marketing automation Archives - Omnichannel Personalization SaaS Solution

19 Oct
2018

4 Healthcare Marketing Trends You Can’t Afford to Ignore

How to improve patient acquisition and retention for your medical practice or healthcare facility.

The healthcare industry has been going through a massive change. With the dramatic shift in health insurance policies and consumer behaviors, patients are stepping up to take better control of their healthcare choices.

In addition to this, as more patients are covering a larger portion of their healthcare bills, providers need to put more efforts into marketing directly to consumers.

Here are the latest healthcare marketing strategies to help you meet the fast-evolving patient expectations while improving patient acquisition and retention.

4 latest marketing trends in the healthcare industry

The key to attracting more patients to your medical practice or healthcare facility is to deliver an outstanding patient experience. Here’s what successful healthcare marketers are doing to succeed:

1. A patient-centric online portal

Consumers are now accustomed to managing their relationships with retailers and service providers via a robust online platform.

You need to offer a sophisticated, secure, and user-friendly patient portal that can handle most of the day-to-day patient interactions, such as paying bills, making appointments, checking test results, ordering prescription renewals, obtaining medical histories, and even conducting virtual consultations.

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2. A search-engine optimized website

Consumers are now more comfortable with using online searches to look for a medical facility or a healthcare provider.

Your website needs to be optimized for local SEO so it’ll show up in the “local pack” at the top of the search result pages when users search for “_________ near me.” You can also build backlinks and drive more traffic by getting online reviews on Google and third-party websites.

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As digital assistants such as Siri, Alexa, and Google Assistant are gaining popularity, more than 50% of searches will be voice-based by 2020 — your website content needs to be optimized for voice search. You can do this by focusing on long-tail key terms, using patients’ language, and providing local information.

3. Real-time patient support and interaction

With the latest customer support technologies, consumers are used to getting their questions answered and problems resolved in real time.

Providing best-in-class support is the key to improving your patient acquisition and retention rate. Make sure patients can contact your team via multiple channels such as email, text, phone, social media, and live chat.

In addition to this, don’t just interact with your patients only when there’s a problem! You can use the same channels to increase their engagement with your brand by sharing valuable content and gathering feedback.

4. Marketing automation and personalization

Consumers expect relevant content, information, and offers from their service providers. You can use marketing automation and segmentation strategies to deliver a highly personalized experience that meets patient expectations, increases engagement, and improves retention.

A robust marketing personalization platform allows you to deliver an omnichannel patient experience through multiple touchpoints, such as email, social media, text messages, printed materials, and so on to provide the most relevant and helpful content so you stay top of mind.

Hyper-personalization will drive the future of healthcare marketing. Request a demo to see how you can use our robust customer data management system to unlock the power of this marketing strategy.

26 Jul
2016

5 Insurance Companies Crushing It With Omni-Channel Personalization

As omni-channel personalization moves to center stage in the retail markets, insurance companies are forced to join them. The switch is less about staying afloat with the market trends, it’s become essential for remaining as a business.

Some insurance companies do this right, growing their consumer base through targeted advertisements, appeal of their support, and personalized interfaces. Others are still trying to play catch up in the fast paced digital market.

The Consumer Journey

The battle starts here. So many fronts have opened, thanks to an online world, that reach consumers at various levels. Social media, advertisements, and search engines all attract potential clients and start them on their journey.

Where many companies fail is guiding them through that trip. While customers view every interaction with a business as a collective path, leading them to their desired end-state, insurance companies continue to see each event as singular. The agent is in a different department than the IT team, so how would that affect the customer?

The insurance companies that are dominating the market and continue to grow understand how to integrate their different branches into a unified front. They see the IT guy as part of the journey rather than a separate road the consumer can travel.

More so, in a market where empathy can breed success, customers are starting that journey with well defined interests. Life insurance to help their family after a death. Vehicle insurance to get them back on the road after an accident. Whatever type of insurance they’re requesting is important to them. Identifying this and being able to track it through each of these departments can better assist the customer.

McKinsey reports that “more than 80 percent of shoppers now touch a digital channel at least once throughout their shopping journey”. Try to say the IT guy isn’t an important part of that path now.

More than 80 percent means it’s not only important to be segmenting the audience for personalization, it’s become vital. In the same report, McKinsey stated that, “satisfied customers are 80 percent more likely to renew their policies than unsatisfied customers.”

Through the collection of data points, insurance companies can personalize their approach to the individual, building a crucial sense of trust by tending specifically to the customer’s needs.

Personalization for Insurance

A study by Accenture found that “78 percent of customers say they would share personal information with their insurers to obtain personalized services.” Over a third also claimed they’d willingly pay more for those services.

Personalization isn’t the way in, it’s the way up.

Accenture accurately breaks down the method for personalized interaction with their “4 R’s of Personalization” .

Recognize, Remember, Reach, Relevance.

All personalization starts with the collection of data and insurance companies are no different. The hard part is turning the data into actionable content.

Insurance companies have the opportunity to easily acquire implicit and explicit data. Offering a free quote can be a window to more information than you can use at once, but it’s openly granted by the customer. Through social media engagement and web behavior, insurance companies can study interactions to further develop a marketing strategy and grow their reach.

What’s unique about the insurance market is the agent’s “face to face” interaction with the customer. Emails can be sent from the business’ distribution list to engage a customer, but an agent is able to follow through. They can collect information from the emails and store it under the individual account so any other agent can quickly treat the customer as though they’ve worked together all along.

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Other techniques involve custom 800 numbers that are specific to a page. When the customer uses that number, insurance companies can identify where the customer found it and tailor the interaction to fit their needs.

Personalization for Customer Service

The opportunity to create a more wholesome interaction with the customer is becoming the spear that many companies use to impale themselves. McKinsey saw that the leading insurance companies were the ones delivering better customer experiences and gaining clients who’d grown unhappy with their current provider.

Rapport with the customer grows more important every year as society moves towards a larger digital presence. It’s easier than ever for individuals to find better rates and promotions with other companies, forcing insurance agencies to monitor competition and focus a more direct approach to keeping the customer.

