We’re excited to announce that the Email Experience Council is launching a new initiative focused specifically on email marketing in the retail industry. Starting this month, we’re kicking off our Retail Marketing Special Interest Group, and we’re looking for a few good Retail Email Marketers to join in this initiative!

This special interest group will bring together 6-8 retail email marketers and industry experts who are interested in sharing best practices and develop thought leadership that will help shape the future of email marketing for the retail vertical. Members of the Retail Marketing Special Interest Group will have the opportunity to:

• Work and network with leaders in interactive marketing for retail
• Co-author a publication that will define email marketing best practices for retail
• Co-present RMSIG findings at the Email Evolution Conference, attended by hundreds of marketers and industry experts
• Be on the inside track for leading trends, industry innovations and best practices

If you’re a retail email marketer interested in joining the Retail Marketing Special Interest Group, we’d love to hear from you. Please reach out to us at lshosteck@the-dma.org for more details.

For marketers in other industries – stay tuned! We’ll be launching additional special interest groups later in the year.

Lisa

 

Lisa Brown Shosteck

Managing Director, eec

 

The email marketing landscape is always changing as marketers find new and savvy ways to boost engagement, increase conversions, and maximize their efforts. But, beyond the discussion of open rates, click-throughs, subject lines, A/B testing and deliverability is the issue of compliance.

In an overall sense, there are two rulebooks that email marketers follow:

• "Best Practices"... which are the processes we abide by because we know it treats our customer’s inbox as a special place and that’s a responsibility we take seriously.
• "Legal Compliance"... which are the specific and mandatory rules we follow because our actions are governed by law [....and because none of us would do well in prison! :) ]

Most marketers are familiar with the US CAN-SPAM Act of 2003. But, now Canada has their own proposed version of anti-spam legislation that in it’s current state goes much further than it’s US counterpart.

It’s important marketers are aware of the new proposed legislation so they can begin taking action well in advance to ensure they remain in full compliance. While there is still a lot of time to make sure your ducks are all in a row to appease CASL, it’s never too soon to get started.

This post will cover the main highlights of Canada’s proposed Anti-Spam Legislation. For a more in-depth summary, you can read my blog post titled “All About CASL (Canada’s Anti-Spam Legislation) in Plain English”.

I’m Not In Canada, So Why Do I Care?

CASL isn’t just focused on Canadian email marketers, but rather extends its coverage to anyone who is emailing someone that will receive that message within Canada.

So, if you run an eCommerce store out of the USA, but you occasionally sell to people north of the border and have those folks on your mailing list, then CASL is in full force for you.

It’s not just those in North America that have to play under these new rules because the people behind CASL are hoping it’s reach will extend to marketers internationally who are contacting Canadians. In an interview, the CRTC’s chief compliance and enforcement officer, Andrea Rosen, said:

If the spammer is offshore, we have the ability under the law to co-operate with foreign governments, to share information and to bring proceedings together against individuals that are offshore.

There is an exemption written into CASL that if the sender does not know or could not expect to know that the receiver would be using a Canadian computer to access the email, then you’re off the hook. So, if your USA-based eCommerce store doesn’t ship to Canada and you have no Canadian’s on your mailing list, but someone has taken the trip to see the Jays play in Toronto and while there they get your email, you don’t have to panic.

Do keep in mind, however, that ignorance won’t be an excuse so even if you don’t think you have Canadian’s in your database, be sure to be on the lookout for that. At Elite Email, we have been prompting people to look at their geo-reports to get a sense of who is engaging with the email in Canada because it might be more than you think.

What are the key requirements of CASL?

The current proposed regulation is really long and if you care to see the whole thing in it’s entirety, you can click here.

