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@DTCWS DTCWS20 1 Generational Marketing, Targeting & Segmentation Rhonda Motil, J. Lohr Vineyards & Wines Jenny Yesilevskiy, Rodney Strong Vineyards Justin Noland, Wente Family Estates

Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Page 1: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

@DTCWS DTCWS201

Generational Marketing, Targeting & Segmentation

Rhonda Motil, J. Lohr Vineyards & Wines

Jenny Yesilevskiy, Rodney Strong Vineyards

Justin Noland, Wente Family Estates

Page 2: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Justin NolandDTC Marketing & Strategy

Wente Family Estates

Page 3: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Generational Marketing, Targeting & Segmentation

Page 4: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Generational Marketing, Targeting & Segmentation

4

Shift in Share of Population

Page 5: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Generational Marketing, Targeting & Segmentation

5

“Personal circumstance rather than our age

is a more revealing way to determine what

sort of consumer we might be.”

Joe FattoriniFields Morris & Verdin, The Wine Show

Page 6: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Page 7: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Generational Marketing, Targeting & Segmentation

7

So what do you do?

Page 8: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Generational Marketing, Targeting & Segmentation

Jenny Keller YesilevskiySocial Media Manager

Rodney Strong Estates

Social Segmentation: Connecting the

Right People to the Right Message

Page 9: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Segmentation:

Not Just a Buzz Word

Page 10: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Where Do

You Start?

Page 11: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Know Your Audience(and it’s not only about the wine)

Page 12: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Segmenting Audiences

12

TARGET

MARKET

Page 13: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Segmenting Audiences

13

TARGET

MARKET

MARITAL

STATUS

AGE

INCOME

GEOGRAPHY

EDUCATION

GENDER

Page 14: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Segmenting Audiences

14

TARGET

MARKET

MARITAL

STATUS

AGE

INCOME

GEOGRAPHY

EDUCATION

GENDER

CONSUMER

PURCHASE

JOURNEY

ACCESS TO

PRODUCT

INFORMATION

OCCASIONINTEREST /

LIFESTYLE

TRUSTED

AUTHORITIES

CONSUMPTION

Page 15: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Relevancy and Segmentation Online

15

• Research your consumers and build profiles

Page 16: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Relevancy and Segmentation Online

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• Research your consumers and build profiles

Page 17: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Relevancy and Segmentation Online

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• Research your consumers and build profiles

Page 18: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Building Your Audience… Be Broad!

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BASE:

Location:• United States

Age:• 25-38

Interests:• Wine

MODIFIERS

Interests:• Pinot Noir

• Chardonnay

Financial:• Household income in top 25%-50%

- AND MUST MATCH –

Interests:• Wine Clubs

Page 19: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Building Your Audience… Be Broad!

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BASE:

Location:• United States

Age:• 25-38

Interests:• Wine

MODIFIERS

Interests:• Pinot Noir

• Chardonnay

Financial:• Household income in top 25%-50%

- AND MUST MATCH –

Interests:• Wine Clubs Potential

Audience Size:

140,000

Page 20: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Building Your Audience… Or Targeted!

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MODIFIERS [AND MUST MATCH]

Interests:• California Wine Club

• Wine of the Month Club

Behaviors:• Frequent Travelers

• Visiting California Wine County

Relationship Status:• In a relationship

Page 21: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Building Your Audience… Or Targeted!

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MODIFIERS [AND MUST MATCH]

Interests:• California Wine Club

• Wine of the Month Club

Behaviors:• Frequent Travelers

• Visiting California Wine County

Relationship Status:• In a relationship

Potential

Audience Size:

34,000

Page 22: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Campaign Basics

Page 23: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Campaign Basics: Distribution

23

Page 24: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Campaign Basics: Destination Matters!

24

• Deliver what was promised

• Reinforce the message

• Be consistent with branding

Page 25: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Campaign Basics: Be Organized

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• Organize campaigns in a thoughtful way, structured

to output helpful data

• Take advantage of resources available to help during

setup

• Don’t guess:• What works? What doesn’t?

• Test (methodically)

• Adjust, and repeat

Page 26: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Campaign Basics: Other Key Factors to Remember

26

• You are not your consumer

• Be significant (provide content that

converts)

• Leverage research to help direct and craft

ads and content that will resonate

Page 27: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Data

Matters.

Page 28: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Harness Your Data

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• Creating unique segments and corresponding

campaigns is only one half of the equation

• Your results should help drive current and future

campaigns and decisions

• Start simple; use the tools available to you:

• Advertising platform stats

• Google analytics (website)

• Link tracking

• Campaign tracking builders

Page 29: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Gauging ROI

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• Metrics are only useful when you are considering the

correct ones

• Key metrics:• Website conversions

• Unique audience reach

• Impressions

• Event sign-ups

• Engagement

Page 30: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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From tackling tools designed to

segment to campaigns that

bridge the generation gap…

Page 31: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Generational Marketing, Targeting & Segmentation

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Rhonda MotilVice President, MarketingJ. Lohr Vineyards & Wines

Page 32: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Page 33: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

AGENDA

33

INFLUENCERSUtilizing influencers in segmentation

CAUSE-BASEDCause-based SKU and campaign segmentation

PRODUCT LAUNCHNew product launch segmentation

Page 34: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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INFLUENCERSUtilizing influencers in

segmentation

Page 35: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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WHY INFLUENCERS?