Through personalization, companies can increase brand loyalty and make it harder for other companies to sweep up their client base. Creating that awesome experience can pay for itself, sometimes more so than advertisements and events.

Emails should offer help to the customer’s specific problem, not generic sales. If a customer repeatedly calls rather than using messaging systems, an actual conversation should be held.

These are just a few examples, but when you link them together, they become even stronger.

Omni-channel Personalization

Every personalization technique is wasted if they’re not integrated into a single system. Knowing a customer’s name does nothing unless you track his issues and engage them. With tools like linked Facebook sign-ins, it’s easier to track customer likes and status updates.

Through requests for information or quotes, social media, or browsing history, insurance companies are able to develop a plan for each customer. As customers travel along their journey towards a purchase, companies are using all of these to collect information to engage with them.

With the data collected, they’re able to increase conversions, brand loyalty, and customer satisfaction, while lowering wasted quotes and negative feedback.

All of the companies listed below have an omni-channel personalization strategy. But additionally, they study market trends to see where advertisements and introductions to their business can be made. You’ll be surprised with how some of the companies collect data and put it to work.

Check out these other ways the top dogs in the insurance market have added channels to their business’s personalization.

1. State Farm Group

On their mission page, State Farm acknowledges their customers want a personalized experience. It’s not surprising they achieve it. Their collection of information is best seen through some well developed applications.

State Farm constantly pulls data through their personalized mobile app. The app offers driving routes, weather reports, and reminders for things like A/C filter changes. When it is time for a filter to be swapped, they’ll provide you with a list of the closest stores to purchase one.

When a customer opens the app, they’re seeing a page unique to them, but still connected with the State Farm name.

They also maintain a website called ChaosInYourTown.com where users can enter their actual home address and watch a robot destroy it. This was done as a different way to demonstrate that they’ll always be there for you.

Both of these gather data and put it to immediate use, improving the customer’s experience. Although the latter is more entertaining, it’s a unique technique that has paid off, driving them traffic to other sources and increasing brand awareness. It’s helped to assist them in leading the insurance market by billions of dollars.

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2. Allstate Insurance Group

Allstate uses applications in their own way. Using their mobile app can use the geo-location feature to request assistance after having car trouble. They can also log all of their maintenance requirements and details which can help diagnose the problem.

Along with the geo-location features, if you’re waiting for a flight at an airport, you may get an offer for travel insurance.

While the location data is essential to a lot of their market, they still use other points to recommend different products. Their ‘Personalized Insurance Proposal’ uses and collects data on customers in order to give them a plan that meets the needs unique to them.

These tactics have helped with customer satisfaction overall, allowing Allstate to maintain their enormous client base.

3. Progressive Insurance Group

In 2007, Progressive was proud to offer a personalized experience for their customers. They identified early that treating each customer individually would take them far.

In the same manner, they’re well known for their ’Name Your Price’ program. It pioneered the idea, giving customers a personalized plan based solely off what they wanted to pay.

If leading the way on those fronts wasn’t enough, Progressive, was one of the first to use telematics. This long distance digital information allowed them to see actual driver behavior and reward customers based off their proven records. Discounts were granted for safe driving and, according the a case study by J.D. Power it increased customer satisfaction as a whole.

These, along with their ’Snapshot’, have kept the company growing at a significant rate and it continues to look for ways to improve.

4. Farmers Insurance Group

Farmers Insurance took a very different approach to omni-channel personalization. They partnered with the developers of the FarmVille Facebook game. Through this method, they were able to increase brand awareness and prove they could reach out to customers in various ways.

The strategy allowed them to collect data that users offered by having open social media accounts and connect on a different level. Because they were trying to engage those specific people, it was easy for them to interact. Through a sweepstakes, they were able to show people from the game to their website, offering more chances for conversions.

By coupling the game with a sweepstakes, Farmers more than doubled the amount of likes on their page and was able to gather beneficial information about their fans.

Farmers also became the first company to put a hashtag on a vehicle in a NASCAR race, branching out in a very different way.

5. GEICO

If anyone isn’t familiar with the company that in “15 minutes could save you 15% or more on car insurance” hasn’t turned on a television or radio for years. GEICO, through more than a descriptive slogan, has become a frontrunner in the auto insurance market.

GEICO quickly understood that personalization was the key to their marketing strategy. Through systems within their app, they are able to maintain user information and cut the undesirable wait times from customer interactions.

With their Quick Messaging addition, customers can leave messages for representatives and leave the app. When an agent has a reply, they receive an app push notification. This allows customers to take care of the things they want to, rather than acknowledging hour waits.

More prominently, GEICO’s spokes-character was spawned from their data collection and became one of the best known characters in advertising. After running an initial series of ads, they were able to correlate a growth in customers.

All of these businesses use omni-channel personalization in similar and different ways. The goal for insurance companies is to create a better experience for their customers. Because rates can only drop so low, the best way do this is with exceptional service. Using data, they can tailor interactions to specific individuals and do just that.

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28 Jun
2016

What Do Google, Netflix, Amazon, And Best Buy Have In Common?

These 4 Billion-Dollar Companies Are Leaving the Competition In the Dust…

The customer is always right, right? Well, it all depends on what kind of experience customers have with your brand. Their experience will not only dictate how often they’ll complain, but how successful your company will be. Think of some of the biggest new brands – ones like Google, Facebook, Netflix, Amazon. All started within 15-20 years, but all have seen incredible success. Want to know why? Because they spent a lot of time and money making the customer experience the best it can be.

Exclusive Bonus: Download the free cheat sheet of tactics big brands use to create a personal experience, and software to do it on a budget.

Recently, taking the customer experience to the next level is possible through personalizing the content. It’s been an important cornerstone of successful marketing for some time now.

Think back to how this got done before the web. Companies were talking to customers, giving them surveys to try and find out as much as they could about them.

These days companies have a wealth of knowledge at their fingertips, and are embracing data to make it work for them. This article will explore how four companies (Amazon, Netflix, Google, and Best Buy) adapted over the past five years to see amazing growth, largely because of personalization.

