Evaluating a Digital Marketing Tool

Our last post on choosing tools for your digital marketing campaigns raised a simple question from a couple readers: How should a tool be evaluated?  Here’s an example of an evaluation process and how one simple difference in focus can alter which tool is most suitable.

There are a handful of platforms that have become available that advertise the ability to identify the users are on your site and what they are doing.  This is done in one of two ways. 

The first is that the platform will try to match a user to a database of IP addresses associated with particular companies.   The user data is logged and then marketers can try to match up that user to a particular person at the company using LinkedIn or contact databases.

The second is a platform that logs a user’s IP address and if that user completes a form or somehow identifies themselves, then the platform will log their user behavior to the contact info and create ongoing log of their activity.  This allows marketers to create custom offers based on the user’s logged profile and preferences.

The first thing to note is that there is no perfect tool.  None of these tools will automatically identify a person visiting your site.  Both options rely on matching a user’s IP address to contact information.  That’s either done by referencing a database or having a user self-identify by completing a call to action. The majority of users will not be matched to either so only a subset of visitors will be logged.

Here’s the process we would use for evaluation:

Budget

Can we afford the tool?  If not, it’s pointless to investigate further.

Return On Investment

If we can afford the tool, what is our projection on how much additional revenue it will generate or how much time will it save?  If that savings or revenue does not make up a little more than the tool costs, it’s not worth the time investment to implement it.

Overlapping functions

Does this tool have duplicative processes to other platforms in our toolset? Several of the tools that offer user tracking are multifaceted.  Specifically, platforms that log users after self-identifying usually have a contact database function. Digital marketers need to understand how those tools will co-exist with existing processes or whether an existing tool can be eliminated by a new tool’s functionality.

Compatibility

Does the new tool work with your existing tool set?  Tools that lack compatibility require a manual process to link the tools up.  If the manual process takes too much time or resources, then it’s likely not worth the effort unless it can replace the non-compatible platforms.

Objective

Is the tool solving the problem that you are experiencing?  Often times the novelty of a marketing tool blinds digital marketers to the obvious question of whether the function is useful. 

In this example, if a company is looking for more leads and has marketing support to investigate the companies that visit the site, they would get value from the first option.  A company that has a steady stream of leads but struggles to systemically follow up with those leads would benefit from the second option.  

But what about a company that needs more leads but doesn’t have marketing support? The first option gives them data they can’t take action on. The second option only informs them about leads they’ve likely already exhausted. Having the data is a sophisticated option but one that brings little value in either scenario

Spend some time doing your due diligence on any tool you want to incorporate into your marketing process.  That initial evaluation process can save a lot of time by ensuring the tool offers value for your specific needs.

The Right Tool, or the Tool for Right Now?

Finding the right tool set for running your digital marketing campaigns is essential.  The right toolset allows for digital marketers to effectively, efficiently, and responsibly deliver their messages to a targeted group.  Reducing that set of platforms and applications to the simplest marketing system that meets all of your needs is an ongoing process of evaluation and refinement.

The importance of having the right tools is rarely lost on digital marketers as the wrong tool, or a disconnect between tools, results in timely manual fixes that eat up a day.  Understanding the importance of getting the right digital marketing tools can help marketers find an effective toolset, but it can also cause over analysis and inefficiency in searching for the perfect tool.

To spare anyone searching for the perfect tool or series of tools some pain, it doesn’t exist.  There is no perfect digital marketing platform or set of tools that work best across the board.  Individual businesses or organizations have to analyze available options and find the right mix of capabilities that meets their available resources and budget.

So with that said, it’s OK to have a tool for “right now”. Just because a tool is not specifically designed for your need or doesn’t have all the functionality you seek, doesn’t mean it can’t be a good interim solution as you move toward an even better option.  Improvising is a valuable skill in getting your marketing tools to mold to your needs rather than trying to fit all your needs within a packaged product. Better to have a tool that meets some of your requirements rather than one that meets all of them but is not realistic in the short term.

It’s not uncommon to find trainers, consultants, or professional coaches that have been introduced to a new marketing tool that seems perfect but they need to wait on resources or budget.  Rather than implementing an option that might immediately help, they fantasize about the ideal mix of this “perfect” tool.

Even if the tool is perfect, which no tool is, it will be less than perfect as time passes.  Digital marketing tools are all technology based.  That means a rapidly changing environment and set of capabilities. Even twelve months from now, your marketing initiatives and process will have likely evolved enough that an ideal tool will be slightly out of alignment.

