Five Steps to Building a Preference Center

Thursday, June 24, 2010 by Marco Marini
Your business needs the highest possible email deliverability rate in order to maximize your email marketing ROI. And there are many steps you can take to incrementally improve that deliverability rate, including adding an email preference center to your website. That’s where you establish the foundations of the relationship between your email marketing program and your subscriber, to ensure you’re delivering the most relevant emails possible, thereby meeting their expectations.

But how do you build a preference center that will do what you need it to do, primarily improve your communications with your subscribers so your email marketing is more relevant? How do you know what to offer as choices and what kind of information to ask for?

Below are 5 steps to building a preference center that will give you the information you need, and your subscribers the relevance they want.

Step One: Determine what information to collect
There are two reasons for offering a preference center: to improve your ability as a marketer, and to improve your subscriber’s experience as a recipient. Before you start building your preference center, make sure you are clear on why you are building it, and what information you hope to gain from it…always staying focused on how that information will help you do a better job of serving your customer or subscriber. What segmentation ability do you want and how granular should it be? Also keep in mind what your staff is capable of doing. Review your technology and staffing to determine what is possible as far as dynamic content, existing preference center limitations, etc.

Step Two: Spell it out
Tell them why you are asking for the information in the first place. When offering more than one newsletter or email type to subscribe to, be detailed in explaining what they will get and how often and allow them to sign up only for the newsletters and/or emails they choose.

Step Three: Give them some choices
A little choice can go a long way toward making subscribers feel heard! Even standard choices like these can make people feel like they have some say in how you will communicate with them:

• How they want it: html, text or mobile
• How often they want it: daily, weekly or monthly

Depending on your staff’s capability, time and resources, you can offer as many choices as makes sense (per Step One). Maybe they subscribe only to one of your newsletters, or maybe they only want to get emails about promotions. Or let them segment themselves geographically, or by gender, or age, or interest. Whatever you’re capable of doing plus whatever makes sense for your program equals the choices to offer.

Step Four: Make sure you’re asking for subscriber-centric information
Don’t view your preference center as a way to gather massive amounts of self-serving data about your customers. Ideally the data you collect serves you both: you as the marketer so you can be more targeted, and them as the subscribers so they can get what they want.  If data like gender, income or age helps you with your demographics but doesn’t affect your email program segmentation, don’t ask for it.  But if certain information helps you do a better job at delivering relevant content, do ask.  You might need a ZIP code to segment geographically, for example. If you publish a parenting email newsletter, you’ll want to know how old the kids are. Or maybe you ask about their interests, if that ties into how you segment your content.

The options offered via your preference center will differ depending on whether you’re a B2B or B2C marketer, too.  Asking for a job title makes perfect sense for a B2B preference center, but no sense at all for a B2C one.

Step Five: Make sure it works
After building, test it from the user’s perspective and pay attention to what happens after it goes live. Does your sign-up rate go down? You might be asking for too much information. Scale back and see what happens. Does your unsubscribe rate go down? Congratulations, you’re doing a better job of meeting your subscribers’ expectations!

Email marketing doesn’t work unless it’s delivered. Give your subscribers some control over how and when they hear from you, and you’ll do a better job of keeping them happy, which in turn will keep your unsubscribe rate and spam complaints down.  Ultimately, what you prefer is a great email marketing ROI, right?

- Marco Marini
CEO
ClickMail Marketing

Is Email Video Ready for Prime Time Viewing? Or Still Just a Pilot Program?

Tuesday, September 22, 2009 by Marco Marini

 

Video in email. Not a week goes by without a webinar, blog or email newsletter mentioning the topic. But is video in email the real deal? Or is it still too early to start whipping out the camcorders and hiring scriptwriters?

To get a better handle on the topic, I turned to ClickMail Marketing's CTO, Cameron Kane, for some insight. Cameron is paying close attention to the video vibe and was deploying video for clients way before the hype. But whether or not video is ready for prime time is the topic I asked him to speak upon.

First off, Cameron says you need to be clear on your motivation. Video can be a good tool to engage prospects or re-engage existing customers. But make sure you'll use it that way. Ask yourself, "Will this really help me engage the customer or am I doing this because it's the next shiny new thing?"