Google

This company needs no introduction, and I bet you can already start to connect the dots on how they’ve managed to leverage personalization to great success. First, we need to take a step back and understand how Google makes its money. 89% of it comes from ad revenues, so for all intents and purposes, we’re only going to focus on that. So the question is, how do they leverage personalization to see the 66-billion-dollar revenue they pulled in last year.

Personalized Search

Google works best as a profile-based service, which means that to get the most out of it, you’ll need to sign into an account. From Gmail to YouTube, Google accounts work with a lot of services that people use regularly. Sure, you can still use it without signing in, but that is where the real personalization begins. This first point is pretty obvious. Depending on what you search for, and what your browsing history is, Google will serve you different sites.

Despite this fact, most people still don’t mind using it. By knowing what you’re searching for, they can offer products they think you’ll want to see. Yes, they are skewing the data. If you want a completely unbiased web search, consider using something like duckduckgo.com. Google is banking on a complex algorithm that takes sites you’ve visited and continues to show similar ones. If they know the type of sites you enjoy, why not show you more of the same?

Personalized Ads

This takes the first point to the next level and is made obviously clear after searching for a specific topic that you wouldn’t usually search. As an interesting experiment to illustrate this, I changed up my searches for a week. I love cars and do a lot of car-related searches. Understandably, most of my ads (when ad blocker was turned off) were for car-related products. I tried searching for something completely unrelated to cars: bird watching. Google noticed and then started showing me tranquil ads for bird watching equipment. Anyone can run this experiment, and it’s interesting to see how your search affects everything around you.

Though this may come off as creepy to some, it makes sense. If I am genuinely interested in all this bird watching stuff, maybe a company is offering a sale on those killer binoculars that I was looking for; so, I’ll click an ad, Google will get paid, and I’ll have some nice binoculars. Thanks, Google!

Personalized Videos

This last example is the natural progression from search and ad personalization. Since Google owns YouTube, it’s already happening. Depending on what you usually watch, it will curate your content to show you related videos.

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Though most, or all, of us, hate video ads, they know it’s a numbers game. Sure, you may close an ad every time, but 1 in 100 people might click it, and 1 in 1,000 might go on to buy the product. With these ads being served to millions of people every day, there is a lot of money to be made.

Google has mastered personalization to try and give you what you’re looking for before you even look, and the numbers speak for themselves. If this approach weren’t working, they wouldn’t be doing it.

Next, let’s look at everyone’s favorite streaming site: Netflix.

Netflix

“Netflix and chill,” may be a popular saying, but they are not chill about their dedication to providing you with shows you want to watch. Unlike Google, Netflix doesn’t make their money through ads, but through subscriptions, so their main focus is retention and keeping existing customers happy. They do this by filtering through their sea of available content to give you only what you want to watch.

Let’s look at how they’ve managed to leverage personalization to create a unique experience for all of their 81.5 million subscribers.

Recommendations

The “Recommended Shows” sections of Netflix aren’t new. In fact, they were working on improving their recommendation algorithm when they were still mailing out DVDs. Way back in 2006, they announced a $1 million prize to any team who could help improve their recommendation algorithm by just 10%. It’s clear they’re serious about constantly improving recommendations, and things have only gotten better for them since they made the jump to streaming in 2007.

Compared to a DVD watch list, instantly streaming content gave them a lot more data about people’s viewing habits. While they only had a list to work with in the past, now they can see what shows you watch, how much of each show you watch, what time you watch, and a lot more. This knowledge about your viewing habits helps them keep you engaged by ensuring you always have something new to watch.

Multiple Devices

Once Netflix made the jump to streaming, it opened up a whole new platform to reach new potential users. The thing is, not everyone’s the same, and different people prefer to watch movies or TV on different media. Netflix quickly understood this dilemma and saw the potential to have their service on different platforms. Rather than just being available through their site on a PC, they opened it up to Roku, Xbox, Apple TV and many others.

Netflix has one thing down: they are available to personalize content wherever and however their customers want it. From laptops, to phones, and even gaming consoles, Netflix is available wherever you want to use it.

Breaking The 4th Wall

The last piece of personalization that helps Netflix deliver a seamless customer experience is by now bringing recommendations right to your inbox. They knew people spent a lot of time just browsing for something to new watch, so now they help out by emailing suggestions directly to you. By using all of the data from your account, if a new show or movie that they think you’ll like comes out, they’ll let you know. You can even add it to your list from your phone!

Delivering useful content and recommendations is the type of omni channel personalization that has separated Netflix from the competition. They’re able to deliver a seamless experience from start to finish.

Amazon

You may have heard of this company. They used to sell books online, but are now the largest marketplace in the world, and are a perfect e-commerce example for how personalization helped them dominate the marketplace. As an e-commerce site, they make their money by selling products, and make even more money by recommending other items.

The motivation for recommendation is getting you to purchase more items. As the web grew, and more data points became available about their users, they were able to track more and more information, and make appropriate recommendations.

Frequently Bought Together

If you’ve ever used Amazon, you’ve seen this section, and it’s an ingenious piece of personalization. These recommendations are not serendipitous or a fluke. They are cold and calculated. Fortune describes it pretty well:

The company reported a 29% sales increase to $12.83 billion during its second fiscal quarter, up from $9.9 billion during the same time last year. A lot of that growth arguably has to do with the way Amazon has integrated recommendations into nearly every part of the purchasing process from product discovery to checkout.

Not only does this work, but they have multiple areas, each offering different suggestions: frequently bought together, customers who bought this item also bought, sponsored products relating to this item, and what other items do customers buy after viewing this item.

Those are four other suggestions to upsell and get you to buy more products. It’s no wonder why Amazon is the leader in the marketplace. This alone shows their understanding and value of customer data.

Follow Up Emails

If you’re running an e-commerce business, then you know that it’s a fact that a certain percentage of people will abandon their carts before purchasing. It doesn’t mean that they hate your brand or don’t want the product; life is complicated, and lots of things are vying for our attention.

With nearly 44% of cart abandonment emails being opened, a good percentage of those result in sales. This kind of personalization and customer experience isn’t hard to achieve, and any e-commerce business should be doing it. All it takes is a simple email with the items they left in the cart to try and rekindle the relationship and emotion felt in the first place.

