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Meet	
  the	
  Presenters	
  
•    Nate	
  Romance	
  –	
  ExactTarget	
  
•    Jai	
  Williams	
  –	
  Strongmail	
  
•    Dave	
  Hendricks	
  –	
  Live	
  Intent	
  
•    Dwight	
  Sholes	
  –	
  Travel	
  Impressions/American	
  
     Express	
  VacaFons	
  
Session	
  Format	
  
4	
  mini	
  debates	
  on	
  cross	
  channel	
  topics	
  
One	
  ‘Pro’	
  and	
  one	
  ‘Con’	
  Argument	
  per	
  topic	
  
Debate	
  Topic	
  #1	
  
Leveraging	
  Facebook	
  Connect	
  as	
  opt-­‐in	
  an	
  
effecFve	
  process	
  for	
  list	
  growth	
  and	
  engagement	
  
across	
  channels	
  
Pro	
  Facebook	
  Connect	
  
•    A	
  way	
  to	
  extend	
  acquisiFon	
  cross-­‐channel	
  
•    Allows	
  ease	
  of	
  access	
  into	
  the	
  social	
  realm	
  
•    Saves	
  Fme	
  
•    Allows	
  for	
  user	
  interacFon	
  from	
  a	
  larger	
  source	
  	
  
Pro	
  Facebook	
  Connect	
  
•  Facilitates	
  creaFng	
  brand	
  advocates	
  /	
  Word	
  of	
  
   mouth	
  markeFng	
  
•  Unique	
  value	
  proposiFon	
  -­‐	
  it's	
  free	
  
•  Cuts	
  down	
  on	
  formaliFes	
  
•  Yields	
  access	
  to	
  acFonable	
  "rich"	
  data	
  
Con	
  Facebook	
  Connect	
  
Con	
  Facebook	
  Connect	
  
•  “Subscribers	
  Rule”	
  	
  
•  Facebook	
  Connect	
  acquired	
  users	
  ARE	
  NOT	
  
   SUBSCRIBERS,	
  they	
  are	
  ‘users’	
  and	
  are	
  subject	
  
   to	
  facebook’s	
  Pla_orm	
  TOS	
  
•  The	
  restricFve	
  policies	
  related	
  to	
  Facebook	
  
   pla_orm	
  can	
  be	
  found	
  at	
  
   h`ps://developers.facebook.com/policy/	
  
•  You	
  are	
  building	
  your	
  biggest	
  compeFtor	
  
Con	
  Facebook	
  Connect	
  
•  Explicit	
  consent	
  from	
  your	
  subscribers	
  creates	
  
   value	
  
•  Facebook	
  Connect	
  reduces	
  signup/sign	
  on	
  
   fricFon	
  
•  Low	
  FricFon	
  =	
  low	
  engagement	
  
•  Pla_orms	
  can	
  change	
  their	
  TOS	
  at	
  will	
  (see:	
  
   Twi`er)	
  
•  “..or	
  any	
  other	
  acFon	
  as	
  we	
  in	
  our	
  sole	
  
   discreFon	
  deem	
  appropriate.”	
  
Debate	
  Topic	
  #2	
  
The	
  tablet	
  is	
  a	
  unique	
  experience	
  and	
  should	
  be	
  
treated	
  as	
  a	
  separate	
  channel	
  from	
  mobile	
  or	
  
desktop	
  experience	
  
Pro	
  Tablet	
  as	
  a	
  DisFnct	
  Channel	
  

•  There	
  are	
  three	
  disFnct	
  experiences	
  now	
  in	
  
   email	
  –	
  should	
  you	
  treat	
  them	
  differently?	
  	
  
    –  Legacy	
  (web	
  mail	
  like	
  MS	
  IE	
  and	
  FFOX)	
  
    –  Lean	
  Forward	
  (iPhone	
  and	
  PhAndroid	
  “Galaxy”)	
  
    –  Lean	
  Back	
  (iPad	
  and	
  Kindle	
  Fire)	
  
OPENS	
  BY	
  BROWSER/DEVICE	
  
BROWSER BY AGE & CTR
*based on 1 billion opens
Con	
  Tablet	
  as	
  a	
  Unique	
  Channel	
  

•  When	
  is	
  tablet	
  the	
  ‘first	
  screen’?	
  
