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In our first post, we discussed the concept of URLs and UTM tracking. Now that those are in place, we will dive into the setup with Marketo. Here are the high-level steps: Create the UTM fields in order to have a place to store the values Add the fields on your form pages as hidden fields, add to a landing page Setup the Marketo programs and/or smart campaigns to process them Test and check to make sure it's working Step 1 - Create UTM fields If you are setting this up for the first time, or you have inherited a Marketo instance, I recommend checking to make sure these fields are not already in place, or they exist, but are named something else. If you have access, go to Admin > Field Management, and search for any fields containing "utm" or "ppc" to see if they are there. In the screenshot below, you'll see that all 5 fields have been created and are currently mapped to the SFDC lead and contact records. *Side note: The mapping is important if you want the values for leads or contacts since SFDC treats them differently. Also, if you are creating them for the first time, make sure to do it in SFDC and wait for the fields to sync to Marketo or you'll have to get it re-mapped. ​ Step 2 - Add fields to your forms Now that you have the fields created, add them to any relevant data forms. There are two main options for this. If your website uses custom non-Marketo forms, ask your web developer to add the extra fields to the forms and make them hidden. In the field management screen, there's an "Export Field Names" button which will export all the necessary fields that you can provide to your developer. The file provides a mapping for the UTM values that need to be written to from the website form field to the Marketo field. There might be other options such as native plugins that might already accomplish this. If you are adding them to a Marketo landing page, drag those new fields onto your forms and make them hidden. In the Autofill property, choose Edit and you'll see options to chose where the field values will populate from. Choose URL Parameter and type in "none" for the default value or anything that you can filter on later to troubleshoot if it's not working. At this point, the landing page is just waiting for a referring visit with UTM values. Consider what happens when someone clicks a link, but does not sign up right away? The values from the URL parameter must be present at the time of submission in order for this to work. So if someone navigates away and the parameters disappear, then the UTM values will not be captured. To solve for this, we have created a tracking script that will store any UTM parameters it finds into a cookie. Now when a visitor fills out a form that contains the hidden UTM values on a form, the cookie will store the UTM value across the main and subdomains. *Technical Stuff: You can upload the extracted file into the images directory or on your web server. Before doing so, take note to make one change to the file and re-save it for it to work. Open the file with any text editor and looking for a line that says "domain=digitalpi.com" and change it to your domain. Once set, it won't expire for another 365 days. The script should be place where your Munchkin script is also placed. It's a simple script that does the following. If UTM parameters are present, store those into a cookie. This means if it comes from a URL and it's the first time seeing it, the script creates the cookie. If the visitor comes back by clicking another link with different UTM parameters, it will replace with the new ones and continue to do so. It's not session specific which means if the visitor closes the browser and comes back at a later date, it will still be in the cookie and keep it for 365 days. Here's a link to the tracking script: dpi-ppc-tracking-script.js.zip So that you can see this process in action, I created a simple form with visible UTM fields on a landing page. When you click on one of the sample links, you should see the UTM values in the UTM fields where they would normally be hidden. If you want to experiment with it, change any of the UTM values after the equal sign and refresh the page. You'll see the new value populated in the field that was changed. Long version: http://info.digitalpi.com/Marketo-UTM-Sample-Page.html?utm_source=blog&utm_medium=email&utm_term=utm&utm_content=utm-tracking-blog-p2&utm_campaign=blog-sub Shortened version: http://goo.gl/O6VyL9 Step 3 - Setup Marketo processing This next part is just ordinary Marketo smart campaign building. Setup the trigger filtering on UTM values. Make sure it's unique enough to process for the individual UTM parameter (campaign, source, medium, etc.). Step 4 - Test and validate Create a few URLs to your landing page and use different combinations of UTM parameters and click on your form submission. Look for the test record and in the custom fields look for the values. If they are there, it's working properly. Keep in mind these values will change each time a new set of UTM values are set. You can run reports on the different campaigns or even down to the add level if programs are setup to track that. This feature is used frequently, so we hope this article saves a lot of time and frustration. Happy Marketing!!