Amazon Dash

This last product of Amazon’s takes personalization from the digital into the real world. If you’ve been following along, then you understand that people like to interact with brands on their terms, and that repeat business is key for a successful brand.

Amazon took their one-click checkout feature and made it into a real button. They realized that certain people would buy the same staples like Tide, Gatorade, or razors, so they made it even easier for you to buy them with one touch. Going from multiple steps to one press of a button is the next step in personalization and takes the customer experience to the next level. I’m excited to see what else they have up their sleeves.

Exclusive Bonus: Download the free cheat sheet of tactics big brands use to create a personal experience, and software to do it on a budget.

Not mentioned in the title, but equally as interesting is Best Buy, and they’re the last example of how a brick-and-mortar company can also adapt to the online data revolution and go toe-to-toe with the best of them. Worldwide, they have a 22% hold in the electronics market and are trying to close the gap with Amazon. To do so, they’re implementing similar tactics as Amazon and capitalizing on the shift to personalization.

Catching Up With The Rest

If you’ve bought something at Best Buy recently, you’ll notice that they too are sending recommendation emails. If you bought an Xbox and they have your email address, you might get emails suggesting new game titles you might like.

Of course, Best Buy stores benefit from the ability to offer instant gratification, but they also separate themselves from other online retailers by offering store-exclusive content. That means if you preorder a game at Best Buy, you’ll get exclusive access to limited-edition content, not available to anyone else. With prices being pretty consistent for video games, offering the bonus of additional content is an interesting approach to helping close the gap with online retailers.

Price Match

Around 70% of Best Buy’s inventory is available cheaper elsewhere online (Amazon, eBay), so how do they still manage to compete? To combat this, they’ve implemented a pretty liberal price-match policy for brick-and-mortar as well as online retailers. This policy is a pretty bold statement and makes a strong case for those who prefer to buy all of their electronics at once to do it all at Best Buy. If online retailers can’t compete with price, then they’ll have to get creative to compete with Best Buy moving forward.

Personal Contact

Though brick-and-mortar can seem like an excessive overhead in our digital society, Best Buy uses it to leverage their “blue shirt” experts and staff, who give a real personal touch. This is something an online store just can’t do on the same level. Sure, they could have a pop-up live chat window, but it just can’t replace actual face-to-face, human contact. Their staff is well versed in what they’re selling (sometimes that’s because they are actually employees of the brands they are recommending, instead of being Best Buy employees), and can usually understand your concerns and make real-time recommendations.

Though large businesses are generally not known for their speed in implementing change, all of these companies have done a great job of using data to their advantage to keep things personal for their customers and deliver an amazing overall experience. And as far as it looks, the customers have returned the favor by staying loyal to them and purchasing time after time.

13 Jun
2016

How Marketing Personalization Increases Customer Loyalty

What Kind Of Data Do You Need To Be Tracking To Meet Your Conversion Goals?

Who are the best kind of customers? The ones that never complain and keep buying from you and tell everyone they love you. You know the type.

They’re the loyal ones.

If you’re trying to grow a solid brand, loyalty should be on your radar. There are multiple definitions of what loyalty means to businesses. While loyalty programs, such as points, miles, coupons, are great, the type of loyalty you want from your customers is blind devotion, and refusal to look elsewhere. The problem is: loyalty is hard to obtain. It takes a lot of work and effort to gain trust, and along the way one slip-up could negatively impact all that hard work. It’s a very delicate process, there’s no question about it, but if done right the benefits far outweigh the drawback.

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Take Apple fanboys for example. There weren’t nearly as many of them around 20 years ago, but now there are tons, and Apple is the most profitable company in the world.

Coincidence?

I don’t think so. They are the best kind of loyal customers, willing to pay a premium for products and line up for days before they’re even out. These aren’t exclusive models either, and, on paper, they’re comparable to ones can be bought for nearly half the price. But people continue to buy from them. Why? These are customers that are loyal because they like the entire process, from the lineup to unboxing.

Gaining this type of loyalty is hard, but with businesses having the ability to capture more data, personalizing content is an easy way to start fostering a loyal customer. Let’s explore three aspects of personalization that you shouldn’t ignore.

1 – Profiles & Behaviors

Data can reveal a lot about someone: where they are, what browser they’re using, what links they clicked and what kind of device they’re on. It’s a marketer’s dream, and this information can, and should be used to help you increase your conversion.

In general, there are two types of data: explicit or implicit.

Explicit signals are hard facts: This user was on an iPhone in Canada, and clicked three links and visited the site four times.

Implicit signals are what you can deduce from the hard facts: It looks like this user was browsing items. Since he’s from Canada, he’s less likely to purchase than an American; but, since he’s clicked three links and been to the site four times, he has a high chance of buying.

Turning implicit signals, which come in the form of data, into explicit signals and determining how you can initiate the sale can be a daunting task. NectarOM can simplify things and help automate this process in real time.

Customer profile

Once you have begun tracking your data, your next goal should be to create virtual profiles of your customers by combining data from multiple sources.

A profile describes a particular segment of customers with as much information as possible. This should include info like:

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These are just a few examples of points you can use to build your own persona. When you have a clearer picture of your ideal customer, the next step is to describe them and turn them into real people. Only once you have a profile of your customer can you start creating a plan to market to them. There’s no point wasting your time on strategies that might work.

How somebody is interacting with your content can tell you a lot about who they are and how they will interact with your brand. Generally speaking, mobile use accounts for a lot of search traffic as well as browsing, while computer/laptop traffic accounts for the majority of purchases.

2 – Test & Learn Strategies

What a simple world it would be if all leads came from the same place. You could focus all your marketing efforts on one thing and then clean up! But this is real life, and people are complicated. Different people hang out on various sites and can experience a brand in a variety of ways. One may prefer your Twitter feed, and another may frequent your site. Where they access your brand influences what they buy.

You can use this knowledge to your advantage by sending unique channel offers. For example, we all know Instagram is ideal for sharing images, so depending on what kind of images your audience’s feed is filled with, you could make something that blends in and barely looks like an ad. In this example from Qaloring, it’s not clear that they’re selling anything, and all you see is a woman in exercise clothes.