For those that are too busy to read the whole law (...and that is probably ALL of us!) here are the primary requirements:

• You must have permission BEFORE sending an email.
• You must be able to prove that you have received clear consent (more on “consent” below)
• You cannot use false or misleading subject lines or sender names.
• You must have a working unsubscribe mechanisms where manual requests are processed within a 10 day window and any unsubscribe links are valid for at least 60 days after the send date.
• You cannot pre-check subscription boxes on firms. Valid consent must be an affirmative action.
• You must include a physical mailing address as well as an alternate way to reach you, which could take the form of an email address, phone number or link to contact form.
• You cannot confirm unsubscribes by sending a follow-up email.
• If an email is being sent “on behalf of” another organization, you must clearly identify both parties.
• If you are a charity, then you are included in CASL if you are selling or soliciting anything.

One key thing I want to highlight is the notion of subscribing to your mailing list as an affirmative action. I see a lot of signup forms where the box is pre-checked and you have to uncheck it to indicate you don’t want to signup for a mailing list. If your organization is doing this, then it’s one of the first things you should consider changing. It’s a quick change that will ensure all new subscriber acquisitions are valid under CASL.

Consent, Consent, and More Consent... It’s All About Consent!

While there are lots of different facets to CASL, if I had to boil it down to one thing, I’d say that the most critical factor is ensuring you have obtained consent properly. If you’ve done that, then you’re heading down a good path.

CASL currently outlines four different scenarios that would qualify as consent.

Consent Scenario #1: Implied Consent

This is the scenario that many people will already be familiar with as it’s the one that is based on an existing business or nonbusiness relationship between the recipient and sender. Essentially, if someone has bought something from your organization or entered into a contract with you then you have a “business relationship” with them. Whereas, if someone does volunteer work for you or becomes part of your organization, then you’ve got a “nonbusiness relationship” with them.

The critical part of this type of implied consent is the 2 year time limitation. From the moment someone purchases something from you, a 2 year window commences where you can email them and be in compliance with CASL without needing any other form of consent. On top of that, if that same person buys something from you again during that window, the clock resets and you get another full 2 years. However, as a general rule of thumb, at some point during that 2 year window, you would want (or need) to obtain explicit consent in order to keep emailing them after that window expires.

Consent Scenario #2: Explicit Consent

I suspect most email marketers are already actively engaged in this type of consent where the recipient gives you direct permission to send them emails. Most commonly you will have a signup form on your website that lets people join your mailing list. This direct type of consent is really at the core of CASL, which is why it’s important that you obtain good evidence to support your practices. Doing things like capturing the date stamp and IP address of a new subscriber when they join your list and then when they confirm their subscription (for double opt-in) will help ensure you’ve got a strong case should someone challenge if consent was obtained.

As I mentioned previously, make sure your signup forms require an affirmative action and not an opt-out action. So, if you’ve got a sneaky pre-checked box that auto-enrols people, you’re going to want to change that up ASAP because it won’t count in the eyes of CASL.

According to CASL, you can also get written or oral consent and while that is acceptable, it should be noted that these methods are far more difficult to prove. If you plan on using these tactics, make sure you’ve got a workflow that allows for the careful documentation of when, where and how consent was obtained.

Consent Scenario #3: Conspicuous Publication

This is a rather unique scenario that is very different than the two above. You can send someone an email if you obtained their email address and the following three criteria are also met:

(i) The email address is clearly published for viewing.
(ii) In the location where the email address is published, there is no specific statement saying that unsolicited emails are not allowed.
(iii) The email you’d be sending to that address is related to that person’s business or official role. [For example, you can email a university professor about a new book that is related to their field of expertise/interest, but you cannot email that same person trying to sell them concert tickets. It’s a bit tough to exactly draw the line on what is related and what is not, so we might see this further clarified CASL.]

Consent Scenario #4: Shared Email Address with the Sender

This is the “business card” or “networking” rule under CASL that lets you send someone an email if they willingly share their address with you. CASL doesn’t want to render the email address on a business card useless, so if someone shares their card with you and doesn’t say they do not want to be emailed, then you can email them and be in compliance. Be sure to document the how, when and where they shared their email address with you so you’ve got that on file in case you need supporting evidence. However, do keep in mind that if you want to start sending someone your monthly newsletter (and not just emailing them as a follow-up to a networking event) you should obtain consent using another method as well.

What Happens If I Break The Rules?

Shame on you! Now go sit in the corner and think about what you’ve done!