•  How	
  does	
  the	
  tablet	
  experience	
  incorporate	
  
   context?	
  
•  MulF-­‐screening	
  on	
  a	
  tablet	
  
Con	
  Tablet	
  as	
  a	
  Unique	
  Channel	
  
Debate	
  Topic	
  #3	
  
•  Over	
  the	
  last	
  4	
  years,	
  the	
  industry	
  has	
  seen	
  an	
  
   introducFon	
  to	
  pla_orms	
  that	
  make	
  an	
  a`empt	
  
   to	
  connect	
  and	
  bridge	
  the	
  conversaFon	
  
   between	
  adverFsers	
  and	
  tweeters	
  (or	
  posters)	
  
Pro	
  Sponsored	
  Tweets/Posts	
  
•  Provides	
  quick,	
  value-­‐added	
  snippets	
  or	
  
   product	
  updates	
  
•  Daily	
  Deals	
  /	
  Coupons	
  
•  Gives	
  added	
  level	
  of	
  public	
  visibility	
  
•  Drives	
  Brand	
  Awareness	
  
•  Cross-­‐channel	
  markeFng	
  
Pro	
  Sponsored	
  Tweets/Posts	
  
•    Are	
  cognizant	
  of	
  brand	
  reputaFon	
  
•    Transparent	
  and	
  offer	
  full	
  disclosure	
  
•    Go	
  beyond	
  the	
  simple	
  product	
  pitch	
  
•    ConversaFonal	
  
•    All	
  things	
  in	
  moderaFon	
  /	
  less	
  is	
  more	
  
Con	
  Sponsored	
  Tweets/Posts	
  
•  Social	
  media	
  is	
  about	
  engagement	
  
•  AuthenFcity	
  drives	
  engagement	
  
•  AuthenFcity	
  is	
  in	
  the	
  eye	
  of	
  the	
  beholder	
  
•  How	
  your	
  audience	
  will	
  react	
  is	
  not	
  formulaic	
  
   or	
  always	
  predictable	
  
•  Risk:	
  	
  sponsorship	
  as	
  just	
  another	
  way	
  to	
  flog	
  
   offers	
  
Con	
  Sponsored	
  Tweets/Posts	
  
                       One	
  of	
  our	
  
                       most	
  Engaging	
  
                       posts	
  of	
  2012:	
  	
  
                       14,580	
  fans	
  
                       reached	
  
Debate	
  Topic	
  #4	
  
360	
  by	
  2020:	
  A	
  360	
  View	
  of	
  your	
  customers	
  will	
  
be	
  achievable	
  by	
  the	
  year	
  2020.	
  	
  
Pro	
  360	
  
•  Seven	
  years	
  is	
  a	
  long	
  Fme	
  
•  We	
  all	
  buy	
  into	
  the	
  vision	
  
•  M&A	
  acFvity	
  is	
  moving	
  us	
  in	
  this	
  direcFon	
  
•  Progress	
  being	
  made	
  on	
  acquisiFon	
  and	
  
   analysis	
  
•  Mobile	
  is	
  cross-­‐channel	
  
Pro	
  360	
  by	
  2020	
  
Con	
  360	
  by	
  2020	
  
•  Not	
  a	
  technology	
  problem	
  
•  Obstacles:	
  	
  Fme,	
  money,	
  legacy	
  systems	
  
•  Gartner	
  Report,	
  2012:	
  
   –  1%	
  of	
  companies	
  integraFng	
  social	
  media	
  &	
  CRM,	
  
      increase	
  to	
  25%	
  by	
  2017	
  
•  With	
  unlimited	
  budgets,	
  no	
  legacy	
  systems,	
  and	
  
   infinitely	
  flexible	
  staff	
  and	
  work	
  processes,	
  
   change	
  could	
  happen	
  overnight	
  
Con	
  360	
  by	
  2020	
  
“What are the top three greatest challenges you experience with your current cross
                                           channel marketing programs?”
                                    [Responses included in top three challenges]
                                                                                                                                                                 60%
                                    Organizing to allow for cooperation                                      13%
                                                                                                                   18%
       Understanding customer interactions across channels                                                                                   38%
                                                                                                                                                           50%
                            (online, mobile, social, offline)                                                                          33%
                                                                                                                                               40%
       Coordination with internal groups or external agencies                                                              25%
                                                                                                                                       33%

