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Drive Leads not Likes: How to Build an Integrated Social Referral Campaign March 26 th , 2013 Kristy Grayson, Deluxe Allison Dyer, Marketo Robin Bordoli, Marketo

Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

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Make your social marketing an integrated part of your demand generation campaigns. View the presentation slides from the Marketo and Deluxe webinar: "Driving Leads, Not Likes: How to Build an Integrated Social Referral Campaign” presented by Kristy Grayson, Director of Integrated Marketing at Deluxe and Allison Dyer, Social Marketing consultant at Marketo.

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Page 1: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

March 26th, 2013

Kristy Grayson, DeluxeAllison Dyer, MarketoRobin Bordoli, Marketo

Page 2: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Allison Dyer

Social Marketing Consultant, Marketo@dyerallison

Kristy Grayson

Director of Integrated Marketing, Deluxe@kristygrayson

Robin Bordoli

General Manager - Social Marketing Marketo@rbordoli

Page 3: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 3© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Quick Housekeeping

• Chat box is available if you have any questions

• There will be time for Q&A at the end

• We will be recording the webinar for future viewing

• All attendees will receive a copy of the slides

Page 4: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 4© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Why? How?

Social Marketing

Page 5: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 5© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Almost everyone is doing it

Harvard Business Review 3/2013 - Social Media: What Most Companies Don't Know

Page 6: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 6© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Peer to Peer more powerful than Company to Buyer

Page 7: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 7© 2012 Marketo, Inc. Marketo Proprietary and Confidential

B2B not far behind B2C

Yes76%

No22%

Don't know2%

Total

Yes79%

No20%

Don't know1%

B2C

Yes68%

No26%

Don't know6%

B2B

Source: The Chief Marketer 2012 Social marketing Survey polled 1,050 active marketing professionals at brands and agencies distributed across a range of industry verticals, including manufacturing, retail, financial, healthcare, travel, entertainment, publishing, advertising, database and nonprofit sectors, from August 7 to September 10, 2012.

Page 8: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 8© 2012 Marketo, Inc. Marketo Proprietary and Confidential

It’s never been easier

Page 9: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 9© 2012 Marketo, Inc. Marketo Proprietary and Confidential

✔ ✗

You can drive revenue, not just likes

Page 10: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 10© 2012 Marketo, Inc. Marketo Proprietary and Confidential

SocialMarketingManager

Social Marketing is no longer a silo

Page 11: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Allison Dyer

Social Marketing Consultant, Marketo@dyerallison

Kristy Grayson

Director of Integrated Marketing, Deluxe@kristygrayson

Page 12: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 12© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Deluxe: The Quick Facts

• Nearly 100 years in business• America’s best known check brand• 1/3 of our revenue now comes from outside our core

business• 6,200 financial institution clients and 4 million active

small business customers

Page 13: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 13© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Page 14: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 14© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

RECEIVE FREE

ADMISSION

GET IN

FREE

GET $20 GIFT

CARD

Get 50% OFF

Page 15: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 15© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

RECEIVE A

MONTH

FREERECEIVE

FREE ADMISSION

GET IN

FREE

EARN

$20

GET $20 GIFT

CARD

WIN A

TRIP!

Get 50% OFFWin 2

Ticket

s!

WIN AN

IPAD

Page 16: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 16© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Page 17: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 17© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Refer 3 Friends

and win an IPAD!

Page 18: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 18© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Refer 3 Friends

and win an IPAD!

Page 19: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 19© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Refer 3 Friends

and win an IPAD!

Page 20: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 20© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Refer 3 Friends

and win an IPAD!

Page 21: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 21© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Refer 3 Friends

and win an IPAD!

Page 22: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 22© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The What!

Refer 3 Friends

and win an IPAD!

Page 23: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 23© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The Why!