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Creating an A/B Test program in Marketo Create a new Program in Marketo:                2. Choose the Campaign folder, provide the program name and choose the program type and the channel: Channel should be Email blast 3. Create a new asset within the program: 4. Choose Email program as the asset: The idea of creating Email program as an asset within a program is to have the ability to track progression statuses in a better way with the original program being the one tracking statuses.        5. Give a Program name and choose the type and channel:     6. Create an email within the email program and approve the email:        7. Go to the Email program created: 8. Choose the email created and approved in the steps above: 9. Add the A/B Test to your email:    10. A/B Testing can be done based on Subject Line, Whole emails, from address and date time: 11. For this example let’s choose subject line: 12. Define the subject lines for the email on which we are trying to test and choose the sample size of the test: In the above example, we chose 20% as the sample size and we have 4 subject lines to test. So 5% of the audience list will each receive email with a particular subject line and the winner will be send to the remaining 80%. 13. Define the Winner criteria based on which the email would be treated as a winner and you can also declare winner manually after viewing the test results: 14. Schedule the test and the winner, choose the email address you want to send notification to: 15. Click on Finish: 16.Verify the details and click on close: 17. Define the smartlist(audience) for this email send: 18. Define the filters for the smart list:    19. The audience details will be reflected in the program now: 20.  Approve the program:    21. Once the test is run successfully, the results can be seen as shown below:   
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Email performance analytics sits at the heart of every digital marketer, you want to be aware of how the performance has been and need the ability to report on the same using various dimensions relative to your marketing. More often than not, all marketing automation systems have a performance issue when it comes to providing analytics quickly with the parameters that you would like. Marketo has also been lacking in this area for quite some time since RCA is sold as a separate product and that also had performance issue till last year or so, when the UI was changed but still performance is not up to the mark and Marketo analytics is not that powerful a feature to suffice the digital needs of today. As a resolution to the same, Marketo has introduced Email insights to provide lightning quick reporting on Email performance with a plethora of dimensions/parameters to filter your report. It works real fast and allows you to report on performance which not only includes batch campaigns but can also include trigger campaigns and operation emails (You can choose to exclude them as well). There are options of choosing performance relative to one/multiple workspaces, you can add parameters such as segmentations, channels and program tags and include them as dimensions and report on them. There’s an option to filter the report on Audience (country and state parameters), Content (email, program, smart campaigns, theme) and Platform (Device OS and Device type). You can generate charts to assess the performance during selected period based on Time (Day, Week and Month) and filter on various parameters. On the right hand side you can also select metrics such as opens, clicks and unsubscribes to check on the performance by parameters of audience, content and platform. You also have the ability to save these reports as quick charts for periodic performance review, you can save up to 20 quick charts. Although it’s a fresh new option for analytics there’s a lot of scope for improvement, for example. The ability to export data/reports/charts is not available so if you want to share the data with anyone outside Marketo you can’t, which is a huge disappointment. There’s no option to report on custom parameters such as conversions, program successes etc.  There are only 10 custom dimensions that can be added which makes the set up limited. The ability to report on custom lead filters using smart lists as available in Email performance reports is not there. There’s no email link performance analysis. Overall a fresh new interface and a much needed option for Email performance reporting but still has a lot of scope for improvement. Here’s the Summary: Pros: Lightning quick reporting capabilities. Dimensions and work-space options for reporting. New filter options such as Audience, Content and Device. Ability to create quick charts. Cons: Inability to export reports Only 10 custom dimensions No custom lead filters and custom parameters No Email link performance analysis Here’s an example of how to use Email insights for your reporting purposes, it includes the steps you need to follow to leverage the various capabilities available for reporting. Log into Marketo and click on the tab on the top left hand side to go to Email Insights: This is how Email Insights home screen looks like: It provides you a lot of options of choosing to report on, you can select the Workspaces on which you want to see the performance: In this example, I want to check the performance in Europe, so I’ll choose Europe as the work-space. You can select the dates for which you want to check the email performance: There’s an option of comparing periods as well. You can click on sends on the top left corner to check the various email sends during the period and choose from it the one that you are interested in: If the desired email communication doesn’t show up here, then it could be because it is an operational email, the general settings of Email insights excludes the operational and trigger campaigns, you can change the same in the personal settings: There are a lot of parameters on which Email insights allows you to filter, one of them is Audience. You can filter the audience from country/state and check the email performance for them, for example: If you want to report on email performance during the last month in California etc. You can also filter on specific content, which can be either email sends: Select the email send you want to check the performance. You can also filter on Smart campaigns and the same would reflect in the report: Similarly program filters are also available: A new and fresh addition would be the ability to report device and OS performance, although this option is available as a constraint in Marketo Analytics, this is much better and faster, as it provides you comparative performance views on devices, which is nor the case with Analytics: You can select the Operating systems as a filter as well: There are filters available on your left and right side and you can select either to modify the report/chart: Here’s an example of filtering using parameters on the left side: On your right hand side you have options of choosing filters as well, by default all filter options will show: You can click on Audience, content and device to filter on and analyze the performance further: You have an option of viewing the performance by time as well in the selected time frame, you can select from day, week and month and the report will be modified accordingly: You can also add custom dimensions to these reports which can be used as a filter. To do so, click on the settings option: You can go to System settings to add dimensions, you can add segmentation, channels as dimensions and report the performance on them. Program tags can also be added as a dimension, a maximum of 10 dimensions are allowed with Email insights: Once you are done creating your report/chart based on all the filters and parameters, you can save it as a quick chart for periodic performance review: Name the chart and save it: You can it on the quick charts option on the right hand side, a maximum of 20 charts can be saved: Hope this was informative and helps you in leveraging Email insights for your organization. Your feedback matters a lot to me so if you have any suggestions/comments/queries relative to this, please comment below.
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Information on the latest industry metrics for email marketing. Enjoy
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With General Data Protection Regulation (GDPR) hanging over every marketing professionals head, ­stay ahead of the curve and set up your opt-in strategy right.
