Email Experience ManagerSAINT LOUIS SITECORE USER GROUP OCTOBER 21, 2015

Presenters

Benjamin VidalRoundedcube

CHIEF TECHNOLOGY OFFICER

Brett BerchtoldRoundedcube

DIRECTOR OF EXPERIENCE MARKETING

Agenda11:30 – 11:55 Lunch

11:55 – 12:00 Opening remarks

12:00 – 12:15 Introduction

12:15 – 12:25 A World Without EXM

12:25 – 12:40 Benefits of EXM

12:40 – 12:55 Price Comparison

12:55 – 1:00 Open Floor Discussion

A little housekeeping

Call for Speakers/Sponsors

Topic Suggestions

What’s Next

• Interested in speaking or want to suggest someone?

• Interested in co-organizing and sponsoring? All are welcome!

• See Meetup discussion board for thread to make a suggestion

• See poll question and vote on recommended topics

• Bi-monthly meetups, next up January

• Related events – webinars, workshops, etc.

Introduction

Email CampaignWhat is it?Why do we use it?

Tell Us About Your Emails!

Tell Us About Your Emails!

What are you emailing to your contacts?What service do you use today?How do you obtain your contacts?How do you determine if your email led to a conversion?

A World Without EXM…

How Emails Are Managed Today• A site visitor lands on your website• The visitor navigates to a form • The visitor voluntarily provides you information • You take the information and add it to a list manager • Employees are then responsible for creating an email message and choosing the subscriber list• Later, employees will return to see how ‘effective’ the email message was • Employees will report open rates, etc. to the Marketing Director who will ask how many conversions

came from those emails• Employees have to use tools like Google Analytics to infer the data or make a best guess

Employees have to use a lot of tools and put in a lot of time to provide results that are

not as accurate as they could be.

A World With EXM

Sitecore Experience Marketing

Single Point of Administration• A New Campaign Journey• Measuring Effectiveness In A Single

System

Single Point of Administration• Measuring Engagement

Value vs “email clicks” and “page views”.

List Management• Contact Profile / Experience

Profile• Contact Lists• Potential Integration - with CRM

Experience Profile (Contact)

List Management• Traditional Contact Lists• Dynamic List Segmentation

• By Country• By Location• By Contact

Preferences• Unified List Management

with site-specific messages

Messages

Personalized Email Messages• Why Personalize Email Message?• Behavior Based Personalization• Personalization Of:

• Content Based On Implicit• Browsing Behavior• Web History• Geo Location• Demographics• Cart Abandonment (Remaining Items In Cart)

• Content Based On Explicit• Contact Attributes (Tokens)

Email Messages Types• Importing Email

Templates From Other

Email List Managers

• Existing Sitecore Pages

• One Time Email

• Subscription Emails

• Triggered Event Emails

Market Comparison

Price Comparison

• Sitecore Out of The Box and EXM Modules• Licensing Model (Per Message vs Per Contact)• Licensing Prices (Local MTA or Sitecore’s Service)• Pricing