But, on top of that shame, penalties for violating CASL can range from a maximum of $1 million for individuals and $10 million for companies.

It should be noted that anyone can bring this new law against a sender, it doesn’t have to just be the government or other legal agency against the sender. Of course, if someone goes down this path and it turns out they were wrong, then they are responsible to cover all court and legal fees.

Also, the reason I have been harping in the sections above about keeping evidence for how you obtained consent is because if you can show that you really made strong efforts to follow every aspects of the rulebook, then that will play a factor in any legal proceedings.

When Does All These New Rules Go Live?

There is still no specific date set so at this point everything is an estimate, although there have already been delays so further delays are not out of the question.

Based on the current flow of events, Industry Canada should have the regulations finalized by the middle of this year (2013). After that, there will be a one year grace period for everyone to digest these new rules and prepare for the coming changes, which will result in CASL going live some time in the middle of 2014.

That being said, there’s no need to wait until the final minutes to start ensuring your compliance with CASL. Although certain parts of the proposed legislation may change, the underlying concepts about the ways you can obtain consent probably won’t change much. So, take a good look at your database now and start to figure out who you may need to re-confirm and what evidence you’ve got to support that consent has been obtained properly (in the eyes of CASL). Review all of your signup and capture forms to make sure that it is an affirmative (and not opt-out) action that enrolls someone on your mailing list. Lastly, doing a periodic top to bottom review of your organization’s email practices can usually either confirm you’ve got your best foot forward and are ready for CASL or highlight areas that you need to improve upon... and there’s no time to take those steps like the present!

* Note: This article is intended to provide general comments about Canada’s new anti-spam legislation. It is not intended to be a comprehensive review nor is it intended to provide legal advice. Readers should not act on information in this article without first seeking advice from their lawyer.

Robert Burko is CEO of Elite Email, a leading email marketing solution and proud member of the Email Experience Council that has been helping businesses of all sizes harness the power of email for 10 years. Robert has been featured extensively in the media for his knowledge of email marketing, social media and digital trends. You can also find him on Google+.  

 

In his recent Predictions & Unpredictions for 2013 blog post, Return Path CEO Matt Blumberg talked about how brands’ marketing and security functions will need to join forces to fight phishing. One key reason is that phishers and spoofers are continually getting smarter, applying an impressive range of best practices to make their emails ever-more compelling and believable.

• The subject line inspires real concern (especially if you really are a YBS customer!)
• The “Friendly From” is believable (see inset)
• The sender domain is correct (because the real sender is spoofing it!).
• Branding is consistent with the real YBS website.
• The language is professional sounding and there are no spelling mistakes.
• There is a strong, visible call to action – “Click My Account Activity”
• The disclaimer and contact details all appear to be 100% correct.

• It generated a perfectly respectable Spam Assassin score of only 1.5
• It only identified one potential spam trigger word – “Disclaimer”
• It even rendered well on most major mobile devices!

• Nearly 1 in every 20 of these emails successfully bypassing spam filters successfully delivering to recipients’ inboxes.
• Average Read Rate for these emails is 3.66%. This is is particularly startling given that:

1. YBS is a relatively small player in the UK with approximately 1% market share. Assuming that non-YBS customers will almost certainly ignore these emails because they are not relevant, Read Rates for the remainder can be inferred as actually being much higher.
2. In a number of instances the Read Rate is higher than the Not Filtered rate, implying that recipients are recovering these emails from their spam/junk folders and responding to them!

• An authoritative report produced by Cisco Systems shows that on average 99% of phishing emails get filtered, with the remainder generating a 3% open rate. This implies the YBS phishing emails are highly effective, out-performing the Cisco benchmark by a factor of 6.
• Cisco also calculated the commercial impact of a phishing attack at $250 (£155/€190) per compromised recipient. Using the report’s average click-to-open rate of 5%, with 50% of clickers giving up personal data, we can extrapolate the Inbox Insight data to infer an estimated commercial impact in the UK of over £1M pm – for this single scam alone!