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List uploads is usually critical to account management.  Without proper preparation, critical components of lead activity and information can be affected! When preparing a list for upload, the following steps should be taken in order to ensure that existing lead information within the system is not altered, and lead statuses are not affected: Create an email address only list in a CSV file – This will allow the upload of leads without updating any errant fields If there are additional fields that require updating: Create a view within Marketo to include any fields that will be updated Exclude any leads that show data within these fields until further review and approval Alert your Marketo Admin / team (and potentially the SFDC teams) to review and approve the leads in question Once approved, upload ONLY those fields appended to the email list
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This is the tool we use to promote and train our sales team on Marketo's sales insight tool. They find it extremely helpful, especially when we ask for there help with marketing campaigns around events.
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By: Kevin George Posted: July 22, 2016 | Email Marketing As an email marketer, subscriber engagement is undeniably one of the most critical factors that makes or breaks your efforts in converting your subscribers into lifetime customers. Considering that 54% of US and Canadian consumers consider ending their brand loyalty if they are sent irrelevant content and offers, according to CMO Council, what’s the way forward? Repeated surveys have proven that transactional emails are more effective at engaging subscribers and result in greater ROI than bulk emails. In fact, Experian reports that the average revenue per transactional email is two to five times greater than standard bulk emails and that they have almost eight times the open and click rates. Yet, out of all marketers, only 40% are using transactional emails. The Components of a Transactional Email A transactional email, otherwise known as an operational email, is essentially a personalized email that’s system-triggered by a subscriber’s unique behavior during an online transaction (registration, form-fill, purchase, etc.). Here are a few best practices to consider as you’re developing your transactional email campaign: Send it from a recognized ‘From’ address. No one likes seeing emails from do-not-reply@xyzdomain.com. Use a subject line that clearly summarizes the purpose of the email. Avoid adding promotional language in the subject line or your email could be flagged as spam. Write copy that acknowledges and thanks the subscriber for their activity and conveys excellent customer service. While the CAN-SPAM act allows a transactional email to be used for promotions, the message of the email should primarily be transactional in nature. Include a recognizable and clickable brand logo and incorporate your brand colors to boost brand recognition. Use links that serve a specific purpose. Be friendly, informative, and timely. If you aspire to join the 40% marketers who are sending transactional emails and seeing serious results, then sending friendly, timely, and informative emails is a must. Here are six types of transactional emails you can send your subscribers based on their behavior: 1. Email Address Confirmation/Registration Emails If a buyer subscribes to your newsletter, fills out a form, or registers for an event or webinar on your website, send them an email to confirm their action. This enhances the customer experience and sets the tone for building a trusting relationship. You can also use these emails as a double opt-in for subscribers to confirm their email address. Some businesses do this to confirm that subscribers enter valid email addressed, which is a great way to keep your database clean. Email address confirmation and registration emails are also a great way to provide your subscribers with additional information they may need like your contact email, phone number, or social media profiles, and it opens the door for them to connect with you in different ways. For example, Best Buy’s welcome email contains various calls-to-action (CTAs) to help subscribers learn more about their different services. 2. Password Resets If your website has a portal for visitors to log into, make sure that when your subscribers request a password change, they receive timely, personalized, and clear instructions regarding the password reset procedure. Moreover, with the prevalence of phishing activities, adding a link or email where they can report unauthorized password requests strengthens your credibility. This email from Treehouse has clear instructions on how to perform a password reset, an alternate link, and a contact email for any issues that come up. 3. Order Confirmation Emails and Purchase Receipts After subscribers make a purchase or register for a conference, follow up with an email that confirms their order and includes their shipping information and tracking links when applicable. Buyers are often eager to view their order confirmation because it provides reassurance that their purchase was processed and gives them information on when they’ll receive their order. This order confirmation email from Fitbit includes a receipt and link to check the order status in real-time. Take advantage of your subscriber’s high level of engagement by showcasing customer testimonials or cross-selling relevant products, services, or events. In fact, Experian reports that transactional emails that include cross-sell items have 20% higher transaction rates than those without.asking for referrals within the email. You can also use order confirmation emails to ask your subscribers for referrals. For example, Skillshare includes a referral code at the bottom of their receipts to encourage their subscribers to refer their friends. 4. Feedback Emails There is always room for improvement, and one of the best ways to improve the customer experience is to understand how your buyers feel. Ask your subscribers for feedback directly based on the proper context (e.g. after they book a trip from your website or 3-months into their software subscription). Since their feedback can be extensive, you may want to provide a CTA to a landing page to collect it. For example, after a game, the Arkansas Razerbacks send attendees an email thanking them for attending, recapping the scorecard, and directing them to click a link to take a survey about their experience. 5. Reactivation Emails Reactivation emails are sent to subscribers who have previously interacted with brand, but haven’t continued to engage. This could include consumers who abandon their shopping cart before making a purchase, email subscribers who haven’t been opening your emails, or existing customers whose subscriptions are expiring soon. Target your offers based on each subscriber’s behavior and lifecycle stage (e.g. send more aggressive offers to subscribers with lower engagement or existing customers who are likely to churn). Reactivation emails are a great way to keep your brand top-of-mind and remind your subscribers about the value your brand provides. You can take a humorous approach like Bonobos or send a clear-cut email that gets to the point like Apple Music. 6. Website/App Extension Emails Increase engagement by bridging the divide between your different channels. By providing in-email functionality that connects to your website or app, subscribers have the freedom to interact with you on their preferred device. For example, LinkedIn sends a CTA email when you receive a new LinkedIn invitation that is personalized and prompts the user to confirm the invitation. No matter what industry you’re in, transactional emails can help you generate more revenue, build brand loyalty, and improve your email deliverability. Are you ready to take them on? Trigger away! Are you currently sending transactional emails in your campaigns? Share your tips and tricks below!
