exacttarget & crown audience builder
DESCRIPTION
Laurence Rothman from Crown along with panelists Jim Mcintosh, Joe Lekostaj, and Jeff Schlitt present on advanced segmentation in ExactTarget - Audience Builder & IMH ReportingTRANSCRIPT
AUDIENCE BUILDER & IMH REPORTING IN ACTION
PANELISTS:
JIM MCINTOSH
JOE LEKOSTAJ
LAURENCE ROTHMAN
JEFF SCHLITT
MODERATOR:
JIM EUP
AGENDA
• Audience Builder & IMH Reporting 411 Jim McIntosh ExactTarget
• Audience Builder Case Study Joe LeKostaj
threadless
• IMH Reporting: Discover Beta Case Study Laurence Rothman Crown Partners
• Customer Data Best Practices Jeff Schlitt Aginity
• Open Questions & Answers YOU
AUDIENCE BUILDER & IMH REPORTING 411
JIM MCINTOSH
EXACTTARGET
• Common view of consumer for cross-channel interactive marketers
• Marketer control
• Drag & drop segmentation
• Relevant dynamic content messages with little or no scripting
AUDIENCE BUILDER SEGMENTATION DATA MART
CONSOLIDATES DEMOGRAPHIC & BEHAVIORAL DATA INTO MARKETER-FRIENDLY FORMAT
• Standard Email Behavior & Subscriber Attributes
• Custom Dimensions – Products Purchased
– Web Analytics
– Customer Scoring
– Geo Targeting
IMH REPORTING ROADMAP: CENTRAL ACCESS TO OLD & NEW REPORTS – STANDARD & CUSTOM
Current Email Reports Email reports in same tool
New IMH Reports Tool More Flexibility –
Build from Templates
Discover Pivot table + analytics &
visualizations
DISCOVER: PREMIUM REPORTING DATA MART IN BETA SINCE Q1 2012
• Data mart for ad-hoc analysis & discovery
• Drag & drop pivot-tables + interactive visualizations
• Custom calculations
DRAFT: All information subject to change without notice
DISCOVER DOES NOT REQUIRE CUSTOM DEVELOPMENT SERVICES
• Standard data supported now
• Custom data in the future with Contacts Meta Data Tool
threadless + Audience Builder =
$$$$$$ Joe LeKostaj
threadless.com
• 100% community designs
• Founded in 2000
• Not just t-shirts!
• Focus on challenges
– Partners including Gap, Disney, Marvel, Sony
“TRADITIONAL GREETING”
What can I promote to someone who bought this hoody?
• Other designs by this artist
• Other designs tagged with “Nerdy,” “Sci-Fi”
• Other high price-point items
• Focus on guy stuff
WHY AUDIENCE BUILDER IS COOL
• As good as the data you fill it with
• Instantly calculate audience size for partners
• Create laser-targeted small audiences, or break up large groups into segments for dynamic content
• Waterfall priority segmentation
• Easy dynamic content
• Awesome for split-testing
WHAT’S NEXT FOR THREADLESS?
• Smart content blocks
• Optimizing transactional emails
• Much more community focus
– Dynamic notifications when new designs are submitted/printed by an artist you like
– Scoring incentives
– Badges
IMH REPORTING: DISCOVER CASE STUDY
LAURENCE ROTHMAN
CROWN PARTNERS
WHO I AM…
• Laurence Rothman Principal Consultant, Digital Messaging Practice
• Crown Partners
• A full service, full life cycle eBusiness firm
WHY DISCOVER?
• Drive decision making
• Understand what’s happening now
• Data to make informed decisions
HOW I USED DISCOVER
• Typical points made are made better in real time and graphically
• Many measures make your point
THE COMPARISON
• Everyone wants to benchmark
• How are we doing versus…
Enabling Email Channel Management
• Starts from the baseline
• Understand your trends
• Win budget and priority
CUSTOMER DATA BEST PRACTICES
JEFF SCHLITT
AGINITY
We help our clients build meaningful relationships with their customers and take profitable action based on deep customer insight.
Organize…
Disparate
Data
How do we get a single version of
the accurate
t ruth while
consuming
ext remely varied sources of data?
…
Database
Sizes
How do we process,
analyze and store
very large volumes
of data
( t ransact ion, clickst ream, social
media,
behavioral)?
…
Data
Qualit y
How do w e achieve
the level of data
qualit y needed
w ithout
significant , expensive, t ime
consuming
manual clean up?
Analyze
through
Advanced
Analyt ics
How do w e drive repeatable,
predict ive
analyt ics that
can be
integrated int o company
decision making
processes?
Realize
Benefi ts
How do we capitalize on
customer insights?
How do we ut ilize
interact ive report ing
and dynamically drill down to gain
insights?
CUSTOMER DATA BEST PRACTICES TO HELP YOU GET READY
• Get the right people involved
• Make sure your data is ready
• Make sure you and your marketing team is ready
• Plan for post-deployment
Audience Builder: Who is Involved?
• Marketing managers
• Marketing data analyst
• Information technology customer database specialist
• Your ET services team
– Creative specialists
– Project manager
– Audience Builder data/technical architect
Audience Builder: Data Readiness
• Single customer identifier and source
• Centralized customer database?
Audience Builder: Data Readiness
• Data extension model
• Import process defined and validated
Audience Builder: Am I Ready?
• Segmentation use case inventory – How many customers bought product A in the last 30
days? • Do I understand “my” data?
– How will we validate and feel comfortable with the data Audience Builder is showing?
• Am I familiar with Interactions @ ET – Activities – Programs
Audience Builder: Am I Ready?
• Am I an existing customer converting from Data Filters or Query Activities to Audience Builder?
• How is segmentation done currently if not at ET?
• Data extension model design
Audience Builder: Post-Deployment
Crawl Run Walk
• Layer in email behavior to the
segments
• Prioritize offers based on most
profitable segments
• Adjust or manage frequency to
optimize and increase click rate
Walk Run Crawl
• Use Audience Builder as a
discovery and analysis tool
• Use source lists to as a
dimension
• Analyze segment behavior with
same content using the
segment report
• Manual execution
• Save simple segment models
(Product affinity, cyclical
customer)
• Drive simple dynamic content
based on segment assignment
• Link Web Analytics and ET
Segments – Google Analytics
• Begin Automation
Val
ue
Audience Builder: Post-Deployment
• How can we accelerate our iterative deployment?
– Flexible attribute add-on
– Audience Builder Base + Email Edition
– Additional services – SLA or ad-hoc driven
QUESTIONS & ANSWERS