As you evaluate tools to add to your marketing toolset, look at realistic options for right now. Implementing a tool now doesn’t mean you can’t upgrade later. But delaying any tool will mean that initiatives are delayed indefinitely or that running those initiates will be needlessly time consuming.

Where Does Your Business Digital Footprint Lead?

The last post was on the importance of keeping your website well maintained. Once a repeatable schedule is set for maintaining the website, it should be expanded to maintaining your company’s digital footprint. A business digital footprint is all the content that you place on the internet about your company.  It’s referred to as a footprint because it’s a sign of where you’ve been and forms an online trail of sorts to your business. Failing to maintain that digital footprint will often result in people wandering off on unintended paths that do not lead them to your business.

So how can you beat a clear path across all your channels so that people will reliably find what they need from you?  It’s actually not complicated at all, just a consistent process of review and repair. The difficult aspect of the process is diligently organizing all that content to ensure it is consistently updated.

Your digital footprint can typically be split into three categories.

Directory

Many online directories have an automated process for crawling the internet and updating listings.  That’s one reason that keeping information on your website current is important as it will feed updates and corrections to other channels. 

But there are some important directories that rely on the owner proactively updating information. An important example of that is Google My Business.  I’m surprised at how frequently I find a company’s contact info or address is incorrect on their Google listing.  That’s usually a result of a move but the company either doesn’t know who to contact to update the listing or let it slip their mind completely.

Keep in mind that the listing appears for any user that searches their business directly on Google and this important digital channel is still sometimes neglected. 

Ads

Search engine or social media ads sometimes get the “set it and forget it” treatment.  Over time that becomes a disastrous scenario where a company is paying for ads that are either irrelevant or don’t lead users to a valid call to action.

If there is any time sensitivity to your ads, set an expiration for the campaign as soon as it gets implemented.  Ongoing ads should be regularly reviewed to make sure they are productive and relevant.

Social

Company profiles are becoming increasingly important as social media information is shared across directories and search engines.  Make sure that any contact information or company logistic changes get reflected in profiles across your social media channels.

Don’t misconstrue digital footprint maintenance with a censoring campaign. Often times trainers, consultants, or professional coaches focus on eliminating negative comments or references left by others. Digital footprint maintenance is a process of insuring YOUR content is accurate, not screening or filtering other people’s opinions.  

Your digital footprint should help people quickly find your company, products, or services. Consistency is paramount in this process.  No information does less damage than conflicting information. Keep an organized list of all your digital channels and systematically update all those channels when changes arise or content becomes outdated.

Dedicate Time for Site Clean Up and Organization

Do you have a child with a perpetually messy room or a co-worker with a chronically cluttered desk?  Often times, seemingly disorganized people claim that they know where everything is in that mess.  Sometimes that turns out to be true.  However, a lot of times it’s not exactly accurate and even they struggle to find what they need.   Most company websites slowly accumulate content which gradually moves them to being that cluttered mess.  Dedicating scheduled time to organizing the materials on the website can ultimately drive more efficiency both in your digital marketing campaigns as well as your technical improvements.

A company’s website often serves as the central point of contact for all of its digital marketing channels.  As digital marketing reach and content grows, the website tends to organically expand to support those initiatives.  This expansion often creates an ungainly and disorganized set of files and folders that can be very difficult to maintain.

Many site owners use the same excuse as the messy child or co-worker, “I know where everything is”.  Even if that is true, it doesn’t account for that individual being unavailable or moving on to a different company or role.  It’s becoming less common for a single person to be the point person for all website activities.  Technical contacts and marketing partners also need access to the site for updates, upgrades, and integrations.  Sorting through cluttered file structures to accomplish tasks creates additional time and effort for every single initiative.

As a primary site owner it’s important to dedicate some time to review, organization, and retirement of the content on the website.  It’s likely to save you time personally but will save significant time for partners that don’t have as much visibility on how the site has grown.  The clean-up and reorganization can also be a clue as to whether your site’s navigation, which often mirrors file structure, could use some realignment.

Keeping your site as lean as possible with clean up initiatives sounds like a low priority item to most digital marketers.  And it is true that it can’t displace critical technical or digital marketing tasks.  That’s why it’s important to set a schedule so that it’s not perpetually on the back burner. 

This recurring clean-up process will make updates easier to complete because content is easier to find, current, and relevant.

Identify Gaps in Your Digital Marketing System

A good digital marketing system should be a technology platform or platforms that allows the digital marketer to consistently and reliably communicate to their target audience across chosen marketing channels. It should then compile the data from those campaigns so that insights can be gained by analyzing the metrics.  While most trainers, consultants, and professional coaches agree conceptually, seamless execution is often deficient due to performance gaps.