Reach New Audiences

Ability to Personalize Marketing

Brand Building for Core Pillars

Measurable

Support for Other Marketing Efforts

INFLUENCER CAMPAIGNS

Page 36: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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AUDIENCE

• Females, 30 – 40

• Strong sense of family

• Just beginning their wine journey

• Looking for quality but affordable

wines

• Sustainability has an impact on

their purchase decision

In-market campaign efforts worked in

tandem to promote Chardonnay &

Pinot Noir for enjoyment at springtime

family gatherings

J. LOHR SPRINGTIME CAMPAIGN OVERVIEW

Page 37: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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MOTHER'S DAYInfluencers & Giveaway

Leverage lifestyle influencers to

share a recipe, hosting tips or

anything else they learned

from their mother on

how to casually entertain

Influencers promoted the

J. Lohr Mother's Day Giveaway

via Instagram

INFLUENCERS – Springtime is J. Lohr Time Campaign

Page 38: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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INFLUENCERS – Springtime is J. Lohr Time Campaign

Page 39: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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J. LOHR SUMMER CAMPAIGN OVERVIEW

AUDIENCE

• Female, 30 - 50

• Aspirational wine travelers

• Interested in product origins

• Excited to try new recipes

• Consumption shortly after

purchase

In-market campaign efforts promoted

J. Lohr’s Monterey white wines

and capture the unique aspects of the

Monterey Bay area

Page 40: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

J. LOHR SUMMER CAMPAIGN

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CUSTOMER JOURNEY

Engage Target

Audience

Social Media

Advertisement

Wines Sent

for Review

Website Purchase

Store Locator

Deepen Customer

Recognition

Directed to

Landing Page

Customer

Recognition

Campaign Displays

in Stores

Restaurant Features

Page 41: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

J. LOHR SUMMER CAMPAIGN

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CUSTOMER JOURNEY

Engage Target

Audience

Directed to

Landing Page

Customer

Recognition

Page 42: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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INFLUENCERS – A Monterey Summer with J. Lohr Campaign

Page 43: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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CAUSE-BASEDCause-based segmentation

Page 44: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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The 2019 Touching Lives campaign marked the 11th year of J. Lohr’s partnership with the

National Breast Cancer Foundation, Inc. To date, J. Lohr has assisted in providing over 6,500

mammograms to women in need as well as offering support for additional NBCF initiatives,

such as the distribution of HOPE kits.

Non-traditional segmentation

CAUSE-BASED: Campaign Overview

Page 45: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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Wine Dinners

Social Media

CAUSE-BASED: Social Media & Events

Page 46: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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NBCF Hope Kit Packing PartyUtilizing events and social media to share

our story with our targeted audience

CAUSE-BASED: Social Media & Events

Page 47: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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NBCF Collaboration Events

CAUSE-BASED: Social Media & Events

Page 48: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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J. Lohr Touching Lives Campaign

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PRODUCT LAUNCHNew product launch – Category segmentation

Page 50: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

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• Red Blend Category- Hot Growth Category

- Who is the Consumer?

• J. Lohr Roots – Pillar on Place

PRODUCT LAUNCH: Overview

J. Lohr Pure Paso™Proprietary Red Wine

Page 51: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

PRODUCT LAUNCH

51

Media Strategy -

Somm Journal Article

Southwest Magazine Advertisement

Advertising

Page 52: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

PRODUCT LAUNCH: Social Media

52

Southwest Magazine Advertisement

INSTAGRAM

Engagements

783

Engagement Rate

23%

Reach

3,355

Impressions

4,358

Engagements

556

Engagement Rate

19%

Reach

2,863

Impressions

3,838

Page 53: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

PRODUCT LAUNCH: Social Media

53

Southwest Magazine Advertisement

Engagements

1,499

Engagement Rate

19%

Reach

7,730

Impressions

11,175

Engagements

708

Engagement Rate

12%

Reach

5,823

Impressions

7,193

FACEBOOK

Page 54: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

PRODUCT LAUNCH: Reviews and Ambassador Building

54

POINTS

EDITORS' CHOICEWine Enthusiast, Jan '20

93

POINTSTasting Panel, Nov '19

92

POINTS

DOUBLE GOLDSan Francisco International Wine Competition, Nov '19

97

Page 55: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

PRODUCT LAUNCH: Sales Success

55

Accolade Neckers

Case WrapPallet Wrap

Page 56: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

PRESENTATION TAKEAWAYS

56

• Think outside of the box

in segmentation

categories

• Link segmentation with

business goals / core

pillars and values

• Make segmentation

measurable

Page 57: Generational - The Direct Wine Marketing & Sales Summit · Generational Marketing, Targeting & Segmentation 5 “Personal circumstance rather than our age is a more revealing way

Generational Marketing, Targeting & Segmentation

57

Thank You

Rhonda Motil, J. Lohr Vineyards & Wines

Jenny Yesilevskiy, Rodney Strong Vineyards

Justin Noland, Wente Family Estates