When Automation Hinders Productivity

There are three ways a business can differentiate themselves: being better, faster, or cheaper. We often focus on fast because client needs don’t always allow for a lot of advance notice and because internet marketing tends to move at a quick pace. This is especially true in working with trainers, consultants, and professional coaches who have hectic schedules with needs that have to be addressed readily. So automation is likely always the way to facilitate faster, right? Unfortunately, for most online marketing systems, that tends to be untrue unless there is a human component monitoring the automated system.

A recent painful example of this popped up.

We don’t require a specific email marketing platform to work with clients, so individual needs or preferences might necessitate a particular platform. Most platforms have an email address review process when an account is opened or a new list is imported. That process starts with an automated review and if there are too many red flags a person will get involved to make a decision if the list should be red flagged or not.

On the surface we’re all for a review of imported email addresses. It prevents SPAM and keeps the email marketing platform in good standing with ISPs so that deliverable rates remain high. We’ve gone through dozens of list reviews for clients and it can be an inconvenience to include the extra step but one that is worth the trouble.

When the process elevates from an inconvenience to a hassle that misses deadlines is when a problem arises.

That’s what happened recently with a client’s Mail Chimp account. A list of emails was imported for the first time to this account for a particular event that the list had requested information on. The list was not made available until late in the marketing cycle so getting an initial invite out was crucial as this event would require air travel and accommodations for most attendees.

Mail Chimp uses an automated review program called Omnivore. Omnivore flagged the imported list as troublesome. Fair enough, so how do we review the list and get it approved? Mail chimp offered a lot of definitions on the page about what a flagged list might contain, it suggested unimporting the list, or emailing their compliance group.

We made a pass of the list and removed a handful of email we thought might cause the problem and tried again. It still flagged the list.

This is where an over reliance on the automated system broke down. If Omnivore had an issue with some of the emails that’s fine but providing some specific guidance seems prudent. At minimum, a list of which emails were problematic would have let us remove those in the short term and address them later. None of that was available.

Obviously, removing the import did not help, so we emailed the compliance group.

Reading between the lines a bit, it seems that Omnivore was supposed to handle most compliance issues. So the compliance representative didn’t return the email until two days after the inquiry. That delay caused congestion with other email campaigns that were scheduled and a rework of the marketing schedule. So a lot of extra work that costs productivity, with no benefit, all in the name of automation.

This is not meant to be overly critical of Mail Chimp which is an admirable service in many ways (honestly every email platform has its pros and cons). Rather it’s an illustration of how “automation” isn’t always a positive thing. It can come across as frustratingly impersonal or generic, while being completely unhelpful.

As you put marketing systems in place, make sure that your automation isn’t leaving your audience or users helpless when the system can’t meet their needs.

Email Marketing: Repeat Your Call to Action

ID-100200583Your audience is unlikely to read your marketing emails as closely as you do so it’s possible for them to overlook certain parts of your email. For that reason, it’s typically a good idea to repeat the most important part of your message, the call to action.

Repetition in a slightly different way avoids monotony and hedges your bets in highlighting the call to action in a way that suits individual audience preferences. There are three primary ways to highlight your call to action in an email.

  1. Text Link – This is the simplest way and should always be included as it will always be displayed whether images are displayed or not.
  2. Image – An image that represents the call to action can be used to highlight the call to action. This is especially effective if the call to action is recurring so that the image can become the brand for that call to action.
  3. Button – A button can be text with formatting or an image. In either case, some users defer to using a button or readily identify it as a call to action. This can make it an ideal option to highlight the call to action.

Using two or all three of these throughout your email is a good way to provide several opportunities for a click. It’s especially helpful if they appear toward the top and bottom of your layout so that even those that simply scan the email, stand a good chance of being drawn to the call to action.

 

Image courtesy of  Supertrooper / FreeDigitalPhotos.net

Is Your Email Mobile Ready or Simplistic?

ID-10077778Mobile ready email layouts are becoming more and more relevant as greater numbers of people check email on phones and tablets. But mobile ready should not be an excuse for overly simplistic layouts or sacrificing lead generation elements.

We recently spoke with a sales trainer about his email campaign. We asked him to provide us with what he was currently sending. He sent a single column layout with an article and one image.

When we asked why he was looking to do something different he told us he was getting little to no response from his email campaign. Open rates were ok but click rates or direct responses were almost non-existent. He lamented that a year ago he was consistently getting leads and feedback on his email campaign.

