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Market Domination Master ProcessYour comprehensive guide to creating a database validation process
This process was created to validate the data in your existing database.
The base of your company’s success comes
from having a good quality recipient list;
it’s the core element.
Your database allows you to build the communication with your
current customers and start communication with your potential
customers. This kind of personalised communication can be the
result of a new buyer or a rebuy.
2 // Engage
This automated process will benefit your business for the following reasons:
In this process we do not only want to collect information from the
recipients. We want to give them a reason to provide us with more
personal or business information. To do this, we need to give them a
value in return for their information.
In this particular automated process, the value is a complimentary
voucher. This can be used to purchase something they have shown
interest in. On a psychological level, they will feel the need to give their
information away in return for a voucher.
You can replace the voucher in this process to anything else which you
think provides your recipients with a real value.
Validate the existing data in your current database
Obtain more data from your existing database
Follow up your primer bait processes to do the following
To wake up your existing database and push them to make a conversion.
1
2
3
4
A Gain more information from them.
B 2. Push the recipients which signed up to make conversion.
When they originally signed up, they probably only gave you their email address -
this is your chance to gain more information
3 // Engage
Below is a step-by-step guide describing all of the elements you need in order to implement this process into your
automation software.
4 // Engage
Strategy Overview
This is the process in its entirety. The following pages will describe
each section in more depth so keep reading.
5 // Engage
COUPON DETAILS
Prime Coupon
Unique coupon code format. Fe.: “VC”+random(8)
Name of the coupon goes here
Number of the coupon. Fe.: what to use in the ecommerce store
Discount percentage goes here...
Discount amount goes here...
Coupon description 1 goes here...
Coupon description 2 goes here
COUPON DETAILS
Terms & Conditions
Terms and conditions
6 // Engage
COMMUNICATION ELEMENT
EMAIL DV I/1
This is the first email to send out to your existing database. This will go to
those whose data has not been validated. This email can only be sent to
the existing database, as it’s the only data available on the landing page
we use.
In your automation tool, segment your database sending this email only
to those who have not validated their data. You will use this process later
on in an automated way. As soon as anyone signs up to any of your baits,
you can start this process to gain more information and/or to push the
recipient closer to a conversion.
Create two new segments in your automation tool to track the
movements of your customers. Build segments which allow you to see
the following:
> If someone opens the e-mail
> If someone clicks on the link in the next landing page
Segmenting the data like this allows you to follow if one of these people
makes a conversion because of this process.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
7 // Engage
COMMUNICATION ELEMENT
EMAIL DV I/2
This is the second email which you send out to your targeted database.
This will only be sent out to those who did not open the first email or
click on the link in email.
Create two new segments in your automation tool to separate those
who ‘did not open the email’ to those who ‘did not click on the link.’
> Register a separated segment if someone opens the email
> Register a separated segment if someone clicks on the link in
the next landing page
Make a mark in the database to follow if one of these people makes a
conversion because of this process.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Sendout Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
8 // Engage
COMMUNICATION ELEMENT
EMAIL DV I/3
This is the last email in the first section of this process. This is the last
chance you have to encourage those in your existing database to step
into your process.
Again, create two new segments in your automation tool to separate
those who ‘did not open the email’ to those who ‘did not click on the link.’
> Register a separated segment if someone opens the email
> Register a separated segment if someone clicks on the link in
the next landing page
Make a mark in the database to follow if one of these people makes a
conversion because of this process.
If you have any other processes which logically connect here, you can tie
the processes together.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
9 // Engage
LANDING PAGE
LP-DV I/1
This page is where you can find the modification form and where we
show a preview of the voucher, as well as asking the recipient to modify
their details. This way, we ask them to verify the details on their voucher,
rather than just asking them to complete a long form.
To achieve this you need a recipient defined landing page within your
automated software. This is a landing page which is connected to a
certain recipient; this automated function will recognise the visitor
landing on the page and display their details. The fields in the form
displayed will be pre typed with the details we already have. The more
details we have, the better the voucher will look.
1. Set up a recipient defined landing page in your automated software. It
must recognise which recipient is on the page. To be able to show individual
client information we have to create merge tags. This way the landing page
can be personalised to every single visitor.
2. Set the common details in your database to build your merge tags.
3. Create dynamic content on the page using your developed merge tags.
4. Insert the modification form for the current client.
5. Design the overall look of this page.
Visits on these pages are very important, not only have they provided
their information, but you are able to recognise who visited. Create
a new segment in your automation platform for those recipients who
visited.
FOOTER
Page title
slogan/motto
Subtitle
First Chapter
Second Chapter
Below Coupon Content
Any URL CTA you want to use
MERGE TAG
MERGE TAG
HARD CODED
HARD CODED
MERGE TAG
MERGE TAG
MERGE TAG
MERGE TAG
MERGE TAG
LOGO
extra URLs
10 // Engage
MODIFICATION FORM
FORM DV I/2
This is the actual data collector; the validating form. You are collecting
data not only to refresh your database, but to create a benefit for the
recipient. We want to give them a complimentary voucher, something
which provides them with a real value, something they can benefit from.
