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All Places > Dallas User Group > Blog > 2015 > September

Check out the details of our next user meeting by clicking link below -- and don't forget to RSVP. We hope to see you at the meeting next month.


D-MUG Meeting: OCT 22 from 3-5pm at Protiviti in Dallas/Galleria area (RSVP here)

When the lead enters to Marketo thru your CRM, Marketo does not automatically captures the Acquisition Program. To provide attribution to your CRM for creating the lead, you can create a program that will the Acquisition Program as "CRM Generated Lead". This will enable first touch (FT) analytics for leads generated by the CRM.

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"If I am your ideal prospect, why should I take the risk of giving my email address?"


Minimizing perceived cost of the email capture 

Amount of Required Information

Are there unnecessary form fields?

Which fields will yield greater list quality?

Can the capture process be split into multiple steps?

Is it possible to create a page with optional form fields to increase list quality?

Are there any fields that can be collected progressively, or through an automation service?


Nature of Required Information


Are fields clustered to reduce perceived page length?

Are there any fields that are unclear to the customer?

Which fields are more likely to cause hesitation or anxiety?

Do any fields require special justification?



Maximizing perceived value of the email capture



Increasing Appeal


Does your content focus on an existing desire in the mind of the visitor?

Is your content specific enough to connect to that desire?


Integrating Exclusivity


Is there a desire you can fulfill better than competing companies, products or CTA?

Have you integrated specific claims of exclusivity into the content?


Enforcing Clarity


Does your copy use active verbs and concrete nouns? Are there many subjective adjectives or adverbs?

Does your copy use unnecessary, subjective industry terms?


Intensifying Credibility


Have you integrated quantitative and/or qualitative language into your claims?

Is there room to include testimonials or third-party verification copy, imagery?





This year I attended the MECLab Email Summit. Here are some learnings I got.



Goal: Minimize the perceived cost for the Email Open

Justify the send

Can the subject line reference a recent action or behavior on any owned media? (Exp: Website, ad space, social media)

Does it have a customer serving tone?

Are there any words that seem ambiguous or full of hype?

Does it feel exclusive or unique to the customer?

Are the envelope fields specific enough?


Connecting to a problem

Can it highlight a recent issue or concern? (Exp: In the news, in their lives)

Can it connect to a lack of time, money and/or help the customer is experiencing?

Can it focus on aiding an inability or inadequacy in the customer?

Can it focus on clarifying a common misunderstanding or perception?


Goal: Maximize the perceived value for the Email Open

         Increasing relevance


Does it synchronize with your list's reading and shopping habits?

Is it tailored to your list's common personality traits or set of interests?

Does the headline start with the primary point of interest?

Does it consider seasonal interests?

Does it stand apart from current competitor offers?


Increasing Importance

Can it connect to a physiological need?(Exp: Safety, Health, Provision)

Can it connect to a social need? (Exp: Belonging, Relationship)

Can it connect to an internal value? (Exp: Beliefs, Growth, Achievement)

Increasing Urgency

Can it reference an impeding, market-driven event?

Can it reference an artificial, marketing driven deadline?





Goal: Minimizing the perceived cost for the Email Click
Minimizing Conflation

Does the CTA match the customer's stage in the thought sequence?

Does the copy focus match the customer's stage in the thought sequence?

Are there unnecessary redundant CTAs? 


Eliminating Content

Upon opening the email, can a customer immediately understand what they can do and why they should do it?

Does the copy amount match the customer's stage in the thought sequence?

Is the content conversational in tone?

Are there too many competing, unrelated calls to action?

Is the primary call to action made too soon?

Do unrelated calls to action come after the primary message?



          Goal: Maximize the perceived value for the Email Click


          Arrest Attention

          Does the headline start with the primary offer of interest?

          Can it utilize a personal salutation?


          Build Connection

          Does the copy reference an existing relationship?

          Does it reference a recent interaction?


          Build Problem


          Does it address a current pain, promise or desire?

          Does it connect the offer with the above?


          Build Interest


          Does it provide an interesting angle?

          Is the explanation minimal?


          Build Suspense


          Does the copy tell enough to maintain interest in the offer?


          Transfer Momentum
          Is the CTA focused on the next immediate step?

          If including a post-script, does it intensify the need to click?