FACT: Businesses who share content across social networks has increased by 70% in 2013

FACT: On average, WOM recommendations result in 3 to 5X higher conversion rates than other channels

FACT: People trust advice from friends more than they trust brands“The basic idea here is that the best type of advertising is a message from a friend.”Source: Mark Zuckerberg

Word of Mouth: Comes with a 92% trust rate!Source: Nielsen Research 2012

Page 24: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 24© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The How!5 Easy Steps to Successful Referral Marketing

Page 25: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 25© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The How!5 Easy Steps to Successful Referral Marketing

1Create an Exciting

Offer

Page 26: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 26© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The How!5 Easy Steps to Successful Referral Marketing

1 2Create an Exciting

Offer

Promote the Offer

Page 27: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 27© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The How!5 Easy Steps to Successful Referral Marketing

1 2 3Create an Exciting

Offer

Promote the Offer

Keep it Simple

Page 28: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 28© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The How!5 Easy Steps to Successful Referral Marketing

1 2 3

4

Create an Exciting

Offer

Optimize

Promote the Offer

Keep it Simple

Page 29: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 29© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Referral Marketing – The How!5 Easy Steps to Successful Referral Marketing

1 2 3

4 5

Create an Exciting

Offer

Optimize

Promote the Offer

Keep it Simple

Measure

Success

Page 30: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 30© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Create an Exciting Offer1

Page 31: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 31© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Leverage Marketo

1 Select Referral Offer

Page 32: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 32© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Leverage Marketo

12

Select Referral Offer

Create Referral Offer with Marketo

Page 33: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 33© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Leverage Marketo

12

Select Referral Offer

Create Referral Offer with Marketo

3

LAUNCH Referral Offer!

Page 34: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 34© 2012 Marketo, Inc. Marketo Proprietary and Confidential

The Results!Deluxe Knowledge Exchange 2013 Event Referral Offer

• 23% increase in registrations• 120% increase in opened

emails• 500% increase in clicks on

event related Facebook posts• 8.6% increase in Twitter

followers• 635 Tweets throughout the

conference

Page 35: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 35© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Promote the Offer2

Page 36: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 36© 2012 Marketo, Inc. Marketo Proprietary and Confidential

The Results!

• 37% Response Rate• 25% Requested Meetings• 3% Valued at 200K Additional Revenue

Page 37: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 37© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Keep it Simple3

Page 38: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 38© 2012 Marketo, Inc. Marketo Proprietary and Confidential

How Marketo Automates the Referral Process

1. Referral Activate

d

2. Personal

Email Triggered

3. Automate

d Fulfillment

4. Participants

Share

5. Nurture Leads

6. Analyze

7. Remarket

Page 39: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 39© 2012 Marketo, Inc. Marketo Proprietary and Confidential

How Marketo Automates the Referral Process

Effective Personal Engagement

Creates Efficiency

1. Referral Activate

d

2. Personal

Email Triggered

3. Automate

d Fulfillment

4. Participants

Share

5. Nurture Leads

6. Analyze

7. Remarket

Page 40: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 40© 2012 Marketo, Inc. Marketo Proprietary and Confidential

How Marketo Automates the Referral Process

Effective Personal Engagement

Creates Efficiency

Discover your Influencers

Proving ROI

1. Referral Activate

d

2. Personal

Email Triggered

3. Automate

d Fulfillment

4. Participants

Share

5. Nurture Leads

6. Analyze

7. Remarket

Page 41: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 41© 2012 Marketo, Inc. Marketo Proprietary and Confidential

How Marketo Automates the Referral Process

Effective Personal Engagement

Creates Efficiency

Discover your Influencers

Proving ROI

1. Referral Activate

d

2. Personal

Email Triggered

3. Automate

d Fulfillment

4. Participants

Share

5. Nurture Leads

6. Analyze

7. Remarket

What was manual and time

consuming is now automated!

Page 42: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 42© 2012 Marketo, Inc. Marketo Proprietary and Confidential

• 25% Overall Share Rate• 1 M Social Reach• 32% Click-Back Rate

Optimize Carbonite Free Trial Referral Offer4

Page 43: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 43© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Measure SuccessTraffic, Interaction, Sharing, Conversions, Reach

5

Page 44: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 44© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Campaign Analytics –Social Participants

Page 45: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 45© 2012 Marketo, Inc. Marketo Proprietary and Confidential

Key Metrics for Marketers?

• Followers, fans, members, subscribers (to competition)• Tweets, comments, discussion threads• Blog posts• Reach• Sentiment• Sales team utilization• Deal velocity• Revenue tracked to social leads

Page 46: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Page 46© 2012 Marketo, Inc. Marketo Proprietary and Confidential

1 2 3

4 5

Create an Exciting

Offer

Optimize

Promote the Offer

Keep it Simple

Measure

Success

Keys to Success

Page 47: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

QUESTIONS?

Page 48: Drive Leads not Likes: How to Build an Integrated Social Referral Campaign

Thank You!