People on Twitter are usually looking for some interesting news, delivered in the iconic 140 characters or less and is a great place to promote your product with a catchy headline that gets people curious. Looking at the example from Ideapod; they play to people’s egos and drum up a bit of intrigue.
Am I smart? Heck yes! *click*

It can also be used to easily tag influencers in the industry to try and drum up some buzz for your product.

Facebook is a mix of the two, allowing more headlines but also a lot of space for an image. This ad from Jetsetter gets right to the point with a clear offer and beautiful picture.

Giving messages that relate to how people like to interact with a brand is the key to success. Make sure you’re not only thinking about the marketing campaign but how people will interact with your campaign over all sorts of channels and devices that you’re choosing to run it on. The more specific and targeted your campaign is, the better it will perform.

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3 – Automated Activation

Knowing all of this information is great, and any business owner should be doing everything they can to leverage this wealth of data that is at their disposal, but if you aren’t using or tracking this information, then you’re wasting your time. We here at NectarOM have an orientation toward action and apply marketing automation, predictive analytics and trigger based communications. Our system allows you to put this data to work. That way you can create detailed user profiles and implement laser precision campaigns.

No matter what your business model is, trigger based messages can help foster loyalty and increase your ROI. Making each customer feel special by delivering content based on their actions is a surefire way to keep them coming back.

With e-commerce, you’re always in the trenches, so to speak, looking forward to that sale and email notification coming through. Automated personalization has been proven to help with cart abandonment, by sending a follow-up email a day or so later. This can help bring people back to the state of mind where they were about to purchase, and could seal the deal.

As a corporate marketer, you’re more concerned with activating users because it’s necessary for continued subscription and a long term relationship. Sending a series of tips during a trial period, and capping it off with a ‘last chance, the trial is expiring’ email is a great place to start, and sure to get a conversation going with customers looking for an extension.

In a brick-and-mortar setting, clienteling, or providing a personal touch to shoppers can go a long way to building loyalty. This is usually achieved by using software to learn about customers preferences, behaviors, and purchases, and then having sales reps connect with customers in meaningful ways.

The Loyalty Effect In Action

At the highest level, getting all these systems in place can create machine-learning recommendations, which, if you can attain, mean a constant stream of business. Just look at what Netflix is up to:

“A study from Wharton cited that Netflix reported 60% of its sales came from machine-learning recommendations, and 35% of Amazon sales came from system-generated suggestions. Regarding increasing engagement, Venture Beat reports that personalized email subject lines can increase open rates by up to 41%.”

With industry leaders like Netflix heavily pursuing customization and machine-learning, it needs to be on your radar of things to implement. By keeping your messages relevant and personalize, you’ll be able to not only see the benefits in the form of increased revenue but will be able to keep your customers loyal – and more importantly, coming back.

This stuff can get complicated, and there are a lot of plates spinning in the air. But by focusing on your ideal customers and giving them personal attention, you’ll be able to keep them around. For businesses looking to deliver automated personalized omni channel experience book a free consultation with us here at NectarOM to discuss a strategy for your business.

Exclusive Bonus: Download NowThe Personalization Checklist To Increase Customer Loyalty

09 Nov
2015

3 Ways to Evaluate and Engage High-Value Customers

You’ve heard of the Pareto Principle: the rule of thumb that 20% of the work drives 80% of the results. In sales and marketing, we can observe that this principle holds true across all industries, and understand that a huge amount of sales, revenue, and brand interaction can be directly traced back to a few high-value customers, or HVCs.

If you haven’t put much thought into CRM, it’s a good policy to prioritize the creation and retention of HVCs who will give you the most return on your investment. Though the majority of all sales transactions are likely to be one-offs or from occasional buyers, a significant amount of your revenue will be driven by intensely loyal HVCs, who will not only stick by your brand but help promote it. To put it simply: you should keep your HVCs happy because when they buy, they buy big.

What makes a customer high value?

HVCs buy for a reason: HVCs look to your products, services, and brand to meet a fundamental need. Whether it’s health, wealth, or status, identifying your business’s raison d’etre will help you serve your best customers more efficiently.
They are interested in the next big thing. HVCs will keep checking your website, app, and social media pages for updates and new products. If you make customer loyalty a priority, you can create positive feedback loops that pay off huge in the long run.
HVCs are less sensitive to price changes. High-value customers will return to your brand even if they can find similar products for cheaper. It’s not about the cost: it’s about how your business addresses their specific needs in a relevant and personalized way.
HVCs will promote your brand. Your most loyal customers will promote your goods and services to friends, colleagues, and even strangers, if they believe in your products and customer service. HVCs bring with them a large social network of potential new clients, so pay it forward!

High-value customers are your business’s Golden Geese: keep them happy, and you’ll set yourself up for huge successes in the long run. And the truth is, doing so is actually pretty simple once you adopt the mindset of putting the customer first and personalizing your services to give each individual the VIP treatment.

3 Ways to Engage High-Value Customers

Reward HVCs for their loyalty. By integrating loyalty data into your delivery providers and personalization tools, you’ll be able to understand when, how and why high-value customers access your site and design useful, personalized touches to interact with them across multiple channels. When done right, loyalty programs remove barriers between your customer and their purchases and streamline their shopping experience. Doing so can empower the customer with a sense of agency when they realize that their actions have a direct impact on their experiences with you and what services you can offer them.
Pay attention to their recent activity. This information can be used to identify a customer as high value based on metrics such as: frequent site visits, a high clickthrough rate on email and website, and big recent purchases. Someone who can’t get enough of your content will respond well to an increase in messages, especially the triggered marketing that corresponds to important life events or interactions with your brand. When done right, this will prove to customers that you really understand what makes them tick. One appropriate example for a triggered message: if a certain HVC has a record of high overall spend but for the last several months they have not been interacting or buying, you might send them a re-engagement email with a big discount attached.
Evolve with your customers. Changes in customers’ habits which point to increased interest in categories outside of their normal purchase pattern can indicate someone’s shift into becoming a high-value customer. A significant change in what they buy and how much they spend could be a signal that this individual has extended their product trust into brand trust for you, prompting their movement into the HVC bucket.