• Read our Anti-Phishing Guide which contains actionable advice on how to achieve brand protection and secure your email channel.
• Make use of Return Path’s APS suite of tools and services to:
  • Identify potential brand abuse (Email Brand Monitor).
  • Proactively block phishing and spoofing activity (Domain Protect).
  • Facilitate prosecution or phishing site take-down efforts (Domain Secure).

 

 

And the 2013 Stefan Pollard Marketer of the Year Award winner is....Sal Tripi of Publishers Clearing House! It was a very close call among our finalists, including Ryan Phelan of Acxiom Digital Impact and Morgan Steward of Trendline Interactive. The Award was presented at the 2013 Email Evolution Conference last week in Miami. Sal's acceptance video is located here.

Incredibly deserving of this recognition and Award, Sal is a stand-out in the marketing and consumer privacy field.  Through his good work at PCH, Sal has helped build one of the most impressive and customer centric email marketing programs in the business. Plus, he is incredibly generous in sharing learnings, knowledge and success stories with the rest of the industry. He's been a long time speaker and writer for DMA/eec events, as well as other email conferences. A staunch advocate and industry expert on consumer data protection, compliance issues and marketing best practices. he's also willing to step up and give back to the industry, and Chairs the DMA Ethics Policy Committee which reviews, updates, and sets ethical guidelines for marketers; Chairs the Online Trust Alliance; Sits on the IAB’s Email Committee. 

We want to thank again, Loren McDonald of Silverpop & Chair of the DMA/eec Awards Committee and all the members of the Committee for their hard work and efforts throughout this process and of course the community for taking the time to submit your choices and for sending beautiful tributes for this distinguished award. The response from the community was overwhelming.

Congratulations, Sal! We're proud to have you awarded with this top honor.

Lisa

 

Lisa Brown Shosteck

DMA/eec Team

The annual Stefan Pollard Marketer of the Year award from DMA/Email Experience Council will be given at the Email Evolution Conference in Miami on February 8th (Not yet registered? Join us for great keynotes and amazing case studies and new ideas at emailevolution.org. Use code MACDT for a great discount.) This year, we had a number of nominations from many of you – our eec community – and the three winning candidates are all amazing marketers and “email geeks” – just the type of people that continue Stefan’s legacy of talent, generous contribution to the industry and effective mentoring.  
 
We circled back with 2012 Award Winner Meg Reynolds of REI. She is still shining and humble in receiving this honor from the DMA/eec community. 
 
Meg:  I have been so honored to receive the Stefan Pollard Award. I’ve since moved on to a role at REI that is not focused on email marketing, but I rely on those same experiences all the same. 
 
SAM:  What are you doing now?
 
Meg:  I’ve found new challenges leading the Marketing Campaign Planning team at REI. I’ve learned a lot in the past year; it’s energizing working with many programs, channels and cross-divisional partners.  I’ve even learned a bit about myself. I’m still finding my way in a new professional community.  Hopefully that will come in due time, I’m a new kid in this role!

SAM:  Is it good to be “beyond email”?
 
Meg:  I do miss my email role and the confidence of knowing the ins-and-outs of a medium. I miss highly  measureable program performance and knowing whether someone is BS’ing me a little bit. And, of course, I miss a community of creative and passionate folks to turn to with every challenge. So give my best to that wonderful community. I continue to support it where and when I can. I open my time to young professionals and students about opportunities in digital direct marketing.
 
SAM: Any advice for email and other data-driven marketers for 2013?
 
Meg:  Respect your subscribers, enjoy your peers, and show-up when you are nominated for an award.  Even when you don't think there is a one-in-a-million chance of winning. All the best to the wonderful, supportive professional email community.

By Stephanie Miller, DMA's vice president of member relations

 

Karen Talavera, eec Blog Contributor, is leading a session at the Email Evolution Conference in Miami this February.  Register today to recieve the early bird discount (through January 14th) and to meet Karen and dozens of other industry luminaries. It's the best place this winter to learn how to make email and digital marketing more successful.  Register now.

What exactly makes people respond to your email marketing offers? What is it precisely that makes them engage and buy from you? And how does knowing these things help you drive better email response?

