#CNX14 - Data for Designers

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#CNX14 Data for Designers Kristina Huffman, Creative, ETMC @krudz Schuyler Wareham, Data Analytics, ETMC

description

Learn how designers can take an analytical approach to designing emails and use data to make smart decisions for the end user. We'll dive deep into how email opens on mobile devices have (and haven't) affected click patterns, why email market share is so important, and deliver tactics to help you deliver more strategically designed emails to your subscribers.

Transcript of #CNX14 - Data for Designers

Page 1: #CNX14 - Data for Designers

#CNX14

Data for Designers

Kristina Huffman, Creative, ETMC @krudz

Schuyler Wareham, Data Analytics, ETMC

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Safe Harbor StatementSafe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such

uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from

the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact

could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues,

or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief,

any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our

services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new

functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in

our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of

any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate,

our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new

releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and

utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of

salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form

10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC

Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently

available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions

based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these

forward-looking statements.

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“…research is finally getting into the creative…”

Sarah Hofstetter, CEO of digital marketing agency 360i

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“…cater to behavior instead of a stereotype…”

Sarah Hofstetter, CEO of digital marketing agency 360i

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But I do email!

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TechnicalSQL, Python, “Big Data,” etc.

DomainExpertise

Digital Marketing Strategy, Creative (Email) Design,

Whale Breeding

StatisticalAnalyzing /understanding data;

“Maths” and stuff

Data Science!

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Analytics Sophistication Spectrum

GeniusesEinsteinScooby Doo

Statistical ModelingRegressionDecision TreesCluster Segmentation

Multi-variant comparisonOpen-click-conversion by deviceClick-to-open rate by platform

Mid-SophisticationClicks by platformConversionsLength of openOpens by platform

Foundational Deliverability RateLinks ClickedOpen RateEmails Sent

Move up the

ladder one

rung at a

time!

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Everyone has a mobile phone.

They’re using it to check email.

We know how to design for it.

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Mobile Performance?! (v1)

80

70

60

50

40

30

20

10

0

72.6

52

27.4

48

71.4 71.4

28.6 28.6

OP

EN

S

OP

EN

S

OP

EN

S

OP

EN

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

A: NON-RESPONSIVE

MOBILE DESKTOP MOBILE DESKTOP

B: RESPONSIVE

Gap b/t Mobile Open and Click rates

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Mobile Performance?! (v2)

Mobile Desktop iPad0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%

3.6%

6.5%

3.7%

Non-Responsive

Mobile Desktop iPad0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%

8.5%7.7%

5.8%

Responsive

Click-to-Open (CTO) by Platform

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Track: Email Marketing

#CNX14

1. Identifying Data

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QuantitativeNumbers

QualitativeNon-numerical

20% click-through Social network sentiment

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QuantitativeNumbers

QualitativeNon-numerical

1. Tracking data2. Market share

data

1. Listening data2. Usability data

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1. Quantitative: tracking data

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Does email length affect overall click-through rate?

22% more clicks.

Yes!

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Does device used to open affect where people click?

Yes!

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Desktop Android iPad iPhone

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Desktop Android iPad iPhone

Desktop Android iPad iPhone

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Does length affect revenue?

Yes!

2X

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Does length affect revenue? Yes!

2X*Individual results

may vary

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What’s more…Mobile improvements expose Desktop • Mobile improvements expose Desktop flaws – you get 8 seconds

• Responsive forces content decisions, imposes focus• Where none exists, performance suffers

Aug '13 Sept '13 Oct '13 Nov '13 Dec '13 Jan '14 Feb '14 Mar '14 Apr '14 May '14 June '14 July '14 Aug '14

-60%

-50%

-40%

-30%

-20%

-10%

0%

10%

20%

30%

-45%

-36% -37%-31%

-6%-2%

1% 0%

19%25% 23%

15%10%

-43%-46% -47%

-42%

-32% -30% -30%-25% -25% -24%

-20% -22% -24%

MobileDesktopiPad

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QuantitativeNumbers

QualitativeNon-numerical

1. Tracking data2. Market share

data

1. Listening data2. Usability data

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2. Quantitative: market share data

1. Apple iPhone

2. Gmail

3. Outlook

4. Apple iPad

5. Apple Mail

6. Google Android

7. Outlook.com

8. Yahoo! Mail

9. Windows Live Mail

10.Thunderbird

Design: Full responsive support = mobile view. Retina = double image sizes

Code: Apple blue links over dates, phone numbers

Design: Design a Grid View graphicCode: it’s picky: validate. Use preheader text

Design: Consider preview panesCode: Fallbacks! void margin, background images, use alt text,

Design: Design for a touch interface

Design: Design responsive w/ mobile-aware fallback, high res images, use live text, consider viewport Code: Code with alt text, bgcolors, buttons on left side

Code: Yahoo paragraph fix

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QuantitativeNumbers

QualitativeNon-numerical

1. Tracking data2. Market share

data

1. Listening data2. Usability data

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3. Qualitative: listening

Listen to the voice of the customer

• Call Center feedback• Survey/Feedback forms• Searching Social Networks

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QuantitativeNumbers

QualitativeNon-numerical

1. Tracking data2. Market share

data

1. Listening data2. Usability data

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4a. Qualitative: Self-Reported

1. Self-ReportedHave someone document their interactions with a brand in a Diary Study.

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4b. Qualitative: Observational

2. Observational Observe someone using your email.

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4c. Qualitative: Tracked

3. TrackedDo a formal usability study by using a controlled setting to track accuracy and timing of task completion, sentiment.