There are many ways you can use data to help determine who is an HVC by using your personalization tools, and from there it’s a matter of providing your high-value customers with the service and attention that they deserve. In the process, you’ll develop the infrastructure, habits, and mindset that’ll attract and engage new customers at each step of their journey.

17 Apr
2015

Avoiding Common Email Automation Mistakes

Almost every company uses automation to send emails in today’s day and age. Every morning, I wake up to dozens of emails from retailers comprised of newsletters and special offers.

For the most part, I love sifting through these emails. However, as a marketing automation enthusiast, there are some aspects of email automation that can drive me crazy if done incorrectly. Below, I have determined four of my biggest automation pet peeves.

Boring subject lines

They say you can’t judge a book by its cover… However, this doesn’t always resonate with email recipients. Even marketers with the best email content can be at a disadvantage when not using catchy subject lines in their messages.

Amidst dozens of emails, a recipient’s eyes can easily glaze over a boring subject line. Subject lines should promote new products, relevant offers, special discounts, or use the recipient’s name to stand out among other emails.

In the example to the right, notice Nordstrom had sent me a “relevant” email about sandals after I had shopped for sandals on their website the day before. NM Last Call advertised a noteworthy sale to draw me in. J. Crew emphasized a “new” offer and special discount of free shipping to attract me. Note that Amazon Local did not utilize any of these tactics to grab my attention, and their message remained unopened and ignored.

Sent at the wrong time

Just because a software sends out automated emails, companies must still be conscientious of when they are distributing marketing messages.

Most companies send out emails first thing in the morning – and for good reason.

While there is no set rule that marketers must stick to mornings when sending out emails, there are certain times marketers should avoid sending messages. For example, consider this email I received from Nordstrom. Nordstrom sent me this email at 6:30 Friday afternoon. This is one of the worst times to send me a marketing email, as I have likely finished work for the weekend and am probably enjoying a happy hour or dinner with friends. The only reason I opened this email was because I was looking at messages sent during poor times for this blog post.

Friday evening is not the only bad time to send emails. Weeknights during “dinner time” will likely hold a low open rate. However, emails sent between 11 a.m. and 2 p.m. on weekdays will yield higher open rates, according to experts.

Incorrect personalization

Nothing aggravates me more than wasting my time opening an email with irrelevant offers. This holds true in the past couple months I’ve been a member of Banana Republic’s reward program.

Banana Republic's Men's Email — One of Banana’s many “male-centered” emails I always receive.

Every time I receive an email from Banana Republic, I receive emails about men’s clothing. I find this strange because every time I have shopped at Banana I have only ever bought clothes from the women’s section. However, every email I receive always includes information about their latest additions in their men’s line with little or no regard to women’s clothing. For some unknown reason, I think Banana Republic assumes I am a male.

Banana’s automation tendencies were amusing at first, but now I get annoyed whenever I see their irrelevant emails. Now, I rarely open any of their messages unless the subject line references some special discount.

While personalization can be a huge marketing asset, incorrect personalization can cause major problems. About 75% of consumers get frustrated when receiving irrelevant content. Avoid upsetting your target audience by personalizing with correct data.

Changing personal information is a hassle

While incorrect personalization is dangerous, mistakes can happen. In the case that consumers receive irrelevant content, the process to change personal information should be easy and convenient.

Consumers that must navigate through an entire website just to change a small personal detail (like their gender at Banana Republic), may be turned off at the thought of spending extra time on a website. Updating personal information should be simple. If changing profile details is too difficult, don’t be surprised if your email unsubscribe rate is uncomfortably high.

Wrapping it up…

While automation can be a big time saver, make sure your company is doing it effectively! The above mistakes can be harmful to your company’s growth, but making small fixes to your automation strategy is simple. Learn how to keep your automation easy and effective.

18 Mar
2015

Trusting Automation: Feeling Secure in your Software

Even though automation software is a proven essential for strong marketing, some companies are still wary about its practices. Oftentimes, marketers are hesitant to apply automation to sales because they have difficulty trusting technology – especially when automation plays a large role in marketing.

We’ve heard that some marketers are uneasy trusting the accuracy of data collected, messages sent, and customer privacy. Because automation is more “machine” than “man,” implementing it into marketing may require a little more faith.

And we get it.

Letting go of your marketing reigns to let software play a large role in your marketing strategy can be unnerving. However, companies should cast their fears aside because – all things considered – automation is a tool that can be trusted. To help marketers feel more at ease with this technology, we are addressing three common trust issues that marketers have with automation.

Trusting data in automation

For the most part, data gathered and implemented in your automation software is reliable. This data comes in two forms.

Even a silly typo (like .con instead of .com) can result in a data mistake!

Companies can directly ask customers to share personal information with them. For example, retailers often ask for a consumer’s name and email address for sending newsletters or special offers. Since this information comes directly from the customer, companies should feel comfortable trusting and using it to tailor messages. Typically, any mistakes in customer-relayed information come as results of a spelling mistake or typo when sharing information.

Companies can also gather information from clickstream data and analytics. First party data reflects information gathered by one’s own company. To gain more trust in a company’s first party data, companies should grasp a complete understanding of how the process works.

Third party data reflects information gathered by another source. This is typically where companies falter in the trust department. To put your mind at ease, perform thorough research about the quality of third party – rather than blindly accepting data. Determining the strength and reliability of the third party can prevent dirty data from being thrown into the automation’s data pool.

Trusting automation to deliver messages properly

Some marketers may not trust automation to send relevant messages to its consumers. However, by creating a checklist with basic criterion, marketers can ensure that the right messages are sent to the appropriate customers.

This checklist operates on the basis of the simple logic format, because X happens, Y will likely follow. The logic behind a checklist ensures that messages with a personalized element are sent to specific users.

Shoppers that frequent online sales, or adjust settings from low to high... — Shoppers that frequently online sales, or adjust settings from low to high…

May be more likely to utilize special offers, sales and discounts. Be sure to adjust marketing strategies accordingly. — …may be more likely to utilize special offers, sales and discounts. Be sure to adjust marketing strategies accordingly.