It’s the sixty-four-million-dollar question asked of all advertising and marketing. While the fundamentals of what makes us want to transact with a company or say yes to one offer over another remain relatively the same across channels, how marketers employ specific tactics can vary drastically from channel to channel.

When it comes to email marketing it’s important to know exactly which approaches lead to trust, engagement, purchase and loyalty and how to translate them into successful email messages and  programs.

Let’s start with that first part – the approach – then move into a specific, tactical process for applying it.

The Basic Psychology of Human Decision-Making
We can pride ourselves all we want on our intellectual superiority over the rest of the species on our planet, but a commonly overlooked fact is that we are as much emotional as intellectual beings – maybe even more emotional than intellectual. Our brains are equipped with reasoning and emotional centers, and both factor into decision making.

In online marketing, making emotional connections is especially important because the digital world can be fast, furious, and impersonal.  There is a built-in immediacy in digital communication channels that often undermines the opportunity to slow down the sale and deepen the consideration process that older, offline channels afforded.

Plus, there is both a considerable amount of skepticism and unfortunately, fraud in the digital world. Allowing people to get to know you online with a relationship-building approach goes a long way toward creating the familiarity, comfort confidence consumers and business people alike need before they’re willing to buy.

It Starts with Creating Emotional Resonance
Despite our immense reasoning power, our instinctive “gut” reactions are older and better honed. From the standpoint of human evolution, we had to develop the ability to make split-second unconscious decisions to survive. This ability survives in us today and kicks-in when we’re faced with any decision – even if it’s not life or death – and often happens before our brains have time to intellectually process facts

That’s why research has proven time and again that people buy from emotion and justify with reason. So it’s essential to know how to emotionally connect with people in your marketing, and in email to do so not just authentically but quickly.

Remember, there’s that built-in immediacy factor with email – people don’t spend as much time with it as print or television. That’s right – with email you have less than three seconds to create emotional resonance.

When you resonate with your subscribers you strike an emotional chord with them. You make a visceral feeling connection.  You both tune into the same “vibe”, and it results in comfort and trust, allowing you to sell in a non-salesy environment.

As in music, your aim is to sing to the same tune as your audience, then harmonize with them by recognizing their needs, pain, challenges and desires and meeting them in that space.

So now that you know we must appeal to both the intellectual and emotional sides of people, how do we do it?

The Five P’s of Profitable Email Response
I recoomend what I call the “Five P’s” process because it not only centers on authenticity, personality and transparency over features and facts, but also honors the intellectual reasoning component of how people make decisions.

The Five P’s of creating emotional resonance and response in email are:

1. Positioning
2. Pain
3. Promise
4. Proof
5. Plan (course of action/call to action)

This process can be followed to craft your copy, offers, message design, message sequence, and even overall messaging strategy throughout a quarter or year.  Let’s explore each of these in more detail:

1.   Positioning

Proper positioning acknowledges both who you are and what’s in it for your audience to be in communication with you. Successful positioning boasts excellent clarity – it makes both your identity as the sender of email and your purpose in sending the message immediately apparent. It then goes beyond clarity to create comfort, familiarity and purpose for your audience.

In email there is little time and space for lengthy build-ups and stories – which is why creative/design elements (like graphics, color, and layout) can be more effective than long copy in creating mood, identity and personality.

Consider these tactics for creating solid positioning:

• Present the “big picture” of what’s possible for your subscribers if they respond to your offer. Show and tell – use both images and words or even video so they can experience that future potential as real.
• Include a link called “About us” or “Our Story” in your main navigation bar/ template that connects to more background about your company or organization. Don’t make it boring – tell a human story that creates both credibility and vulnerability.
• Use outcome-driven, enticing language to set the stage for your offer to come.
   

2.   Pain

Yes, evoking negative as well as positive emotions can entice response (the worst reaction is no reaction at all), but your purpose here isn’t to bring your audience into a place of fear or dread. It is instead to identify and acknowledge their problems, challenges or pain – problems, challenges or pain that you intend to alleviate. Spend just enough effort identifying the pain so your audience knows you understand them, then move on.