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Track: Email Marketing

#CNX14

2. Using Data

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Tell a story

Prioritize effort

Get buy-in on decisions

1

3

4

Inform design decisions2

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1. Tell a story with data

Highlighting a path through the data can build a story

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1. Tell a story with data

Character Conflict/tension Climax Resolution

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80

70

60

50

40

30

20

10

0

Responsive design reduces barrier to click

72.6

52

27.4

48

71.4 71.4

28.6 28.6

OP

EN

S

OP

EN

S

OP

EN

S

OP

EN

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

A: NON-RESPONSIVE

MOBILE DESKTOP MOBILE DESKTOP

B: RESPONSIVE

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Introduce Characters

A: NON-RESPONSIVE B: RESPONSIVE

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80

70

60

50

40

30

20

10

0

72.6

52

27.4

48

Per

cent

of t

otal

clic

ks/o

pens

OP

EN

S

OP

EN

S

CL

ICK

S

CL

ICK

S

A: NON-RESPONSIVE

MOBILE DESKTOP

Introduce Tension or Conflict

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80

70

60

50

40

30

20

10

0

72.6

52

27.4

48

Per

cent

of t

otal

clic

ks/o

pens

OP

EN

S

OP

EN

S

CL

ICK

S

CL

ICK

S

A: NON-RESPONSIVE

MOBILE DESKTOP

Introduce Tension or Conflict

Two-thirds of opens are

mobile, but only half of clicks.

Huge barrier to click!

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80

70

60

50

40

30

20

10

0

72.6

52

27.4

48

Per

cent

of t

otal

clic

ks/o

pens

71.4 71.4

28.6 28.6

OP

EN

S

OP

EN

S

OP

EN

S

OP

EN

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

A: NON-RESPONSIVE

MOBILE DESKTOP MOBILE DESKTOP

B: RESPONSIVE

Story Climax

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80

70

60

50

40

30

20

10

0

72.6

52

27.4

48

Per

cent

of t

otal

clic

ks/o

pens

71.4 71.4

28.6 28.6

OP

EN

S

OP

EN

S

OP

EN

S

OP

EN

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

CL

ICK

S

A: NON-RESPONSIVE

MOBILE DESKTOP MOBILE DESKTOP

Two-thirds of opens and

clicks are coming from

mobile.

NO barrier to click!

B: RESPONSIVE

Resolution: What does this mean?

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Tell a story

Prioritize effort

Get buy-in on decisions

1

3

4

Inform design decisions2

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NetflixGoogle Don Draper

2. Inform decisions: Data-to-gut continuum

DATA GUT

Optimization:What works best in the current model?

Design innovation:What is the best possible model?

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Tell a story

Prioritize effort

Get buy-in on decisions

1

3

4

Inform design decisions2

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3a. Use data to get buy-in

Walk through your Creative with a Data-driven approach

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3b. Use data to get buy-in

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Tell a story

Prioritize effort

Get buy-in on decisions

1

3

4

Inform design decisions2

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4. Prioritize effort

Email body Email bodyVs.

Same CTR

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Track: Email Marketing

#CNX14

Lessons Learned

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Email adapts to devices, people

Change occurs over time

Mobile must stand alone

1

2

3

New subscribers are unbiased4

Mind the Funnel5

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1. Change occurs over time

Barrier to click: the percentage point gap between mobile open and mobile click rates

Desktop-centric Responsive Phase 1ResponsiveHeader/Footer

Responsive Phase 2 Responsive Phase 3

Sept '13 Nov '13 Jan '14 April '14 Aug '140.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

10.7% 11.1%

8.1%7.0%

4.3%

Trend line shows reduction in barrier to click over time

Goal = 0

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2. Mobile experience has to stand alone

Many users experience your email and site on mobile only.

30 daily retail emails 1+million dataset

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3. A rising tide doesn’t lift all campaigns

Abandoned shopping cart Welcome trigger

Weekly PromoRate & ReviewNewsletter

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4. Test with new subscribers

They can learn new tricks

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5. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

Focus on what you can affect at each stage.

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

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3. Mind the funnel

Delivered: 99.2%

Opened: 15%

Clicked: 3.6%

Converted: .5%

Focus on what you can affect at each stage.

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Email adapts to devices, people

Change occurs over time

Mobile must stand alone

1

2

3

New subscribers are unbiased4

Mind the Funnel5

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Data + Design =

Own it. Seek it. Use it. Learn from it.

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Track: Email Marketing

#CNX14

Take the after-session survey!

Take the Survey in the Connections 2014 Mobile App

Join the Conversation!

#CNX14

Starbucks

Gift Card

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Track: Email Marketing

#CNX14

Questions?

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CUSTOMER JOURNEY SHOWCASE

MARKETING THOUGHT LEADERS

EMAIL MARKETING PRODUCT STRATEGY& ROADMAP

PERSONAL TRANSFORMATION

& GROWTH

SOCIAL MARKETING MOBILE & WEB MARKETING

DEVELOPERS HANDS-ON TRAINING

INDUSTRY TRENDSETTERS

CREATIVITY & INNOVATION

SALESFORCE FOR MARKETERS

ROUNDTABLES

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