Next, Cameron cautions being aware of the different ways to deliver video. Which method you choose depends in part on your audience and in part on how much success you want.

  1. As a static image that clicks through to video on a landing page – This is an image with a Play arrow on it indicating it will start a video. The video starts playing upon the click through.
  2. As an animated .gif that plays in the email – Cameron says this is a good way to go if you can get the point of your short video across without sound. "It should be used as more of a lure than the full-blown video," he says. But it will not play if images are suppressed. And it only shows the first frame in Microsoft Outlook 2007, so when you're creating it, you must make your first frame a static image with an arrow (as above) so the user can click through. For this reason, it's a bad choice if you're a B2B marketer as so many business people use Outlook.
  3. As certified video that plays in the email with audio (AOL only) – Right now this applies only to AOL, although other ISPs are joining, like Comcast. "I think the expansion into ISPs needs to widen a tad before we can really speak to this," says Cameron. "The home run is if they can get Hotmail, Livemail and Gmail. Then video will be pervasive," he says. Certified video has just come onto the scene and it will be very interesting in watching this playout. The implications on this front go wide and far. I think the best has yet to come.
  4. As embedded Flash video: "Very bad idea," says Cameron. "We could do this 5 years ago, but no longer."

Of the four choices above, Cameron recommends using the static image for a B2B audience. If the audience is B2C, he says, start with an animated .gif and do an A/B split test. If the animated .gif works, filter your AOL audience and if that audience is big enough and a lift in revenue would be significant, use the certified video for that segment. "I would see this option as the best for large retailers," he says. Although he also points out Goodmail hasn't done their homework yet on the effectiveness of video and whether or not there's a lift in ROI. "They don't have conclusive data as of yet on the lift a sender would receive if using video," he points out.

If you use video in your email marketing, there are still email best practices to adhere to. Just because you're adapting a new approach and technology doesn't mean the old rules no longer apply. Things to keep in mind when using video in your email marketing include:

  • You still have to be relevant and targeted
  • It's still email. You're still trying to get the recipient to do something, to take some kind of action
  • You still have to measure its impact
  • You still have to test
  • You have to consider bandwidth and rendering issues


Most of all, perhaps, and this is where the discussion about video in email gets fuzzy, you have to consider image blocking. A recent webinar on video in email hardly spent 10 seconds on the topic, but the reality is, if your recipients have images suppressed, it doesn't matter which method you choose to deliver your video in the email: They won't see it.


As Cameron says, "You have to get them to download images, then view the email and video, then click through. This is all before they hopefully convert. There's lots of room for drop out."

So maybe it's worth waiting a while before you "drop in" to the video in email camp.

 

- Marco Marini, CEO, ClickMail Marketing

 

 

 

 

Wall of Questions

Friday, October 19, 2007 by eec Blog Contributor

Before DMA07, we solicited questions from our members and subscribers, promising to post them in our booth at the show and recruit email experts in attendance to answer those questions. We got some great questions and tons of great answers:

1. How important is it for email creative to match the same look and feel as the order page/landing page?

Marc Pitre, Wampower.com: It's critical to keep the branding consistent between emails and landing pages. Both the creative and the message itself must be consistent to be impactful to the end viewer. It's too easy to dilute your message, so keep it consistent.

Andrew Osterday, Premiere Global Services: Landing pages are often ignored or an afterthought, but can have a strong impact on conversion. The flow from email to landing page should be seamless in both messaging and look and feel. Consider custom landing pages rather than linking to the site.

Stephanie Miller, Return Path: Very. Especially in promotional messages and prospecting. Be sure that the offer in the email is front and center—don't make me scroll. Using a custom landing page can improve conversion rates up to 50%. Definitely worth the investment in optimizing landing pages—they are the fulfillment of the promise created in your email message and it should be a seamless experience.

Michael Fishers, Alterian: It is very important—lack of matching in look and feel produces confusion, feels uncoordinated and impacts response accordingly.