It’s tempting to avoid this step in the process. However, in glossing over or skipping it you risk leaving out an important part of the emotional journey for your audience; you also miss a chance to create emotional resonance by helping them feel understood.

3.   Promise

Here’s where you spare no expense getting to the juicy goodness of your message and tying back to your positioning. Effectively creating promise means conveying – again through both words and pictures – the transformational outcome your audience will experience if they say yes to your offer.

Will they be happier? Richer? More beautiful? Healthier? Less-stressed? More successful at work? Better organized?

What are the desired emotions they will feel if they say yes to your offer? Love? Joy? Happiness? Satisfaction? Relief? Peace?

Understanding how your core products/services translate into both emotional and transformational benefits is essential to creating marketing messages that emotionally resonate. If you don’t know how your offerings transform and better people’s lives, you need to learn. If you can’t express the transformational outcomes of your offerings in your marketing, it will fail to connect.

4.   Proof

So far in this process we’ve been heavily in emotional territory. In the proof stage, we accelerate the appeal to reason.

Proof can take several forms both within email messages and on web sites/landing pages. These days the most compelling proof is social proof – as humans we crave a sense of belonging and will often follow the crowd. Who else has experienced the transformational outcome of your offerings and what do they have to say about it? Ideally, you can pull this information directly from your social media pages (assuming you have it there) into your email and website.

If not, include proof in the form of testimonials, quotes, links to case studies, and short success stories. Keep it human! Clinical trials and research studies are factually powerful (and often indisputable) but social proof generates greater credibility. We tend to believe our peers more than scientists or research studies because we can identify more with a peer group.

5.     Plan

Finally, don’t leave people hanging – tell them what you want them to do next and how to do it! Show them where and how to get what you promised.

Otherwise known as your call to action, this step MUST be abundantly clear, concise, literal and logical. While positioning, pain, promise and proof all influence engagement, this final step influences action and actual purchases.  It can be as simple as a text link or a sentence next to a button; or it can involve a short list of steps.

Remember that in email true response is a two-step process beginning with a click from within a message and continuing as a completed call to action (sign-up, content view, purchase, etc.) on a web page. Continue the clarity of your call to action all the way through your landing page and conversion process to avoid abandonment.  After coming this far, you don’t want to lose the valuable connection you’ve created with your responders.

By Karen Talavera
Synchronicity Marketing
Enlightened Email & Digital Marketing Training, Coaching & Consulting
 

It's darn inspiring.  Toby Fallsgraff, email director for the Obama-Biden 2012 campaign, made it clear that email marketing was not just a key channel for the President's reelection campaign, but was a central, essential and integral factor in the success of the campaign.  Wow - lowly email marketing re-electing a President?  That's something to mention next time someone responds with languor when you say what you do for a living!

One of the coolest things that Toby shared is around the challenges of using email marketing to do the hard work of a campaign:  Defining a competitor, and establishing a candidate position.  Email marketing done well, and with high frequency, can actually shape the conversation, not just reflect the brand. "We created a way for ordinary Americans to be involved and actually move the needle on the campaign success," Toby said.

The numbers are crazy.  One mailing could generate up to 2 million dollars in donations.  So the stakes - and rewards - were high.  No wonder the team worked crazy hours and gave up so much personal time for the success of the program.  There were 4.5 million donors over email, donating on average a $53 gift (many people gave more than once) generating more than a half a billion dollars online.

No question:  Email marketing has changed how political campaigns are funded.

One key to success is focus and clarity of vision.  There were four email objectives: Messaging, Mobilization, Money & Metrics, Toby said.

Some of the secrets of their success include the kinds of best practices that we talk about all the time, and especially here at the Email Marketing Summit.

•Treat subscribers like people, not data. Assumption that anyone who was on the list, was supportive. Messaging addressed supporters as knowledgeable insiders.  "We know you know about Obamacare, but your friends may not."  A series called, "You should forward this" is a great example of enabling social sharing.