Clients often hire us as a full digital marketing service and we run campaigns from start to finish.  However, we also commonly work with clients that have am internal marketing professional that we partner with because they have identified gaps in their digital marketing system and are struggling to fill that deficiency.

The internal digital marketing professional that we partner with is often a powerful jump start to working with a client because they have already identified performance gaps that they want to improve.  Sometimes assumptions need verified to confirm the gap but having an initial diagnosis of the flaw saves a lot of time in repairing the issue.

Gaps in digital marketing systems typically come in one of three versions:

  • Time – This is the most commonly identified issue.  Internal digital marketers often have a lot of hats to wear and some tasks can become too time consuming to be practically addressed.  Extra resources not only take a particular task off the internal marketing professional’s plate, it frees up time to accurately complete tasks that they are proficient at.
  • Technical – This gap arises when a digital marketing element requires more technical acumen than the internal marketer is comfortable taking on.  This is often a difficult gap to acknowledge because internal digital marketers sometimes feel like they aren’t fulfilling their job role if they can’t overcome the technical problem.  However, once a technical gap is identified, it can remove a lot of wasted time and energy in struggling to meet a challenging technical need.  Instead, the internal marketing professional can focus on more productive tasks.
  • Manual – This gap is often a result of a manually replicated task.  These types of activities can take a lot of time and energy with little gain for it.  Replacing the manual process with an automated fix makes the process repeatable with fewer errors.

Identifying gaps in your digital marketing system doesn’t mean you have to hire external resources.  However, it does mean that more efficiency and effectiveness can be built into your process by implementing a proper solution to the identified deficiency.

The Motivating Power of Pain in Digital Marketing

There are only two things that will motivate someone in your marketing audience to take action on your calls to action, pain or pleasure.  Most digital marketers focus on pleasure motivators like features, benefits, or improvements.  However, overlooking the motivational elements of pain can be a costly mistake. 

As Theodore Levitt said, “People don’t want to buy a quarter-inch drill, they want a quarter-inch hole.”  It’s hard to deny the wisdom in that statement but it’s still focusing on what someone gets from a drill, the feature of a set drill size and the benefit off the specific hole. What happens if they don’t have the drill and struggle to create that quarter-inch hole?  That’s a pain question that often spurs action.

Rather than focusing your marketing content on the benefits of your product or service, try focusing on the problems that the product or service resolves. It’s typically a simple way of re-thinking the message but often creates more substantial impact to your digital marketing communications.

Building a Digital Marketing Playbook

It’s the time of year when goal setting is top of mind for most people.  Unfortunately, it’s more common than not for people to make resolutions and quickly disregard them or revert back to bad habits.  Last year we posted about the importance of setting a plan. Obviously a goal needs a plan to achieve it.  But as Mike Tyson famously put it, “Everyone has a plan until they get punched in the mouth.” It’s not enough to just have a plan, it needs to be broken down into actionable behaviors.

One common strategy is to build a content calendar and use that as a plan.  There are three problems with using a calendar as a plan:

The best way to set behaviors designed to meet your goals is to build a playbook.  Just like a football playbook, these are the predesigned activities that you are going to run to meet a set goal.  That playbook will be derived from your marketing plans which should be set from your goals.

Here’s an example:

A training firm wants to generate 20% more leads to meet a set revenue goal from marketing.  The 20% increase would be determined from past metrics on closing/conversion percentage on leads and average revenue per deal.

The firm has established that they want 5% of the additional leads to come from social media.  Using the past conversion ratio of social media user to lead, they find that they need to pull 10% more activity from the social accounts.

To meet that 10% increase, the playbook for that particular channel includes two extra posts a week for CTA’s and a monthly video post that has historically converted at a higher percentage. 

This example shows how working backwards from the goal leads to a plan, like which channels will be in your digital marketing matrix.  Then the plan needs to be broken down into a playbook to assign specific behaviors to meet stated goals.  Of course, a full playbook would include behaviors for every channel that would add up to the stated goal.

It’s important to verify most of your playbook with historical data to avoid assigning unrealistic results to intended behaviors.  As you move into the year, a playbook is easier to review than a plan or calendar because it can be benchmarked against expected results.  If you find that the playbook is not generating the expected results or priorities change through the year, it’s easier to adjust the specific activities to meet those new realities.

A digital marketing plan is good but runs a high risk of becoming irrelevant as the year goes on.  Setting a playbook will give you a set list of activities to execute on the plan.  It will also provide flexibility when changes and problems inevitably impact the pre-set strategies.