Therefore when the recipient reaches the validating form, they are
finalising their own voucher rather than just providing us with details.
At this stage in the process we have reached the first conversion
point. Here we have improved your conversion rate from a few simple
elements. To create the modification form, set up the following in your
automation tool:
1. A modification form which is dedicated to the individual visitor of the
landing page.
2. Fill in the known data of the recipient in the form
3. Design this form to look like a voucher
4. Set up the links on this page directing the recipient to the thank you page
once the form is completed.
5. Set the connection to any other database where you might need to
register the fact they have completed the data validation
6. Create a different segment to list these recipients.
This form has to contain all of the possible voucher details, such as;
expiry date, name of the voucher, discount, etc. This way, we can use the
same process to serve different segments. This is a critical point in the
process, and it will save you a lot of time later.
Parallel with the actions above, you need to generate a username and
a password for the recipient. You will need these features later at the
voucher downloading part of the process.
Form title
Form heading
Label for Input
Input field (e.g. email, name etc)
Submit button
Text below submit button
RE
PE
AT
11 // Engage
COMMUNICATION ELEMENT
EMAIL DV II/1
This email will be delivered to the recipients who visited the landing
page, but did not complete the modification form. In this email we want
to push the recipient to go back and fill in the form. You need to highlight
the value they are receiving by filling it in. Inform them that they have
not yet generated their voucher.
Create two new segments to separate the recipients into the following
groups;
> Those who visited the landing page
> Those who did not fill in the modification form
If someone opens the e-mail add them into a separate segment. We
won’t use this information at this stage of the process, but it can be
useful later on.
If someone clicks on the link in the next landing page, create a new
segment and add them. Increase the number visiting the landing
page field by 1. Make a mark in the database to follow if one of these
recipients makes a conversion from this stage in the process. FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
12 // Engage
LANDING PAGE
LP-DV I/2
This is the page where the recipient lands after filling in the modification
form. Here you have the chance to say thank you, as well as explain the
process of how the voucher can be downloaded.
At this stage we want to ensure the provided data is correct. You need
to check they have a valid email address and a valid phone number. To do
this we use a combined process to check the details, before the voucher
can be downloaded.
Firstly we send out an SMS containing a username and password. We
then we send out an email containing a link. When the link is clicked
on, the recipients needs to apply their log-ins. They are then able to
download their voucher. This way the only recipients, who can download
the coupon, are the ones which provided a valid phone number and valid
email address.
Use this thank you page to explain all of this.
To set up this stage in the process, create the following in your
automation tool;
1. Create another recipient defined landing page. At this stage in the
process we have all of the required data which we wanted to collect.
Therefore we now have the chance to use this to personalise this page.
2. Create dynamic content on the page using your predefined and collected
merge tags.
3. Create the all design elements for this page.
4. Set this landing page to work as a trigger. This trigger point will then start
the rest of the process.
Create a new segment to add the receipts that landed on this landing
page.
13 // Engage
COMMUNICATION ELEMENT
SMS DV I/1
This is the text message which contains the password. This goes out
immediately after filling in the modification voucher form.
Here you have to connect an SMS provider to your automation tool.
This then enables you to use this feature to link in your merge tags, for
example; password, first name, etc into the text message.
14 // Engage
COMMUNICATION ELEMENT
EMAIL DV III/1
This email is delivered to the recipients that filled in the modification
form. This communication element contains the link where the recipient
can log in with the password they received via SMS (SMS DV I/1).
This mail has to be sent out immediately after someone filled in the
modification form.
Target this email to go out to the “ordered the voucher” and the “did not
download the voucher” segments.
If someone opens this email, add them to a separate segment. We will
not use this information at this stage in the process, but it may be useful
later on.
If someone clicks on the link in the landing page, you will be notified that
the recipient has downloaded the voucher. Create another segment for
this trigger point. This trigger point starts the next stage in the process.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
15 // Engage
COMMUNICATION ELEMENT
EMAIL DV III/2
After the previous two communication elements, you will have some
people who stayed in the process, but did not download the voucher.
This could be for a number of reasons, for example they might not be
interested in going further, or maybe they didn’t receive any of your
previous communication elements (for example, the email might of
landed in the spam folder, or maybe they mistyped their phone number).
Following the original concept, the recipient should not receive the
voucher, however here you can change your previous decision. These
people reached the first conversion point, we received the information
we wanted. If we leave them in this segment, we will miss out on the next
conversion - sales conversion.
If you want to push them further, you can send out this email with all
of the login details, encouraging these recipients to go further into the
process.Target this email to go out to the “ordered the voucher” and the
“did not download the voucher” segments.
If someone opens this e-mail add them into a separated segment. This is
an important indication as it shows you how serious the recipient is.
If someone clicks on the link in the next landing page, you know the
recipient downloaded the voucher. This is another trigger point for you
to begin the next stage in the process.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
16 // Engage
LANDING PAGE
LP-DV II/1
This page is where the recipient can see and download their voucher.