Maintaining customer data quality across campaigns and/or                                                    13%
                                                                                                                                   30%
                                                channels                                                                         28%                             Level 4
                                                                                                                                  30%
                        Automating repetitive marketing processes                              4%
                                                                                                             13%
                                                                                                                     20%                                         Level 1
                             Staffing marketing programs sufficiently                                                                          40%
                                                                                                                                                     46%

Proving results to the executive team to garner support and                                                          20%
                                                                                                                                       33%                       All
                                                    budget                                                                                   38%                 respondents
   Managing campaign execution across multiple marketing                                               10%
                                                                                                                                 29%
  technologies (email, ad serving, mobile marketing, social,                                                                             35%
                                                                                                       10%
                                Responding to customers in real-time                                     13%
                                                                                                                   17%
Lack of knowledge of how to move beyond a single channel                                                                                             46%
               approach (email, mobile, social media, etc.)                                                                24%
  Controlling marketing project budgets that are dependent                                                                       29%
                                         on IT collaboration                                                               25%

  Base: 211 cross-channel marketing professionals at companies with $100-million or more in annual revenue
  Source: A commissioned study conducted by Forrester Consulting on behalf of ExactTarget




    © 2012 Forrester Research, Inc. Reproduction Prohibited
Thank	
  You!	
  

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EEC 2013: Segmentation Strategies Across Channels