So we asked to see a sample of his past email from a year ago. He sent an email with a two column format with a couple promo offers in the side bar. The main section had a sample of the article which linked back to his webpage where the whole article was available. On the article webpage was another promotional offer.

What we were seeing is that this sales trainer had consistently been offering next steps in his emails which were fairly successful and then abruptly stopped. This begged the question, “Why the change?”

The response was that he had needed to change to a mobile friendly template. While that was reasonable, it didn’t explain why the promo offers had been removed. His response was, “The designer that set the email up said that the single column was mobile friendly. The content would be more convenient for my audience and doing the article entirely in the email would streamline the process of creating it by eliminating links.”

In other words, creating the email became easier but elements that had generated results in the past were eliminated. Not a good trade off.

Mobile layouts are getting more and more sophisticated and the best ones will present a custom display based on what device it is being used on. Sacrifices like layout restrictions or limiting offers are typically not necessary. If a layout is overly complex for mobile an appealing translation is often possible that includes all the original elements.

The problem is that in an effort to make emails easy to create, many platforms are restricting layout options so that the layout can be billed as “mobile ready”. Successful elements from an email campaign should not be sacrificed in the name of mobile. A simplistic email is not the right option for an email campaign just because it’s mobile ready.

If you have an email campaign that needs upgraded to a mobile ready version, make a list of the elements that are generating results. That becomes your non-negotiable list of things that have to be included. As you set out a new layout make sure that the layout accommodates those things. After all, what’s the point of an email that displays well on mobile devices if it stops serving the business purpose?

 

Image courtesy of  FrameAngel / FreeDigitalPhotos.net

The December Slump

The end of the year can be a challenging one for Business to Business marketing. Vacations and time off are paired with consumer marketing’s most aggressive push. The result is fewer people that often have less attention for B-to-B related communications. Don’t let a December slump side-track your marketing efforts, rather plan for it to maintain engagement.

Trainers, consultants, and professional coaches should plan for lower response rates than usual in December.

As an example, a client of ours ran a free seminar every month to generate business. For several years in a row the client would be frustrated at a low turnout for the December event. He went so far as to only do communications for that event, abandoning other campaigns, from mid-November up to the event in mid-December.

The result was always disengagement, less opens, higher unsubscribes, unlikes, and unfollows. Rather than plan for a December slump he tried to overcome it with increased frequency and tunnel vision focus. The result was that he was inundating his target audience with communications at the same time consumer communications were bombarding them, so they disengaged. January and February became a month of rebuilding to undo the damage of December.

Rather than run the event in December we tested foregoing it and focusing on the January event. Doing a few communications in December and then a secondary push in January resulted in fifty percent more attendees. Furthermore the February event didn’t experience the rebuilding period that years past had endured.

You will see a dip in your website, social, and email B-to-B marketing efforts in December. It’s a constant and one that should be planned for. If you have a promotion that is active in the December months it needs to be practically targeted. For instance, a goal setting event toward of the end of the year makes sense for many business development professionals so that offer can seamlessly work in to your marketing plan. Furthermore, since it’s an appropriately targeted calendar event, it will resonate with your target audience.

Don’t give up on December but don’t fight against the inevitable. There are leads to be had but your communications have to work through the holiday commotion.

Reusing Articles For Marketing

Article and content reuse can be a valuable way to save time in producing the quality content that drives productive online marketing. It can also be a crutch that leads to repetition, disinterest, and obsolescence.

It’s rare that I encounter a trainer, consultant, or professional coach that isn’t strapped for time. Any strategy for decreasing the time commitment to sustain marketing efforts is a welcome one. However, in content reuse, what starts as a one-time shortcut often becomes a habit.

In meeting with a trainer recently, I asked if they would need help with content creation. The trainer said, “No I don’t need anything like that. I recycle the same group of articles so we’re set for content.” In asking about the content it worked out that the articles repeated on about a two year cycle. I asked if there was any indication that his audience had lost interest in his articles and he replied, “No one’s ever complained about it. Heck if someone was paying that close attention they’re probably already a client.”

However, in looking over his marketing metrics his audiences engagement was significantly lower than average. While there could be several factors weighing in on that, the fact that he was repeating himself over and over didn’t seem like a motivating factor for people to remain engaged.