This page doesn’t provide you with any beneficial information; however
it is important to satisfy the recipient with this page, this is their first
conversion point.
The idea of this page is to satisfy the customer with the value you have
created for them.
To set up this page, you need to complete the following steps in your
automation tool;
1. Create a client related landing page
2. Create a section in the landing page to hold the coupon
3. Create the current, personalised coupon by using merge tags. You must
understand, the coupon is only a record in your database. Using this data, it
allows you to visualise it to your client.
4. Create JavaScript code to make the voucher printable.FOOTER
Page title
slogan/motto
Subtitle
First Chapter
Second Chapter
Below Coupon Content
Any URL CTA you want to use
MERGE TAG
MERGE TAG
HARD CODED
HARD CODED
MERGE TAG
MERGE TAG
MERGE TAG
MERGE TAG
MERGE TAG
LOGO
extra URLs
17 // Engage
COMMUNICATION ELEMENT
EMAIL DV IV/1
This email is the first step in the last stage of the process. At this stage
you have achieved your first goal and so has the recipient. In this series
of follow up emails you want to convert the recipient from being a
voucher holder to a customer. You want to remind and convince them
to use their voucher, especially in the first email. Explain how easy the
voucher is to use and how they can benefit from it.
This email goes out immediately after the recipient downloaded their
voucher. Send this email to those recipients in the “downloaded the
voucher” and “did not make a sales conversion” segments.
To complete this stage of the process, in your automation tool you need
to do the following:
1. Create a relative sending schedule. This tracks the time the voucher was
downloaded by the recipient, and sends out the follow up email a certain
amount of time after. How long after the email goes out us up to you, we
suggest no longer than an hour.
2. Track the opening of this email
3. Track if someone visits the sales conversion landing page and makes a
conversion. FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
18 // Engage
COMMUNICATION ELEMENT
EMAIL DV IV/2
This is your second attempt to try and convert the coupon holder to
become a client. This email will be delivered 10 days after the voucher
was downloaded by the recipient.
Here you remind them of the benefits of being one of your clients.
Send this email to those in the “downloaded the voucher” and the “did
not make a sales conversion” segments.
Here you need to create another relative sending schedule. This time
you need to schedule the email to go out 10 days after the voucher was
downloaded.
Track the recipients who open this email, and those who visit the sales
conversion landing page.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
19 // Engage
COMMUNICATION ELEMENT
EMAIL DV IV/3
This is the last element in the sales conversion series. This will be sent
out 5 days before the voucher expires. Here we emphasise that they will
miss out if they do not act soon.
Send this email to those in the “downloaded the voucher” and the “did
not make a sales conversion” segment.
Create a final relative sending schedule, and send the email out 5 days
before the voucher expires.
Track the recipients who open this email, and those who visit the sales
conversion landing page.
FOOTER
HEADER
CALL TO ACTION
First paragraph of the email
Timing
Subject line
Name of Sender
Email of Sender
Title of the email
Second paragraph of the email
Third paragraph of the email
Below call-to-action content
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
HARD CODED
20 // Engage
LANDING PAGE
LP-DV III/1 - SALES CONVERSION
This is the most important page of the process. This holds all of the
elements you need to get a sales conversion.
Here you need to figure out the exact conversion. Create a form for
this landing page and connect it to your database which you can use for
registering a sale.
This page is a classic sales page - sales letter. Remind them of the benefit
and your USP to push a sale.
To set up this page in the process you need to do the following;
1. Create a landing page connected to the actual client.
2. Create a placeholder to make it possible to fit a form, which belongs to an
other database
3. Design the page to be a classic sales page
FOOTER
Page title
slogan/motto
Subtitle
First Chapter
Second Chapter
Below Coupon Content
Any URL CTA you want to use
MERGE TAG
MERGE TAG
HARD CODED
HARD CODED
MERGE TAG
MERGE TAG
MERGE TAG
MERGE TAG
MERGE TAG
LOGO
extra URLs
21 // Engage
MODIFICATION FORM
FORM DV II/2 - ORDER FORM
This form is the border between your bait and the sales process. By
filling in this form the recipient will follow the steps in the process
resulting in a sale. As we already have their personal data, you need to fill
these fields in, in advance. This saves hassle from the recipient having to
re-type all of their data.
Putting the data into fields will create the connection between your
current bait process and your ordering process.
To create this ordering form in your marketing automation tool, you
need to do the following;
1. Create an ordering and connect this to your sales database
2. Connect this form to your current database using the merge tags on the
landing page as values of the fields in this order form.
3. Add the buyer into a separate segment, both in the order database, and in
this data validation database.
4. Register the purchase in the entire database.
You can then top this current process using segmentation.
Generate a report from this process.
Form title
Form heading
Label for Input
Input field (e.g. email, name etc)
Submit button
Text below submit button
RE
PE
AT
22 // Engage
If there are any elements in this process you do not understand, do not hesitate to
contact us on
0800 131 0707
One of our experts will be happy to explain it to you.
23 // Engage