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Over the last few years all these translations have been gathered together by my colleagues. One of them had kindly gathered them into this beautiful display and I thought it was worth sharing with you all. CTAs English Simplified Chinese (CN-S) Traditional Chinese (CN-T) Portuguese (PT) Japanese (JA) Spanish (ES) Korean (KO) German (DE) View Now 现在就查看 現在就查看 Veja agora 今すぐ見る Vea ahora 지금 보기 Read More 阅读更多 閱讀更多 Leia mais さらに読む Lea más 더 읽기 Watch Video 观看视频 觀看視頻 Assista ao video 動画を観る Vea el video 비디오 보기 Learn More 了解更多 了解更多 Aprenda mais さらに学ぶ Aprenda más 더 알아보기 Read the brochure 查看资料手册 查看資料手冊 Leia o material 小冊子を読む Lea el folleto 브로슈어 읽기 Broschüre lesen Register today 今天就注册 今天就註冊 Inscreva-se agora 今すぐ登録する Regístrese hoy 오늘 등록하기 Explore more opportunities 发掘更多机会 發掘更多機會 Explore mais oportunidades 他の機会も探る Explore más oportunidades 더 많은 기회 알아보기 Read full report 查看完整报告 查看完整報告 Leia o relatório completo 完全レポートを読む Lea el informe completo 보고서 전문 보기 Read article 阅读全文 閱讀全文 Leia o artigo 記事を読む Lea el artículo 기사 보기 Read press release 阅读新闻稿 閱讀新聞稿 Leia o release de imprensa プレスリリースを読む Lea el comunicado de prensa 보도자료 보기 View tool 查看工具 查看工具 Veja a ferramenta ツールを見る Vea la herramienta 도구 보기 View quotes 查看报价 查看報價 Veja as cotações 相場を表示する Vea las cotizaciones 시세 보기 View contract specifications 查看合约规则 查看合約規則 Veja especificações de contrato 商品仕様を見る Vea las especificaciones de contrato 상품 명세 보기 Listen to podcast 收听广播 收聽廣播 Ouça o podcast ポッドキャストを聴く Oiga el podcast 팟캐스트 보기 View presentation 查看 查看 Assista à apresentação プレゼンテーションを見る Vea la presentación 프리젠테이션 보기 Get started 开始 開始 Aprenda 今すぐ始める Comience a aprender 시작하기 View offerings 查看产品及服务 查看產品及服務 Veja ofertas 商品とサービスを表示する Vea las ofertas 제안 보기** View schedule 查看日程安排 查看日程安排 Veja programação 予定を見る Vea el programa 스케줄 보기*** Read white paper 阅读报告 閱讀報告 Leia relatório oficial 白書を読む Lea el libro blanco 백서 읽기 Read fact card 阅读事实卡 閱讀事實卡 Leia o cartão de dados パンフレットを読む lea la tarjeta de datos 팸플릿 읽기**** Download PDF 下载PDF文档 下載PDF文檔 Baixe o PDF PDFをダウンロードする Descargar PDF PDF다운로드 PDF herunterladen Items found on Research Articles English Simplified Chinese (CN-S) Traditional Chinese (CN-T) Portuguese (PT) Japanese (JA) Spanish (ES) Korean (KO) German (DE) View this article in PDF format. Leia este artigo em formato PDF. Ver este artículo en formato pdf. Diesen Artikel als PDF anzeigen. About the Author 关于作者 演说者简介 해설자 소개 Über den Autor Disclaimer Common Headings English Simplified Chinese (CN-S) Traditional Chinese (CN-T) Portuguese (PT) Japanese (JA) Spanish (ES) Korean (KO) German (DE) Resources 资源 資源 関連情報 참고 자료 View in: English 简体中文 (CN-S) 繁體中文 (CN-T) 日本語 (JA) 한국어 (KO) Português (PT) Español (ES) 语言: 語言: Ler em: 使用言語: Ver en: 언어: Key Features 主要特点 主要特點 Principais características 主な特長 Principales características 주요 특징 Key Benefits 主要优势 主要優勢 Principais benefícios 主なメリット Beneficios clave 주요 혜택 Contact Us 联系我们 联系我们 Entre em contato conosco: お問合せ先 Contáctenos: 연락처 In the News 相关新闻 相關新聞 É notícia 関連ニュース Recursos 뉴스 화제 Figure 1 图1 圖 1 Gráfico 1 図1 Figura 1 그림 1 Abb. 1 Getting Started 简介 簡介 Começando ご利用を始めるにあたって Primeros pasos 시작하기 Related Content 相关资料 相關內容 Conteúdo relacionado Contenido relacionado Forms English Simplified Chinese (CN-S) Traditional Chinese (CN-T) Portuguese (PT) Japanese (JA) Spanish (ES) Korean (KO) First Name 氏 氏 Primeiro nome 氏 Nombre 이름 Last Name 姓 姓 Sobrenome 姓 Apellido 성 Business email 电子邮箱 電子郵箱 Email corporativo 業務用メールアドレス Correo electrónico empresarial 이메일 Phone number 电话号码 電話號碼 Telefone 電話番号 Número telefónico 전화번호 Country 国家 國家 País 国 País 국가 Address 地址 地址 Endereço 住所 Domicilio 주소 City 城市 城市 Cidade 市町村 Ciudad 도시명 State 省 省 Estado 州・都道府県 Estado 주 Firm name 公司名称 公司名稱 Nome da empresa 会社名 Nombre de la empresa 회사명 Company Type 公司类型 公司類型 Atividade da empresa 会社の種類 Tipo de empresa 회사 유형 Job Function 工作职能 工作職能 Função 職務権限 Función del cargo 담당 업무 Comments/Specific Interest 评论/咨询 評論/諮詢 Comentários/Interesse específico コメント/質問 Comentarios/Interés específico 건의사항 또는 관심 사항 Submit 提交 提交 Enviar 送信 Enviar 제출 Regulator 监管者 監管者 Regulador レギュレータ Regulador 규제당국 Vendor 供应商 供應商 Fornecedor ベンダー Proveedor 벤더 Other 其他 其他 Outro その他 Otro 기타 Indicates required fields. 必填项 必填項 Indica campos obrigatórios 入力必須の項目です。 Indique los campos requeridos 필수 항목을 가리킴 Contact Us 联系我们 聯繫我們 Entre em contato conosco お問合せ先 Contáctenos 연락처 Must be valid email. 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[氏名]様ではない場合は、ここをクリックしてください。 Haga click aquí si éste no es usted 다른 사람이시면 여기를 클릭하십시오 Topic 主题 主題 Tópico トピック 주제 Select One 请选择一个 請選擇一項 Selecione um 一つ選択してください 하나를 선택하십시오 Register for future communications 注册日后接收通讯 登記日後收取通訊 Inscreva-se para contatos futuros 今後の通知を受け取るための登録 향후 커뮤니케이션을 위해 등록하십시오 Thank you for registering. ご登録いただき、ありがとうございます。