If you find you chronically reuse content then you are likely suffering in three primary ways:

  • New articles are not being added to your website so there is not a consistent feed of fresh content to assist in your search engine optimization efforts.
  • Social and email subscribers may not recognize specific articles have been repeated but almost always recognize a similar topic and begin to disengage or ignore the messages.
  • Content online often gets dated quickly and using old articles with current dates can often make you look out of touch. (One of the trainer’s articles referenced cellular phones as a “new” technology)

While some content reuse is often valuable and effective, too much is often a problem. It’s OK to revisit past content from time to time, especially when a time crunch prevents new material from being created. However, be sure to edit it to ensure that the article is still relevant and makes a valid point.

If you find that you are habitually reusing content then it’s time to evaluate your marketing strategy. It’s unlikely anyone will complain about repetitive content, instead they’ll disengage or stop paying attention. Take a good hard look at your metrics, is it providing the complaint that your audience is tired of hearing the same thing over and over?

Usability Fanatacism

ID-100177052Too much of a good thing will inevitably corrupt it.  Usability is important but can be taken to an unsustainable extreme.

We ran into an issue recently where an email tested fine across browsers and platforms.  One of the test users printed it and found that there was some odd spacing at the bottom.  So we had other testers print the email with the same settings and the issue could not be duplicated.  The best guess for the error was that there was a printer driver on that computer causing the spacing error.  Our recommendation was to move on because the the email was easily readable despite the spacing issue, it was unlikely that many people would print the email at all, and even if the email was printed only this one particular computer was causing the problem hinting as a platform setting.

However, the communication manager wanted to be certain that everything was “perfect” so she spearheaded a few rounds of revisions to the email layout.  After a week of trial and error the email printed properly on that machine.

While the problem was solved the email was sent a week late.  This particular email was promoting an event which ended up not being well attended.  Did the week delay cause this?  That’s unlikely but an added week of time to see how the promotions were doing and make adjustments to the rest of the campaign might have made a difference.

The point is that it was not a good use of resources to fix such a minor usability problem. The fanatical quest for perfection facilitated a lackluster result.  Seek for superior usability but don’t seek out every possible scenario to test.  The fact is that it’s not humanly possible to test every possible scenario and create something that never encounters a glitch.  Make sure to cover major usability issues like intuitive layout, browser or platform compatibility, and presentation of information.  As long as glitchs are minor or extremely isolated it’s likely not in your best interest to nitpick or tern over every rock seeking a problem.

 

Image courtesy of pakorn / FreeDigitalPhotos.net

Focus Email and Social Media Marketing Schedules on Peak Activity Times

We are often asked, “When is the best time to send an email or post to social?” The problem with this question is that it’s not static. The answer will vary based on audience and offer. Rather than looking for a set day/time monitor activity and look at the calendar to figure out Ideal times.

As an example, Friday, especially in the afternoon, converts poorly for most trainers, consultants, and professional coaches. But this might be an ideal time for a neighborhood bar or restaurant to send a notice about a happy hour special to prompt people to stop in after work. The time was the same but with different applications.

It’s also important to review the calendar. On July 3 last week we received a request to send an email invitation to an event in late July. By the time the invite was prepared it would have been late afternoon for a send. Given the July 4th holiday, that Thursday functioned like a Friday. Another disadvantage is that the business audience for the invite was likely to have a lot of people out of the office. While other Thursday afternoons might have converted fine, this particular day was ill-suited. So the invite was pushed to the following week.

The same rule applies to your social media posts. It’s best to post when your audience is actively using the social sites. Check your activity levels to ensure you aren’t posting when few of your target audience will see your content.

Experiment with your sends and monitor the date and times that convert best. It’s important to be aware of your send schedule and not become too rigid and robotic. While your send schedule should be consistent so that your audience gets continual exposure, it needs to be fluid to account for monthly variations and peak activity levels.

Email Layout: HTML as Text

A common question from trainers, consultants, and professional coaches is the best way to set up their HTML email. Should it be a fully designed email or ultra-simple with just text? While each campaign likely calls for its own solution the answer is usually either, just don’t split the middle.

Its odd advice as a happy middle ground is often ideal. In this case, it’s better to pick an extreme and go with it. One extreme is a fully designed email that would include some kind of recognizable header, defined styles, font uniformity, selective image use, and defined footer. This appeals to visuals and ,if usability standards are maintained, will deliver the critical content via text.

The polar opposite is an HTML layout made almost exclusively from text. Some simple image use, font consistency, and a defined footer is likely advisable but everything else should be stripped down. This provides a clean to-the-point email that brings the content right to the forefront.