For example, a customer who regularly sorts products by “prices: low to high” may be categorized as a bargain shopper. In a preprogrammed checklist, this criteria might look like, Because this customer shops sales, he or she will positively respond to information about discounts. Based off this assumption, the automation software may send the consumer emails with special offers and sales.

Companies should trust that these messages are sent to the right people because they, themselves, are designing which customers receive which messages. Because companies are responsible for developing their checklists, marketers should trust that the checklist reflects accurate assumptions. If the assumptions are not relevant or correct, marketers should look to the checklist developers. The automation’s job here is easy – simply send out the messages that fit basic criteria at a designated time.

Trusting automation to keep information safe

Another common trust issue marketers have concerns the privacy of their customers. With recent hacks in the datasphere, some companies are hesitant to trust the cloud to store customer data.

With that in mind, companies should take the necessary steps to ensure customer data remains safe. Familiarizing oneself with customer data can alert marketers when usual inconsistencies come up. Companies should also perform thorough background checks before they hire – as employees have the most access to customer data. An untrustworthy employee may be the cause of a data breach. Companies can implement security testing, or penetration testing, to evaluate the strength of their data protection measures.

And let’s not forget…

Marketing should not completely rely on technology. A team of data analysts and marketers should regularly confirm that data analysis is accurate, messages are relevant, and that information stored is safe. Although automation is trustworthy, double checking its accuracy can prevent the unlikely rough patch in a marketing campaign.

Feeling a little better about implementing automation to your marketing? Learn why we’re saying automation is a long-term investment, or get the scoop on our very own NectarSuite automation.

19 Feb
2015

Keeping Marketing Automation Easy

Technology can be scary topic for some. Technology brings change and complicated concepts, which can be challenging even for the tech-savvy. Implementing foreign concepts may seem overwhelming, and can scare off marketers.

However, one sect of technology sets itself apart from the rest because of its usefulness and potential assets. Marketing automation can be a marketer’s best friend when implemented into a marketing strategy.

And, despite its technological ties, automation can be easy for marketers using the right software and the right data to create content.

Software

The first step in keeping automation easy is choosing the right automation software. Each platform has different tools. With that in mind, it’s important to make sure the software you choose corresponds with your company’s marketing goals.

Establishing what an automation software can do for your company is important. Some software provides a few automation commands, while others offer dozens of different options. Marketing automation is best known for sending automated emails. However, this is just the tip of the automation software iceberg. Marketers can also use automation software to conduct A/B testing, lead generation, customer segmentation, and content organization. Depending on what you’re using your automation for, choose a software that coincides best with your automation goals.

Your automation software must also be easy to operate. Software that is too difficult to understand can lead to an automation nightmare. Instead of saving a company time, a confusing platform may actually cost extra time, money and other resources. Before fully committing to a particular software, marketers should make sure they understand how to operate the platform… or have access to someone else that can!

We encourage marketers to consider marketing automation systems like nectarOM’s.

Data

After determining which automation platform is best, marketers can begin to develop content. The key to drafting automation content easily is in the data.

A common misconception is that automation generates content that is cold, robotic and impersonal. However, customer data helps marketers develop personalized, targeted messages for consumers. Generally, customers prefer this personalized content. When marketers correctly use data, coming up with content for automation messages can be relevant and efficient.

So here’s the problem:

If marketers are using bad data, developing content may take an unnecessarily long time. And – what’s more – the content may not even be effective. To prevent any data mishaps, marketers should eliminate bad data from their data pool.

Bad data consists of data that is too old, irrelevant, or simply wrong. To avoid falling into the dirty data trap, marketers must weed out this bad data from their data pool.

To prevent collection of more bad data, marketers should consider the following precautions.

Marketers should collect data from a variety of outlets, incorporating data from 1^st and 3^rd parties.
Additionally, marketers should not hesitate to ask shoppers for personal information. The more relevant information a company has about a customer, the better a personalized experience will be.
Lastly, marketers should evaluate specific metrics to determine whether the automation is working successfully. Figuring out what works and what doesn’t work can be a huge help for marketers.

Equipped with good software and good data, marketers can easily draft a positive automation experience for customers. Intrigued about implementing automation into your marketing strategy? Learn more about how to manage multiple channels with automation.

09 Feb
2015

Measuring Automation Success With Data

Evaluating Digital Marketing Metrics Like A Pro

In every type of industry, data is used to evaluate the status of a concept, product, or idea. From politics to the red carpet, data is used around the world to measure what works, and what doesn’t.

Data is particularly important for those in the marketing world. Data can show whether customers like a company’s marketing, or show companies that their marketing is ineffective.

Data analysis is particularly important for marketers using marketing automation. Because experts believe that the future of marketing automation depends on data, marketers should implement data into their marketing strategy.

Drawing relevant, helpful conclusions from data sets can be difficult. With so many numbers and digits, its easy to get overwhelmed with different rates and percentages. But never fear – NectarOM is ready to make metric evaluation simple. There are certain metrics one should consider when measuring the success of marketing automation.

When evaluating automated email success, marketers should look at several different rates. First, marketers should use a bounce rate to determine how many emails actually get to the intended recipients. Inaccurate email addresses, poor server connection, or full inbox may prevent email subscribers from receiving emails. Establishing why a consumer might not receive emails can be helpful, as marketers can work to fix the bug in their email automation system. Bounce rates distinguish ineffective marketing from inaccessible marketing.

Using a calculated bounce rate, marketers can find the open rate. An open rate is the amount of emails opened as out of the total emails that were delivered to inboxes. Open rates can be useful in determining the attractiveness of a subject line, or the accessibility of a customer through the time the emails were sent.

To determine how successful email content is, marketers should consider click-through rates and conversion rates. Click-through rates reflect the amount of times a link inside of an email was clicked, directing the subscriber to the company website. Conversion rates measure the amount of subscribers who have made a purchased, registered for a new program, downloaded a file or attachment, or signed up for a contest via the email. Both of these rates can show marketers how effective their content is in creating customers or maintaining relationships.

Marketers should also examine their subscriber lists to gauge how effective their email marketing campaign is. Determining whether a list is generally growing or shrinking can indicate strong or weak email marketing. Campaigns that host high unsubscribe rates are obviously not doing email marketing the right way.