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Note: This content was provided by our Partner,  Elixiter, Inc. What are Media Queries? Media queries act as a trigger for a conditional portion of CSS (cascading style sheet). They have three main components: the media type, the text expression (condition), and the styles to display if the condition is met. Let’s break down the media query into its parts: Media Type The media type has four main options: all, print, screen, and speech. For email, you will be using the “screen” option to target specific devices. Condition Think of the condition as your “if” statement. For example, “if screen size is less than 480px, then display these styles.” Your condition can be based on multiple features such as: width, height, aspect-ratio, device-width, and color. For targeting devices, you will most often use width (max or min), device-width (max or min), and device-pixel-ratio (aspect ratio). Styles The styles that you place within your media query function the same as any styles outside your media query. However, these styles will only be applied if the condition of your media query is met. Why Use Media queries? With Marketo’s lack of support for regular conditional CSS statements, many of us are required to build fixed width emails, rather than a mobile-first approach. Media queries allow us to target mobile devices, so even though we are building for desktop, our emails still render nicely on mobile devices. The most common issue with mobile emails is horizontal scrolling; the email renders too widely to fit on our devices screen all at once. This can easily be remedied with the use of media queries by making the container of our email fit to 100% of the width of our screen. Now that our email fits nicely across the width of our screen, our text appears very small and difficult to read. Thankfully, with media queries we can target and increase the font sizes used throughout the email. A more advanced use of media queries allows us stack content, and even make some content appear or disappear depending on the device. For example, loading an animation on devices that will render it, while ignoring that animation for all other devices allows for the best degradation. Proceed with Caution As with most features in email and websites, media queries are not supported everywhere. The majority of mobile device’s default email clients will support media queries, while a number of webmail apps for the different operating systems lack support for the feature. It is important to know where your clients are opening your emails to know whether or not media queries are the best fit for your email design.
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This in-depth guide walks through the steps needed to set up a repeatable and measurable direct mail program in Marketo.
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Brought to you by Email Marketing Software by Marketo
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this is an example doc used in this post that shows how to create successful nurture programs Lead Nurture: Email Content (EXAMPLE) Drop Date: MM/DD/YYYY Reviewers: Final Approval: Overview Purpose: Audience: Hypothesis: Success Metric: Overall Messaging: General Information From Name Optimizely TEST From Email email@optimizelytest.com Reply Email email@optimizelytest.com Tracking Link ?utm_source=x&utm_medium=x&utm_campaign=x&utm_content=x http:// CTA link http:// Emails Email 1 subject_line preheader_text email_header_1 email_body_1 cta_text email_body_2 Email 2 subject_line preheader_text email_header_1 email_body_1 cta_text email_body_2 Email 3 subject_line preheader_text email_header_1 email_body_1 cta_text email_body_2 Email 4 subject_line preheader_text email_header_1 email_body_1 cta_text email_body_2
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ABM campaigns are about making one-on-one human connections despite the impersonal barriers of big business. If you want to cut through the noise, reach your champion and sway a whole organization you need to act outside of the inbox. Direct mail works and we’ll show you how it integrates with digital channels to make your ABM campaign connect. This guide shares best practices on why and how marketers should incorporate direct mail into their ABM strategies. It includes example campaigns and tips on when to send mail, how to personalize it and how to measure its effectiveness as part of a multi-channel ABM program.