Trainers, Consultants, and Professional Coaches often get into trouble when they refuse to make a decision on the style or don’t have the technical capabilities to pull off a well-designed HTML email. Often times this will be a basic html template with ancillary images and unnecessary content.

The problem with this approach is that it arbitrarily adds items that distract from the content. Furthermore it often causes poor usability standards. I’ll describe such a case I recently received from a consultant.

As illustrated from the screen shots below (text and images blurred for anonymity) when I previewed the email the only thing I saw in the screen was a blocked image square (my emails block images by default unless I enable them) and some text. The headline did not appear as the background color did not display on my screen so the white text was invisible. This is especially bad because the link to get more information in the header was invisible. Worse yet, had I viewed it on a mobile device the email would have appeared blank unless I scrolled left or right.

The second image is from the view as a webpage version and shows what the sender intended the email to look like in a preview. If a layout is very simple then strip it down to highlight the text. If the image was moved to the right and made smaller and the blue band wasn’t there would it greatly impact the look of the email? Probably not and at least it would put the content right at users fingertips.

Beware of templates or layout decisions that are made due to technical limitations or because it “looks good”. If a defined professional html template is not practical, often times a text dominant email is most appropriate.

sample2

sample1

 

Email Mobile Layout – Columns

ID-10023186There have been a multitude of article written lately promoting a single column layout that is a max width of 400 pixels. The idea being that the simple layout will display well on mobile devices. And while that is certainly true, it’s also true that most of the people promoting this best practice have many samples of emails with multiple columns. So what gives, aren’t they violating their own best practice?

The answer is that simple best practice rules don’t work in a lot of cases and multi-column formats can display well for mobile.

If you want a more universal best practice, it would be to not have a column width larger than 400 pixels (300 is ideal). Overall width should not be larger than 600 pixels total. Why? Because columns or layouts larger than that will require scrolling left and right to read the column on some devices. Keeping columns to a set width ensures that your email will be easy to navigate and read on mobile devices but doesn’t make layouts so restrictive as to not set the email up in the most appealing way.

 

Image courtesy of jscreationzs / FreeDigitalPhotos.net

Is Your Marketing Problem . . . a Marketing Problem?

Marketing is often a “fun” business topic.  It’s surrounded by new opportunities and getting a company’s name into the market.  Sometimes trainers, consultants, and professional coaches let that zeal taint how they perceive business issues.  Their desire to work on marketing makes all problems look like marketing problems.

In discussing calls to action with a business owner, he told me how much he enjoyed marketing.  As we talked through a few points he interrupted me when I mentioned events, “We’ve tried events and they are just a pain.  People sign up but then don’t show up.”  We briefly discussed some confirmation messages and reminder initiatives to improve attendance for those that signed up.  We continued the conversation and when I mentioned whitepapers and reports he complained, “Those things are a waste of time.  Sure people download them but they aren’t real leads.  We’ve never had anyone interested when our sales team called.” We then discussed transition strategies to the sales team.

Curious I asked, “Sounds like you have a marketing system down pat, what’s your best call to action.”  He smiled and said, “Our radio ads are great.  I do them myself and love hearing them on the radio.” So I asked, “Sounds good, and it generates a lot of leads?”  He responded, “Yes, we get some calls in from it. Not a whole lot but I think the most powerful aspect is people recognize our name when my sales people meet with them.”

I was confused because all of the web marketing calls to action were criticized for not generating solid leads.  However, radio was lauded for providing very few measurable leads.  Nothing against radio, it can be a powerful medium, but it seemed like he liked it because it served as a name recognition crutch for the sales team rather than a marketing tool.

My lesson learned was that the business owner liked talking about marketing.  So much so that other business problems were assigned to marketing. Attendee confirmation and reminders was a problem with his administrative process.  Sure, it used some common tools and competencies with marketing like email reminder content and layout but the actual process was not a core marketing task. In discussing downloads, the business owner claimed to have had over 500 leads from downloads but not one of those people were interested?  While marketing could help the process by offering a promotional deal or call to action after the report was downloaded, there is a strong indication that the sales team might have a deficiency in approach calls to prospects.

Are you working on the right end of the problem?  If marketing is presenting a professional message, building an audience, and generating leads then it’s meeting its primary goals.  Any related problems might be affected or helped by marketing efforts but will not be solved with them.

 

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