2 email marketing campaign manager

  • 1. Designing the Email marketing and campaigning platform : Research Findings and Design Process
  • 2. Objectives The objective is to study the phenomenon of Email marketing holistically and design an Email campaign Manager.
  • 3. Secondary Research- Reading online journals, papers and reviews about email marketing. Having enough knowledge base to design a system encompassing the phenomenon. Simultaneously, user research is being carried out through the same media. Systems approach- Study about system thinking, dynamics Methodology and the relevance to selected area of exploration.(Email marketing) System Design- Identifying the main entities in the system problem, having set labels and working out the dynamics to form feedback loops
  • 4.
  • 5. Knowledge workers sift through hundreds of emails per week, more than one- half of which are spam, leading to information overload- a situation when more information is not better. (Schwartz, 2004 and Simon, 1971) The bottom line is that useful email marketing messages are lost in the background noise with negative Problem areas identified consequences for short-term ROI and long-term industry health. (Nussey, 2007) development of more efficient algorithms for distinguishing regular email from spam (Fawcett, 2003 and Gray and Haahr, 2004). less spam like messages need to be created by marketing personnel whose business now relies on email campaigning (Garretson, 2007) .
  • 6.
  • 7. There are people actually responsible to design and send email campaigns, with the use of email designing software online. Design Intervention To design a responsive email campaigning manager which makes sure that email goes to the user's inbox instead of going to junk folder.
  • 8. User research in the matter is primarily dependent on secondary research techniques. User Research Customer expectations, expert reviews of products, blogs and surveys have been a good source to gather insights from actual users of email marketing.
  • 9. Feature Set offers professional features user will need to create customer surveys, newsletters and other event emails. . Email Campaign Creation Creating an email marketing campaign should be easy, regardless of user’s skill level or experience.. Campaign Reporting Email marketing services provide Primary user expectations reports, graphs and statistics that show the user how the email campaign is doing. Help & Support Help options to get the user started, including a user manual, a wizard to walk him through the creation and monitoring of email campaign, FAQs, a blog, tutorials and articles that explain how to create effective campaigns.
  • 10. Intricate details gathered from customer reviews. • They tend to become frustrated with providers that ask the user for extra fee for every feature they wanted to add. It’s like a promise broken, the user may switch to other services. • The initial user may pass on the job of designing the campaigns to other people like assistants after they have also got acquainted with the platform. • Customer like to have an email marketing consultant who will be your contact for your campaign. They are very helpful and easy to get in contact with. • “Choosing a solution for a new company, I needed an email application that gave me the tools I needed on a tight budget. I needed quality reporting, and a robust interface that would be quick to get up and running—after all I want to focus on marketing not the application. “ • Loved features : 1. Dragging and dropping sections 2. Undo Button 3. Creating columns in sections 4. After sending an email, a map shows up pinpointing where your readers are located 5. No sign up fee, pay per month for unlimited emails sent, not cost per email. 6. Appreciate fast and clear telephonic support. 7. Ability to send email from mobile devices 8. The interface is intuitive 9. to sync my mailing list to an existing CRM database— users don't have time to manually synch up data through CSV files, or work with API's as is required with most other apps 10. compatibility with Microsoft Excel to import contacts. 11. To add custom made templates (by a developer). 12. No restrictions of any sort on the contact lists.
  • 11. Stephanie Gandsey Senior Marketing Communication Specialist Responsible for all internal and external communications for the company, including web management, brand management, content creation, marketing collateral design, training and IT Communication. . Russ Henneberry Content Manager | Business Blog Strategist at Crazy Egg Software Company experienced in using the Internet to drive sales, Few real user profiles: leads and referrals. My background is in content management, business blogging, analytics, conversion optimization and community building through social media. . Angela Noble Graphic designer and writer. Creates brand identities, website designs, mobile app interfaces, marketing copy, marketing collateral and more for clients both locally and across the U.S. UI Designer/Developer) working on website designs, email marketing campaigns, brand identities
  • 12. Email Layout Structure HTML frame 100% Lorem HTML Email Client Popularity ipsum inner iOS Devices 35.60% doit table frame iPhone 25.05% suirt... 98% iPad 9.74% iPod Touch 0.81% Microsoft Outlook 20.14% Lorem Outlook 2000, 2003, Express 7.68% Outlook 2007 6.51% ipsum td td HTML doit Outlook 2010 5.96% suirt... Table Hotmail 13.57% Apple Mail Apple Mail 5 11% 4.31% td colspan 2 Apple Mail 4 3.75% Lorem Apple Mail 6 ipsum Apple Mail 3 1.70% 1.04% doit td td td HTML Table Apple Mail 2 0.20% suirt... Yahoo! Mail 9.85% Gmail 8.43% Android 4.74% Windows Live Desktop 2.34% Thunderbird 1.03% AOL 0.91% AOL Mail 0.79% Spam Filters AOL Desktop 9.1 0.12% Testing Environments • If Area of image content > Area of Non-image content Sparrow 0.19% then Email goes in SPAM. Windows Phone 7 0.14% • String Check (for specific words) Lotus Notes 6 & 7 0.07% • Email service providers > Litmusapp.com A/c Blackberry 0.05% • 1px transparent graphics > IP checker Excite 0.02% • Forms & Content (http://www.lyris.com/us-en/contentchecker) > Adobe Browser Lab Palm WebOS 0.01% • JavaScript Entourage 2004 0.01%
  • 13. User research More number of actual user of the products in the market need to be consulted to gather pain points, a competitive analysis of different platforms. Persona Creation Having the user research going side by side, a solid archetype of the user is being created, which shall be referred to and Next steps in the process used for further design decisions of the campaign editor’s User Interface. Analysis The findings of research will be put to analysis and important insights shall be worked upon. Interface Wireframe iterations -The prototypes of editor platform -Interaction storyboards -Visual Design