Websites are another platform that can use data metrics to evaluate marketing success. Like email automation, certain metrics (e.g. bounce rates and conversion rates) can be useful in measuring a website’s success. However, websites also can consider other metrics as indicators for success.

Shopping cart abandonment rate is a website-specific metrics. Ecommerce companies should be aware of the amount of abandoned shopping carts compared to actual purchases. Knowing this can help a company make necessary adjustments to keep abandonment rates low. For example, an ecommerce company might use its abandonment rate to determine whether it should implement an automated abandoned shopping cart email into its marketing strategy.

Marketers should also look at their site’s churn. Churn measures the amount of customers that come back or leave the company each month. Companies with a high churn rate may want to reexamine their marketing strategy, and make necessary improvements to their marketing strategy.

Regarding both email and website automation, marketers should evaluate their ROI rate. ROI (return on investment) is another key way to measure the success of marketing. This measurement shows the company’s net profit compared to the company’s investment.

As marketing digitally continues to change, marketers should keep a steady eye on their ROI rates. A dramatic increase or decrease in ROI signals that marketers are doing something right or wrong.

While these are a lot of numbers and metrics to consider, taking the time to evaluate each data set can be a huge marketing asset. If number crunching isn’t your strong suit? Learning more about data management platforms is a must!

02 Feb
2015

Managing Multiple Channels with Automation

There’s no doubt regarding the effectiveness of marketing automation. Automation makes communicating with customers easy and has the potential to yield impressive results.

However, automation can be a nuisance for customers if not used appropriately. Automation fails when marketers present irrelevant, incorrect, or outdated content. At its worst, marketing automation can actually make a business lose customers.

Automation can be a little tricky, and automation across multiple channels can be tough. But a little extra effort can turn into a big payoff – a seamless, omnichannel marketing automation experience can be a marketer’s best friend.

So, what’s the point of marketing automation?

The end goal in most marketing automation campaigns is to drive traffic to the business’s website. E-commerce sales are steadily increasing, and the best way to make sales online is by increasing traffic to a website. Automated marketing provides relevant content for the right customers at the appropriate time. With automation tools, a marketer can create a personalized, 1:1 shopping experience without having to constantly attend to a customer’s needs.

Businesses who want to give shoppers an easy, convenient e-commerce experience should utilize automation via website, email, social media and call centers.

The Digital World:

Websites

Nearly every business that makes sales online uses some type of automation in their website. Website automation has a wide range of uses and may interact directly and indirectly with a customer.

Customers may experience automation through a business’s search engine, shopping cart, or user registration. Automation systems can also handle mundane, behind-the-scenes technical tasks like data backup.

Forever21's search engine predicts what you're searching for, and automatically directs you to the right product — Forever21’s search engine predicts what you’re searching for, and automatically directs you to the right product

The most important assets in website automation are leading pages. Emails, social media, and other web pages will often contain links to a site’s landing page. Landing pages are specifically designed to generate leads, as these links direct customers to a product page or collect customer data. Employing leading pages increases the likelihood for a completely seamless multi-channel automation experience.

Email

Marketers should be strong advocates for email automation. This channel has particularly high potential and a variety of different opportunities to market.

As previously mentioned, landing pages play a large role in email automation. Businesses can send customers emails with relevant products a customer may be interested in, and prompt a sale by providing a link to the products’ landing page. Businesses can also send “Happy Birthday” discounts or information about sales, with links to their site.

Banana Repulic's Embark confirmation email — Banana Repulic’s Embark confirmation email

Businesses can also connect brick-and-mortar experiences with digital. For example, Banana Republic sends emails to its newly registered members, welcoming them to their Embark program. Seconds after I registered with Embark, I received the following email from Banana:

This automated email confirmed that my membership with Embark. A few days later, I received another email from Banana’s Embark with information about in-store sales. I had officially connected with Banana in-store and online via email. And, even though I was not actually with a Banana Republic associate, I was still able to access relevant information at my leisure.

Social

Social media can be a strong asset for marketers using automation. The workout class provider ClassPass is one strong player in the social media marketing game. ClassPass provides a variety of yoga and pilates classes to members, and markets through automated social media ads.

ClassPass posts links to landing pages in their Twitter or Facebook feeds, sharing new promotions and products with their followers. Links within these posts lead ClassPass’s followers to more information about their offerings and a link to purchase workout classes.

ClassPass promotes new location — ClassPass promotes their new location via Twitter

ClassPass advertises to individuals that don’t necessarily follow them on social media, but may be potential clients using Facebook’s paid advertisement feature. Before I had heard of ClassPass, the following sponsored ad popped up on my Facebook feed.

As a pilates-loving woman living in a city with ClassPass locations, this advertisement was perfect for me. Using my gender, location and interests, Facebook and ClassPass targeted me as a possible client in the workout-class demographic. My personal information determined that I would likely be interested in ClassPass’s products.

Both types of social media advertisements are particularly effective for ClassPass, because they reach the consumer when he or she is likely not preoccupied with other tasks. As most people access social media in their free time, ClassPass’s potential customers have the time to explore the webpage and consider new purchases.

Call Center

Although phone calls are not digital, company call centers also play a role in the e-commerce experience. When a customer wants more information about a product or a shopping experience goes awry, he or she can call the customer service line.

In years past, a seamless website-call center experience was nonexistent. However, with technological advances, call centers contribute to easy, seamless shopping. Call centers have quick access to customer data from past purchases and personal information, and can pull up detailed information about a customer’s shopping experience in seconds.

If a customer has a complaint about their most recent purchase, a call center can verify purchases and help the customer with a touch of a button. If a customer is looking for more information about an out-of-stock product, the call center may be able to recommend other products based on similar shoppers’ preferences. And if a customer needs to be redirected to a different department, information can be shared with the new company rep digitally, quickly, and easily. A call center’s automated material is key in providing a personalized experience for customers.

While adjusting marketing automation strategies may require a little extra time and effort, businesses should keep eyes on the prize: an increase in customer interest, product awareness, and ROI. And, as experts believe that marketing automation will gain popularity, marketers should be quick to employ an automation strategy.