realtime personalization - ads, website and analytics
TRANSCRIPT
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Page 1Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Real-Time Personalization Playbook
Feb, 2015
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Page 2Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Goals
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Page 3Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Goals
● Increase lead conversions ● Amplify engagement through the web channel● Optimize spend on paid channel● Surface meaningful B2B metrics● Apply Account-Based Marketing (ABM) strategy
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Page 4Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
The recipe
● Measure your web, referrals and ads engagement adding more qualitatives breakdown such as verticals, geo, product, conversions
● Measure your content by CTR, level of engagement and conversion
● Map highly engaging content to key accounts (as part of your ABM strategy)
● Connect your ads, web and email channels by using cross channel metrics based on firmographics, behavior, score and goals
● Setup your Marketing automation to surface these metrics and auto-engage based on them.
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Page 5Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Web Engagement - Use Cases
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Page 6Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Use Cases
● Targeting Industry/Vertical visitors with relevant case-studies, blogs and white papers
● Promote webinars based on product interest and stage in the customer journey and sales cycle
● Geo-targeting promoting relevant events and trade shows
● Behavioral targeting using search terms, referrals, number of visits etc... (competitive, product, pricing)
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Page 7Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Industry / Vertical Targeting
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Page 8Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Geo-Targeting
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Page 9Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Behavioral Targeting
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Page 10Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Campaign Editor (In Zone)
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Page 11Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Campaign Preview - Default Site
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Page 12Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Campaign Preview - Personalized Site
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Page 13Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Advanced Use Cases
● Targeting Named Accounts - Account-Based Marketing○ Existing vs New○ SMB / Enterprise○ B2C / B2B
● Persona-based targeting○ Using lead score, historical behavior or any custom
field
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Page 14Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Account-Based Marketing
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Page 15Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Known Lead Data Segment
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Page 16Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
ABM Example (For other MAP users)
marketo.com/software
Regular website Personalized content for visitors using other
Marketing Automation technologies
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Page 17Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Account-Based Marketing
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Page 18Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
What’s ABM?
• A key account approach to business marketing in which an organization considers and communicates with individual prospect or customer accounts as markets of one.
http://en.wikipedia.org/wiki/Account-based_marketing
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Page 19Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Why?
• Focused approach that delivers a dramatic increase in long-term account value
• Expanding business within existing customer accounts
• Replicating / Targeting new named accounts similar to existing high yield accounts
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Page 20Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Goals
• Increase account relevance
• Engage earlier and higher with deals
• Align marketing activity with account strategies
• Inspire customers with compelling content
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Page 21Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
A Full Funnel Strategy
• Ads (reaching out to named accounts using IP blocks)
• Website targeting
• Retargeting (Google / Facebook)
• Mobile
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Page 22Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
The Typical Funnel
• Thousands of visitors every month
• 50% - 70% are New
• 98% are Anonymous
Awareness
Interest
Desire
Action
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Page 23Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
ABM as a framework
• A framework for implementing ABM• Managing named account lists (existing, new)
• Resolve associated IP lookup blocks / cookies
• Mapping relevant content
• Engaging across multiple channels
• Measuring and optimizing
Your named accounts Your
content
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Page 24Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15 Page 24Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Account-Based Marketing (ABM)
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Page 25Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15 Page 25Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Account-Based Marketing (ABM)
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Page 26Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Web Custom Audience & Remarketing
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Page 27Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Higher
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Generate New Customers.
Step-by-Step Guide to Nurture Leads
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Create Segmented Adwords Creatives
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Page 28Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Remarketing (Generic)
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Page 29Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Personalized Remarketing (Enterprise)
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Page 30Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Facebook - Web Custom Audience
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Page 31Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
RTP – Facebook Remarketing
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Page 32Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
RTP – Facebook Remarketing setup
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Page 33Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Creating Segmented Remarketing
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Page 34Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Mapping Custom Audiences
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Page 35Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Facebook Audiences Powered by RTP Data
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Page 36Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Facebook – Create Audiences
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Page 37Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Facebook Audiences - Creative and Ads
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Page 38Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Google Remarketing
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Page 39Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Creating Segmented Remarketing
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Page 40Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
FB / GA Custom Audience setup
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Page 41Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Marketo Proprietary and Confidential | © Marketo, Inc.
Create Remarketing Lists in Google Analytics
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Page 42Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Create Adwords Campaigns
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Page 43Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Content Recommendation EngineEngaging powered by machine learning
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Page 44Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
What’s CRE?
• Using machine learning for recommending content
• Continuously optimizing itself using profile and behavioral data
• Used as recommended content on websites and blogs
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Page 45Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Why?
• Marketers creates tons of blog-posts, videos, case-studies and whitepapers
• They want to target using multiple dimensions verticals, behaviors, stage in the sale-cycle
• It’s an N dimensional problem
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Page 46Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Goals
• Increase content consumption to increase awareness
• Engage with higher relevancy to drive conversion
• Learn about your content’s performance and reuse it on other channels
• Having a scalable, automatic, hands-free module to power website personalization
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Page 47Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Content Discovery and Analytics
• Auto-discover and map website Content
• Augmenting firmographics data to visitors
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Page 48Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Next generation recommendation engine
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Page 49Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
More Recommendable Elements
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Page 50Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
As page element
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Page 51Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Analytics
Measure, optimize, engage
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Page 52Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Google Analytics
B2B Dashboard
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Page 53Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Easy Setup
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Page 54Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
B2B Analytics - simply import RTP template! Dashboard – Organizations, Industry, Segment, Account-Based
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Page 55Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Measurable behavioral engagement metrics
3X in duration
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Page 56Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15
Behavioral Flow Analysis
Identify bounce points
Surface interest path
Identify hot pages
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Page 57Marketo Proprietary and Confidential | © Marketo, Inc. 1/30/15© 2014 Marketo, Inc. Marketo Proprietary and Confidential
Thank you!Mickey Alon