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By: Dave Chaffey Posted: July 7, 2016 | Email Marketing I recently participated in a Marketo webinar on Key Email Trends European Marketers Need to Know (that really all marketers need to know). We left some time for questions, and we received plenty of interesting questions on email marketing—from basic to advanced. It was interesting to see how similar these questions were and the common themes that arose, despite the different topics we covered. Because we couldn’t address all the questions in the session, I’ll answer some of the most frequently asked questions in this blog. I’ve grouped them into the categories of evaluation, growing and profiling your list, segmentation and targeting, and email frequency: Email Marketing Evaluation Q: What responses should I be receiving for my emails? A: Although most marketers measure their email success with open and click-through rates, a practical tip is to combine these measures to look at the click-to-open rate (CTOR%). This shows you how effective your creatives and offers are for different types of campaigns. To evaluate your email marketing campaigns in a more realistic way and identify ways to improve them, I recommend breaking out your overall responses by: Type of email: Categorize your responses by the types of emails you send. For example, personalized, event triggered emails tend to perform better than untargeted newsletters or 3 rd party email advertising (sometimes known as a solus emails), which can make the average meaningless if you group them together. Lifecycle stage: Emails sent to recipients who are in an earlier stage of the customer lifecycle, like welcome emails, usually work better than emails to long-term subscribers, so you need to break these out accordingly. Segment: Your response will naturally vary by how it resonates with different audiences, so break out your response by the different audience types. Subscriber type: Determine how your responses vary by the subscriber type, such as between Gmail, Live Mail, and iCloud addresses and company addresses. This can help you identify delivery or rendering issues between each type. Evaluating your emails with these factors in mind will give you a much better idea of the engagement your email campaigns are getting and how you can optimize them (if your email provider supports it). Q: Given the increasing number of email clients that download images automatically, how important are open rates as a metric now? A: Email open rates have always been potentially misleading since some email clients may block or download images by default or some users will change their preferences to automatically download them. Today, Gmail and Apple Mail on iOS tend to download images by default, so this doesn’t necessarily suggest interest in your emails, but more so that a reader has clicked on the subject line. However, I believe that open rates are still relevant for comparing email effectiveness between recent email sends. Comparing open and click rates helps you measure the different types of email sends (outlined in the previous answer) to reveal which perform the best. Ultimately, what really matters is whether the emails you send are helping you reach your goals. For some marketers, one of the best measures of effectiveness is sales value generated per 1000 emails sent. How to Grow and Profile Your List Q: What are the best ways to encourage opt-in? A: I recommend brainstorming alternative techniques for capturing e-mail addresses. Map out all the opportunities available for capturing a buyer’s information between your different channels and audience segments (shown in the matrix below) and use this to generate new ideas. Take a look at what you and competitors are currently doing and then do a ‘gap analysis’ to select options you aren’t currently used Here are a few  examples you could start with:  Q: Should I be using pop-ups? A: Pop-ups are increasingly being used in many industry sectors, particularly retail, publishing, and travel. This is because, when well-defined and tested, they will almost always give you significantly more new contacts in your database. We discussed this in depth in the webinar, when I described how well they have worked for Smart Insights, increasing the conversion of visitors to leads by 35% on a site where we already use a range of prompts to encourage subscription. Q: What about the quality of the people from pop-ups? A: If you use pop-ups to boost your subscriber numbers, it’s inevitable that there may be some decline in quality—but from my experience, they are still very worthwhile. To maintain the quality, it’s important to be able to profile visitors efficiently. Also, follow best practices to be sensitive to the user experience and don’t display a pop-up too quickly. You can address this by adding a time delay or detecting exit intent (e.g. when movement of the mouse to the navigation bar suggests users are about to leave the page). Q: How much do I need to profile subscribers? A: There’s a balance between asking for too much profile information and thus reducing the number of new contacts added to your database and not asking for enough. Identify two or three ‘killer question’ profile fields to ask subscribers that are most important for enabling your business to send more relevant emails. For example, at Smart Insights, we ask about the subscriber’s role, sector, and the number of people in the marketing team and then tailor our welcome emails based on the responses. Q: How can I target better without asking too many questions? A: A good rule of thumb for this is to ‘watch, don’t ask’ or ‘sense and respond.’ Instead of asking interruptive questions, monitor your recipients’ clicks to better profile them and understand their needs. Then, trigger follow-up communications accordingly. Some examples include: Monitoring click-throughs to different types of content or offers within your emails. Recording which content or offers are browsed on your website and then adding them to the individual’s profile. Recording products or categories searched for and then following up with relevant information. Over time, you should continue to add details about your buyers to gain a better picture of them by asking additional questions or tracking their behavior. For a B2B organization, I recommend defining a common customer profile (CCP), which includes all the data you could potentially collect in addition to the data you already have on a subscriber. I worked with one B2B organization that had three levels of profile and separate goals for each: level 1–basic contact information, level 2–position, market sector, and application and level 3–detailed information about standards and preferences. Segmentation and Targeting In the webinar, we looked at results from different research studies which revealed that detailed segmentation and targeting for email is still surprisingly rare. We also did a poll which showed that around 40% of the hundreds of marketers that attended the webinar didn’t target their audience. So, we received some interesting questions about how to get started. Q: Where can I begin to improve email targeting? A: Ideally, you want to start your targeting with a quick-win technique that is simple, but achieves the best results. Some options you could consider include: Creating two (or more) alternative versions of your standard newsletter. For example, you could create different versions for larger or smaller businesses, staff in different sectors, or male or female subscribers. Changing your welcome email content to be relevant for different audience segments. Sending post-purchase emails to promote similar products or related products in different categories (cross-sell and upsell). You can send these variations by creating distinct rules in your marketing automation or email system. This is a relatively quick win, and while it is efficient, it may not scale to multiple content types. This is where I recommend ‘dynamic content’ insertion (which I’ll cover next). Q: How can I get started with dynamic content insertion? A: With dynamic content insertion, you can add different content to a single section or block within your emails. For example, many emails have a ‘hero’ section at the top email, which often have the biggest impact because they are seen first. Dynamic content insertion will enable you to tailor images and text in this block to appeal to different audiences.Once you roll this out, you can develop a dynamic content marketing model that gives better results. In the webinar, we looked at this personalized B2B email example in which a series of dynamic content blocks were displayed: Hero block content varied based on lifecycle stage (new subscriber vs. engaged subscriber vs. lapsed subscriber) Secondary block content tailored by product category interest Tertiary block content varied by discounts and offers relevant for the audience Frequency for Email Marketing Take a look at this data gathered from UK email marketers that shows a huge variation in the number of emails they send every month. Accordingly, if you send just one email a month to your subscribers, you might be under-mailing and missing out on opportunities. But, if you’re emailing your subscribers more than eight times a month, you’re probably sending too many emails and are in danger of being seen as a spammer. The next question will explore how to get the balance right. Q: What is the best frequency to send emails? A: This is one of those ‘it depends’ questions since email frequency depends on the industry, audience, and what you’re looking to achieve. In retail, it’s common to email more frequently to prompt sales—at least weekly; whereas, in many business sectors, this may be considered too much.Here are three techniques you can use to determine the ideal frequency for your business: Test varying frequencies for different groups. This method will only be practical for larger businesses since it’s far more involved than A/B testing a subject line. You can classify a control or ‘hold-out’ group which has the original frequency and then create different segments for varying frequencies. For one financial services company we worked with, we originally set the frequency to be monthly and then increased it to weekly and fortnightly. In this case, we found that the increased frequency resulted in more product sales without causing a big issue with engagement or unsubscribes. Vary frequency by individuals depending on activity. One of the biggest challenges of email marketing is inactive subscribers. For many businesses, a large proportion of their subscribers haven’t engaged with their emails in the last six months or even a year. While some would argue that you should still regularly email these subscribers to stay top-of-mind and increase the potential of sale, I would argue against this since you could be identified as a spammer, negatively impacting your email deliverability. Instead, if an email subscriber becomes inactive, you can try to win them back to start regularly engaging with you again, and then add them to a different email group that you mail less frequently, but hopefully, with more impact! Vary frequencies throughout time using automation. This is a more sophisticated approach where individual frequency is controlled by the rules in your prospect or nurturing campaign. The emails you send to your subscribers depends on where they are in the lifecycle (new or older subscriber) and their behavior as they interact with different products and offers across your channels. Using this approach, you can increase email frequency (and offer a personalized message) when a subscriber shows more intent or engagement with your product. As you can see, we received a lot of great email marketing questions during the webinar. I hope these insights help you assess your current methods, try new approaches, and improve your email marketing. If you have any other questions, please feel free to ask them in the comments below!