Joel Book, ExactTarget: Providing creative continuity between the email and the associated landing page is vital for driving response and conversion. According to Forrester Research, "92% of business decision-makers go online to research products and services before buying offline." By using email to deliver relevant offers to customers, marketers are accelerating the buying process. The key is to make it easy for the customer to buy—having consistent look and feel for email and landing page achieves this objective.

2. Do the same elements found in traditional printed letters (salutation, closing, signature, p.s.) work for emails?

Melinda Krueger, Krueger Direct: Yes, to the extent that they reflect a personal, one-to-one approach to communication. Corporate "billboards" are easy to ignore; personal correspondence is not. Consider the "voice" and use the personal pronoun!

Elie Ashery, Gold Lasso: Yes, depending on personalized and relevant the message is. Personalization doesn't necessarily mean name, but rather actual content.

3. What do you consider best practice when it comes to accessing and changing email preferences? On one hand, it has to be easy for subscribers to go and edit their subscriptions. On the other hand, no one else than the subscriber should have access to change the subscriber's information. Do you recommend a login, a verification email with required action before changes take effect, a notification email notifying the subscriber that changes have been made, etc…?

Loren McDonald, J.L. Halsey: The simplest means is to include a link in the subscriber's email so that only they can click through to the preference center/update profile page. For sites that link registration (e.g., an ecommerce site), you can link the two processes. A notification email that confirms the changes is always a good idea.

Jeanniey Mullen, Email Experience Council and OgilvyOne: The preference center is a critical element of a successful email program. It can increase the life and engagement of your consumer. Keeping access to preference centers secure is critical but so is keeping access simple. Most companies offer encoded links to preference centers that allow you to bypass the logon elements. If you are using a secure center, password retrieval features are key.

Joel Book, ExactTarget: The key to using a preference center to gather customer needs and interests is to ask for only that data which is needed to deliver relevant and timely information through email. It is critical that you explain why you are asking for this information, how it will be used, and how the customer can update his/her profile. Remember, you are building trust.

Melinda Krueger, Krueger Direct: Consider a 1-2 punch. First capture the impulse to subscribe, then, as an optional second step, ask for more information. Consider offering an incentive (tied closely to your email value proposition) and explain that you are asking to avoid sending irrelevant emails.

4. Is there a proven happy medium between images and text in an email? Do too many or not enough images reduce response?

Elie Ashery, Gold Lasso: Email marketers today need to design their emails with the assumption that their recipients' have their email clients set with the images turned off. This means that the recipients should be understand the gist of the message without its images. Images should be used to enhance text, not replace it.

Chad White, Email Experience Council: The "happy medium" is per industry and depends on both your content and the reader in which the person will be viewing the email. For example, a B2B email that's likely to be read on a Blackberry should be all or mostly text. But retail emails where product images are so vital should be mostly HTML.

5. How can you tell if an email is being read in a preview pane only then deleted?

David Daniels, JupiterResearch: If someone clicks in a preview pane, can you hear them? It is all about behavior. If there are no clicks, there's no engagement, so attempt tactics for reactivation (survey, sweepstakes, etc.). The only real way to determine if an email has been read is by clicks.

Stephanie Miller, Return Path: Great question! Technically, there is probably not a way to get 100% pure data unless you put a "pixel" that is triggered by the scroll. However, you could track performance by proxy in one of two ways: (1) by putting a "morse type" link at the top (visible even when images are suppressed) that promotes the offer and "opens" the email, or (2) by analyzing clicks on text links below the fold which are not visible when images are suppressed. Frankly, I'm not sure why this measure is valuable if your preview pane is optimized, it will drive engagement, not a deletion.

Loren McDonald, J.L. Halsey: Open rates are tacked via a tracking 1-pixel image. So if images are enabled and a reader "views" the email (whether it is opened or not) it will count as an open. If images are blocked and the email is viewed in the preview pane (or fully opened), it will not count as an open. As a result, click-through rates are a much better gauge of email activity.

6. Can a newsletter sell or is it better for branding?

Jordan Ayan, SubscriberMail: Email marketing is about building relationships. If you approach it as a sales medium, you are looking at it from the wrong perspective. Can you sell with email? Absolutely, but for long-term success, you have to focus on delivering relevant content that highlights your brand and keeps recipients wanting more. Then they will give you permission to sell them electronically.