  • 1.
  • 2. Meet  the  Presenters   •  Nate  Romance  –  ExactTarget   •  Jai  Williams  –  Strongmail   •  Dave  Hendricks  –  Live  Intent   •  Dwight  Sholes  –  Travel  Impressions/American   Express  VacaFons  
  • 3. Session  Format   4  mini  debates  on  cross  channel  topics   One  ‘Pro’  and  one  ‘Con’  Argument  per  topic  
  • 4. Debate  Topic  #1   Leveraging  Facebook  Connect  as  opt-­‐in  an   effecFve  process  for  list  growth  and  engagement   across  channels  
  • 5. Pro  Facebook  Connect   •  A  way  to  extend  acquisiFon  cross-­‐channel   •  Allows  ease  of  access  into  the  social  realm   •  Saves  Fme   •  Allows  for  user  interacFon  from  a  larger  source    
  • 6. Pro  Facebook  Connect   •  Facilitates  creaFng  brand  advocates  /  Word  of   mouth  markeFng   •  Unique  value  proposiFon  -­‐  it's  free   •  Cuts  down  on  formaliFes   •  Yields  access  to  acFonable  "rich"  data  
  • 8. Con  Facebook  Connect   •  “Subscribers  Rule”     •  Facebook  Connect  acquired  users  ARE  NOT   SUBSCRIBERS,  they  are  ‘users’  and  are  subject   to  facebook’s  Pla_orm  TOS   •  The  restricFve  policies  related  to  Facebook   pla_orm  can  be  found  at   h`ps://developers.facebook.com/policy/   •  You  are  building  your  biggest  compeFtor  
  • 9. Con  Facebook  Connect   •  Explicit  consent  from  your  subscribers  creates   value   •  Facebook  Connect  reduces  signup/sign  on   fricFon   •  Low  FricFon  =  low  engagement   •  Pla_orms  can  change  their  TOS  at  will  (see:   Twi`er)   •  “..or  any  other  acFon  as  we  in  our  sole   discreFon  deem  appropriate.”  
  • 10. Debate  Topic  #2   The  tablet  is  a  unique  experience  and  should  be   treated  as  a  separate  channel  from  mobile  or   desktop  experience  
  • 11. Pro  Tablet  as  a  DisFnct  Channel   •  There  are  three  disFnct  experiences  now  in   email  –  should  you  treat  them  differently?     –  Legacy  (web  mail  like  MS  IE  and  FFOX)   –  Lean  Forward  (iPhone  and  PhAndroid  “Galaxy”)   –  Lean  Back  (iPad  and  Kindle  Fire)  
  • 13. BROWSER BY AGE & CTR *based on 1 billion opens
  • 14. Con  Tablet  as  a  Unique  Channel   •  When  is  tablet  the  ‘first  screen’?   •  How  does  the  tablet  experience  incorporate   context?   •  MulF-­‐screening  on  a  tablet  
  • 15. Con  Tablet  as  a  Unique  Channel  
  • 16. Debate  Topic  #3   •  Over  the  last  4  years,  the  industry  has  seen  an   introducFon  to  pla_orms  that  make  an  a`empt   to  connect  and  bridge  the  conversaFon   between  adverFsers  and  tweeters  (or  posters)  
  • 17. Pro  Sponsored  Tweets/Posts   •  Provides  quick,  value-­‐added  snippets  or   product  updates   •  Daily  Deals  /  Coupons   •  Gives  added  level  of  public  visibility   •  Drives  Brand  Awareness   •  Cross-­‐channel  markeFng  
  • 18. Pro  Sponsored  Tweets/Posts   •  Are  cognizant  of  brand  reputaFon   •  Transparent  and  offer  full  disclosure   •  Go  beyond  the  simple  product  pitch   •  ConversaFonal   •  All  things  in  moderaFon  /  less  is  more  
  • 19. Con  Sponsored  Tweets/Posts   •  Social  media  is  about  engagement   •  AuthenFcity  drives  engagement   •  AuthenFcity  is  in  the  eye  of  the  beholder   •  How  your  audience  will  react  is  not  formulaic   or  always  predictable   •  Risk:    sponsorship  as  just  another  way  to  flog   offers  
  • 20. Con  Sponsored  Tweets/Posts   One  of  our   most  Engaging   posts  of  2012:     14,580  fans   reached  
  • 21. Debate  Topic  #4   360  by  2020:  A  360  View  of  your  customers  will   be  achievable  by  the  year  2020.    
  • 22. Pro  360   •  Seven  years  is  a  long  Fme   •  We  all  buy  into  the  vision   •  M&A  acFvity  is  moving  us  in  this  direcFon   •  Progress  being  made  on  acquisiFon  and   analysis   •  Mobile  is  cross-­‐channel  
  • 23.
  • 24. Pro  360  by  2020  
  • 25. Con  360  by  2020   •  Not  a  technology  problem   •  Obstacles:    Fme,  money,  legacy  systems   •  Gartner  Report,  2012:   –  1%  of  companies  integraFng  social  media  &  CRM,   increase  to  25%  by  2017   •  With  unlimited  budgets,  no  legacy  systems,  and   infinitely  flexible  staff  and  work  processes,   change  could  happen  overnight  
  • 26. Con  360  by  2020  
  • 27. “What are the top three greatest challenges you experience with your current cross channel marketing programs?” [Responses included in top three challenges] 60% Organizing to allow for cooperation 13% 18% Understanding customer interactions across channels 38% 50% (online, mobile, social, offline) 33% 40% Coordination with internal groups or external agencies 25% 33% Maintaining customer data quality across campaigns and/or 13% 30% channels 28% Level 4 30% Automating repetitive marketing processes 4% 13% 20% Level 1 Staffing marketing programs sufficiently 40% 46% Proving results to the executive team to garner support and 20% 33% All budget 38% respondents Managing campaign execution across multiple marketing 10% 29% technologies (email, ad serving, mobile marketing, social, 35% 10% Responding to customers in real-time 13% 17% Lack of knowledge of how to move beyond a single channel 46% approach (email, mobile, social media, etc.) 24% Controlling marketing project budgets that are dependent 29% on IT collaboration 25% Base: 211 cross-channel marketing professionals at companies with $100-million or more in annual revenue Source: A commissioned study conducted by Forrester Consulting on behalf of ExactTarget © 2012 Forrester Research, Inc. Reproduction Prohibited