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By: Mike Telem Chances are you’ve already created many helpful blog posts, case studies, ebooks, and webinars in order to help educate your potential customers, so there is no need to convince you that content marketing works. But, one question remains: Are you maximizing their potential for lead generation across all of your channels? Today’s prospects independently research products and services before making a purchase, which creates numerous interaction touch-points. Now, organizations are starting to realize the importance of personalizing those touch-points and providing an engaging, valuable experience for each visitor. But realizing the importance is different than actually implementing a personalized experience. Let’s take a look at the 10 steps to help you build a successful personalization strategy: Step 1: Follow the 3 Ws of Personalization Think journalists are the only ones who live by Ws? Think again. Marketers have their own version—the 3 Ws to consider before launching a campaign: Who: Who are your key audiences, and what are the defining characteristics of your target audiences? Examine attributes such as geo-location, company size or industry, title/role, and the stage in the buyer’s journey. What: What are you personalizing? Determine which content assets are most valuable to your ideal persona, such as blog posts or case studies. Where: On which channel are you personalizing? (website, mobile, ads, etc.) Step 2: Choose Your Use Cases Wisely What goal are you trying to achieve with personalization? For example, you may be looking to generate new leads or nurture existing leads and further educate them.Start by choosing only two or three use cases that make the most sense or will have the most impact on your business. If you’re B2B, you can consider employing account-based marketing (ABM) to target specific companies, industries, or even personas that are “high-value.” However, for B2Cs, the focus can be on engaging consumers based on location, behavior, or past purchasing history or interactions with your brand. Step 3: Take a Closer Look at Your Use Cases After you’ve selected a few use cases to focus on, go one step further by detailing the specifics. For instance, for some companies this may entail listing account names or regions that are most valuable to your business. For others, you can zoom-in on a particular behavior or specific product interest. Step 4: Get Your Analytics in Place Before starting to run any campaigns, determine what you’re going to measure and how. To get started: Establish Analytics: This can help you understand how each key audience interacts with you. Set up your measurements to determine baseline metrics for the different verticals and audiences and start testing personalization campaign results to measure uplift. Create Segments: Track performance by checking how many visitors from each specific segment visit your website, how they behave on-site, and what type of content they prefer. Step 5: Repurpose, Repurpose, Repurpose Content marketing is the fuel that drives personalization success. Instead of creating tons of new customized content, make the most of existing assets by recreating particular sections, changing visuals, or modifying CTAs. The trick is tho repurpose what you have and tweak it to each particular segment.Once you’re equipped with all the assets, that’s where content recommendation engines (CRE), such as Marketo’s, step in. CREs identify all of the content you have, learn what works best for specific users, and then leverage this machine learning to predict and recommend the most relevant asset to each visitor. Step 6: Always Keep the Customer Journey in Mind In order to push prospects down the sales funnel, you’ll need to first map out your unique buyer’s journey. Based on your visitor’s stage, you’ll want to identify content that is the most relevant and suitable for that point. For example, with early stage buyers and prospects, hold off with case studies or gated content, and start with an asset that’s easier to consume, such as an infographic or blog post. Step 7: Use Web Nurturing to Draw Visitors Back You’re probably familiar with email nurturing, but what about web nurturing?Keep visitors coming back by serving personalized ads on social networks such as Facebook or LinkedIn or other websites they frequent via remarketing ads. Adding web and ad interactions to existing email nurture campaigns can increase the effectiveness of your programs, and as a result, drive up conversions and engagement. Step 8: Super Charge Your Ad Performance with Data It’s not just about serving ads to prospects across multiple platforms—it’s about retargeting them with the right ads.Tools such as Marketo’s Ad Bridge make this simple; you can “reel” visitors back to your site by suggesting new and extremely relevant content to them even when they’re visiting other sites. Personalized ads are the most effective way to show prospects that you know exactly what they’re looking for—and that you want to help them find it. Step 9: Don’t Forget to A/B Test Your Campaigns! You know the drill; without A/B testing, you’ll never know what works (and what doesn’t) in your personalization campaigns. So, what kind of metrics should you be examining up close? Ads: Check click-though and conversion rates for ad placements. Use offline event analytics. Web Engagement: Did the personalized CTAs and content drive engagement, and lead to more page views? Did you convert more anonymous prospects into qualified leads? Sales Feedback: Consult with sales on the quality of the leads specifically from personalization campaigns. Once you collect the data, use it to optimize and improve future campaigns. Step 10: Create Reports to Help Your Sales Team Personalization is an excellent way to push prospects down the funnel, but once they turn into leads, it’s a marketer’s responsibility to turn them over to sales. Use the same segmentation capabilities to provide your sales teams with real time sales intelligence about their target customersThe best way to do this is to create reports from your campaigns, such as: Key Organizations: Are certain companies showing more interest in your website? Key Leads and Accounts: Have you identified specific decision makers in certain sales territories? Product Interest and Behavior: What was this lead’s main interest and what drove him to your website? What was the context of his interest? Content personalization is essential in 2015 (and beyond). In fact, DemandGen Report found that leads who are nurtured with personalized content produce a 20% increase in sales opportunities. If you liked this post and are looking for a more in-depth tutorial on creating a winning real-time personalization strategy, download our recent ebook, 10 Steps for a Successful Personalized Web Engagement Strategy.
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Great infographic provided by our partner LookBook HQ Nick Edouard​
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this is an example doc used in [this post] that shows how to create successful nurture programs LNA: Install Snippet Email (EXAMPLE) Overview An email educating and encouraging new leads to install the snippet in the Optimizely product. Hypothesis By sending an email with a humorous subject line about installing the snippet, users will be more likely to open the email than if they are sent a serious subject line. Baseline Conversion Out of all leads that were delivered our "Snippet Install Email" (5,000), 35% of them opened the email (1750). Goal Increase create account conversion by 7% Baseline conversion = 4,900 leads per variation Audience New leads that created a self-serve Optimizely account Content Cadence: 1x week to new leads Notes
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