Having a roadmap discussion ensures program alignment before jumping into implementation phase. Set up a Roadmap meeting, use my template, and set an agenda. Before you do anything in Marketo, it’s important to understand the framework of your test. Get aligned on what part of the business you’re trying to impact, and who your target audience is. Here’s the template you can use to write out your testing roadmap.
You won’t have a successful nurture program if the target audience is “everyone in the database.” Who will benefit most from receiving this content? The more specific the better. Ideally, it will be a larger dataset so your test will be as impactful as possible. Some examples could be: tradeshow sourced leads, Enterprise customers in the retail vertical, or prospects who signed up for a free trial.
For this post, our example target audience will be prospects created from Tradeshows.
Once you have identified who you want to target, write down the total number of people that make up this segment.
What are you trying to improve?
You’re not going to solve all of your business problems with one nurture. An ineffective variable is: “to get more SALs, opportunities and more customer retention. Oh, and increase product usage by 50%.” This is actually 4 variables. A nurture program’s primary goal should be an action that can happen soon after someone clicks an email.
What is the primary activity you want to drive with your nurture? Click rates? Product engagement? Demo signups? Write it down on your roadmap doc.
In this example, our variable is accounts created.
Historically, what has the conversion rate been for your target audience and your primary variable? In this example the question would be: how many trade show leads have created an account in the past?
E.g. Currently 20% of our new tradeshow leads create an Optimizely account.
Here’s where you define what success looks like for your nurture program. In this example, we want to increase that conversion rate by 15%.
How will this nurture program meet your goal? You’ve done most of the work already, now you just have to crystallize it.
Example: My hypothesis is that by sending a 4 touch email nurture to our tradeshow leads, they will be more likely to create an account than if they weren’t sent it. By staying top of mind after the trade show is over, leads will be curious to explore what Optimizely can offer.
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