Rushing Communications Leading Up to the Holidays

There is typically a rush leading up to Christmas to checkoff all the last work related tasks before taking a holiday break.  Completing the tasks is admirable but when those tasks are communications, it’s worth reviewing your motivations. 

It’s no secret that mid to late December is not a great time for B-to-B communications, so rushing to get them out this time of year is often counter-productive. After all, if a fair amount of your audience won’t receive the communication, what’s the point in the first place?

Carefully review any communications going out toward the end of December.  Does it make sense to send them now or are you just checking off a box to say it’s done? Rather than rushing through the task list, adjust any suitable communications into early January after the holidays where it’s likely to convert better.

Intermixing Email Segmentation and Drip Marketing

We had several questions to our last post making inquiries along the lines of, “What’s an example of intermixing email segmentation and drip marketing?” This typically happens as trainers, consultants, and professional coaches strive to evolve their marketing into more sophisticated communications.  Keeping the two separate will simplify processes and help ensure that they are technically simple enough to operate properly.

Here’s an example of the processes remaining separated:

An email message is sent to a segment, a list of sales managers that are not clients. The email offers a Managing Your Team Through Change whitepaper that is customized for sales managers. This whole process falls under list segmentation.

The whitepaper landing page has three follow up emails after someone completes the form.  The first email delivers the whitepaper document, the second email follows up with an offer to buy a book that relates to the whitepaper, and the third email offers the submitter a chance to attend a sales leadership class as a guest.  This entire process would be drip marketing because it triggers for anyone that completes the form, whether they arrived there from the email or not.

 The email pointing to the landing page does not actually intermix.  It’s more of a hand off with clear definitions on what segmentation is doing and what drip is doing.

This process can also work in reverse.  A person that takes an action that triggers a drip marketing sequence could then be added into a particular email segment for future communications.

Here’s an example of problems arising when the two processes start overlapping:

A marketer wants to run this same campaign but wants to change the second or third email in the drip campaign based on whether a recipient had already bought the book or attended a training session as a guest.  This level of complexity would require a database tracking past visitor interactions. That database would need to be queried by the drip campaign and also reference the email segments to match the recipients to their data. There’s a complex process going back and forth between the two campaigns to deliver accurate customization.

It gets more complex when we consider people that are outside the segment.  If we restrict the offer only to those on the email list to ensure our customizations are accurate, then we limit the audience for the offer.  If we open it up to a wider audience then we are forced to assign people to a customized process that may or may not be suitable for them.

Only the most sophisticated marketing platforms will even offer such fine tuning and even in those cases it’s worth questioning whether it will improve effectiveness enough to warrant that level of sophistication.  Even if such detailed customization is suitable, it’s often better to segment the list into categories before sending the initial email and linking to a custom landing page that will deliver the appropriate drip campaign rather than having them cross reference one another.

Many trainers, consultants, and professional coaches over complicate segmentation and drip campaigns. This wastes a lot of time and energy before realizing that level of complexity is cumbersome and not necessarily more effective.

Rather than wasting resources trying to execute a needlessly complex process, clearly map out how the two processes will work with a hand off from one to another.

Image courtesy of  pakorn / FreeDigitalPhotos.net

Email Segmentation vs. Drip Marketing

It’s no secret that customizing your marketing emails to an appropriate audience is a powerful way to improve effectiveness.  There are two distinct ways of delivering customized emails, email segmentation and drip marketing. Clearly defining your list segmentation and drip campaigns helps assign a purpose for each strategy and creates clarity for both you and your audience.

Many trainers, consultants, and professional coaches either confuse or intermix elements from the two in an inefficient way. This is often a result of trying to include too much into a single communication or over complicating the relationship between a segmented list and a drip campaign.

For clarity’s sake, there is one element that differentiates segmentation from drip marketing, communication assignment vs. triggered event.

List segmentation is achieved through communication assignment.  That can be done by the digital marketer breaking their list into categories based on data in their database.  For instance many trainers, consultants, and professional coaches have separate communication for clients and prospects. List segmentation can also be determined by the user.  For instance, many opt in forms let a user pick communication preferences or select industry topics they want to receive.  Whether determined by the digital marketer or the user, segmentation is pre-determined by the assigned category.

Drip marketing is a workflow determined by a triggering event.  That event is typically an action on a website or via the email marketing platform.  It can be as simple as a confirmation email after someone opts in to an email list or as sophisticated as a series of emails to someone that started a purchase but did not complete it.

Confusing or intermixing the two strategies often results in a breakdown in the campaign.  This happens either because the parameters become so restricted that the communications don’t launch or the technical requirements are so complex that they frequently run into errors.

 

Photo via Good Free Photos

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