Kara Trivunovic, Premiere Global Services: A newsletter can sell if it is done right. The newsletter should be editorial in nature, with a majority of the content being relevant, value-add information. If sales copy is going to be included, it should be done as a soft sell, wrapped in editorial when possible.

Stephanie Miller, Return Path: Yes! Optimize to do both: (1) Educate customers about the full benefits of the products. (2) Engage subscribers to interact with your company, website, sales team, blog etc. (3) Lead prospects down the sales cycle by educating and asking questions.

7. Is it practical/realistic to budget for file growth from viral marketing? Can we count this as a tactic, or is it just "either."

Michael Salin, M.J. Salin & Associates: Yes! Emerging marketing genre are heavily based in viral practices…word of mouth, social networking. You should test and quantify viral programs – consumer talking to a consumer is the highest/strongest marketing communiqué. Quantify the send and free creative is a way to promote the idea.

Chad White, Email Experience Council: You can definitely budget for viral growth. In general, you can expect pass-along rates of 1%-2%, but it depends on the prominence of your send-to-a-friend links and how often you encourage readers to forward your emails. For instance, some retailers have "friends and family" event emails where part of the messaging encourages recipients to forward the discount offer to others. Doing emails like that will boost your pass-along rate.

8. If no legitimate ESP will allow the use of purchased lists in their system, how do data brokers and email appenders who focus on this market stay in business?

Craig Swerdloff, Postmaster Direct: Our experience has been that top-tier ESPs will send for lists that offer list rental, assuming certain requirements are met. They include explicit permission from recipients, proper list hygiene, good reputation scores, and compliant/unknown user rates within allowable thresholds.

Stephanie Miller, Return Path: The owner of the data sends the message on your behalf—so the initial mailing is from the data source inviting the subscriber to opt-in for email from you. Many marketers who send mail in-house, use internal append very successfully. There are best practices to ensuring your sender reputation is protected.

Loren McDonald, J.L. Halsey: List brokers manage the email databases for companies whose list members have agreed to receive third-party offers. The emails are sent "from" the list owner to the list member. Once the subscriber opts in to specific a marketer's program, they have given permission to the marketer. At that point, ESPs will allow the company to send to the subscriber.

9. What is the single most popular offer that drives people to register and share their information? We are desperately trying to collect emails from our customers and it's been very challenging.

Stephanie Miller, Return Path: As is true in all direct marketing, offer something perceived value for free. But the question should really be around how you can construct a powerful email experience that will entice and engage your prospects. While many will sign up for something that is free, your response and ROI will only come when the email program itself has consistent value.

10. What is the right frequency for retail email programs? It seems like many retailers are at 2x+ per week. Does not mailing at that frequency hurt my chances?

Austin Bliss, FreshAddress: Unfortunately, there is no "right" frequency. You should send on a schedule that provides value to your recipients—e.g. if you have daily sales, you can send daily. But if you have nothing to say 2 times a week, you shouldn't mail at that rate because you will have incurred complaints/unsubscribes.

Chad White, Email Experience Council: There are lots of factors to consider here, including the frequency at which your products tend to be purchased, the content of your email (both promotional and service-oriented content), the length of your email, etc. For example, Blue Nile emails once a month, recognizing that jewelry is not a frequent purchase. Home Depot, on the other hand, sends once a week, targeting subscribers' weekend projects. And then there's Neiman Marcus, which emails 7+ times a week, engaging its fashion hungry subscribers with info on new products, store events, discounts and video and article content.

11. If you send five or more emails to the same recipient and they aren't opened, does your domain/IP get reclassified as spam by the ISP? This obviously isn't standard across all ISP's. If this is in practice by some, which ones are they?

Stephanie Miller, Return Path: List quality is definitely a factor in sender reputation. Having a large number of non-responders on your file could reduce your "score" among ISPs/receivers. ISPs generally don't publish the "rules" that they use, as publishing them would expose them to abuse by spammers.

HAVE SOME INSIGHT TO ADD? Please comment below, just be sure to include the number of the question that you're answering.