•The subject lines were a huge buzz factor in the campaign.  Some positive and negative social activity helped raise awareness of the program and entice people to actually open some of those multiple messages they received every day.   Subject lines like, "Listen,"  "Hey" and "Say you're with me" were incredibly successful.  Continual testing was key to subject line success.

•Use a field localization approach for mobilization.  The Campaign relied on the States to know what worked best in their area.  Enablement of those programs helped improve the response to local activity.

•Lots of testing in the strategy.  They found that staff was terrible at predicting what would work or not work - just like every marketing team I've ever seen. "We had to test and test and never be satisfied," Toby said.  "Innovation and metrics became an objective in itself."

•Reliance on segmentation.  For example, on Oct 17, 166 individual email segments were sent something unique, and 84 of them were tests.
 

•Staffed for success.  "Some people had to sleep, which I don't buy,"  Toby said.  Still, of the 30-member Outbound messaging team, 22 people worked on email, 14 of them worked with the state programs.  There were four people working on social.  "We couldn't hire people fast enough. So we hired smart people who were good writers," Toby says.  It led to a very collaborative culture with cross functional teamwork, as well bubbling up of many new ideas.  "It's incredibly important to have a team that can rally around a vision, and be empowered to achieve it," he says.
 

•The program was very mobile friendly and responsive from the beginning.
 

•Continual honing of the test groups. For example, just taking out non-donors and west coasters (who were not awake when the tests went out in the morning) improved testing results and is attributed with millions in additional donations.  Testing elements also had to be changed frequently. "Novelty is highly effective but can also be highly fleeting," Toby says.

Segmentation based on demographics was not nearly as effective as past behavior.  What mattered was what you donated and when.  "We were not being creepy, people liked that we knew they had recently donated or recently signed the President's birthday card."  Toward the end of the campaign, "we put that strategy on steroids."  What happened is that the program achieved what many of us strive to do: To be personal.  The email marketing was in a voice that was authentic and honest.  Plus, it recognized the donor and celebrated and enabled them.  That is a great lesson for all of us.  Big data is not always creepy data. Consumers are okay with marketers using information that we should know - and use responsibly.

A great validation of the success of this personal connection, is the emotional and heartfelt reactions from subscribers when the campaign sent out, "Goodbye inbox" messages at the end of the campaign.  Subscribers would truly miss hearing from the campaign "personas."

Toby described what we all want to have, and often don't for many reasons: Knowledge, resources, time, technology, lack of vision.  Theirs was a very data driven program.  "We tested and tested because we had to, we used A/B testing as our bread and butter,"  he says. Routinely this meant dozens of segments and 3-4 subject lines to test.  When you are projecting several million dollars in return from an email mailing, a few points can make a huge difference.

Thank you, Toby.  For doing great email marketing, and for your generous sharing of the campaign approach and success with us this morning!  Readers, watch the video if you can!  So many great lessons for all of us who want to be smarter about email marketing.

by, Stephanie Miller

"Originally posted on the Mediapost LIVE site from the Email Insider Summit in Park City Utah this week.”  (http://www.mediapost.com/publications/article/189012/a-wow-re-election-story-email-marketing-essential.html#axzz2Eh3krlWd)

 

 

eMarketer’s recently published report, “Email Marketing Benchmarks: Key Data, Trends and Metrics,” concludes that email is still one of the most effective marketing tools, despite all the other channels now competing for the attention of consumers.

The report cites three trends:

1. The increasing use of mobile devices for checking email
2. The use of personalized and triggered emails
3. The use of “Big Data” for creating more targeted email marketing

Most interesting to me were the finding applicable to B2B marketers, particularly in regards to mobile and triggered emails.

In the past, those of us who write about email marketing separated out B2C and B2B issues because they differed. One would typically read an email marketing newsletter or post assuming it addressed B2C only unless stated otherwise. Any advice specific to B2B email marketing would be labeled as such. In our own email marketing blog, we strived to ensure we were offering enough B2B specific content.

These days, many of the challenges apply across the board. This makes sense because businesses are consumers too—real people, whether at home or at work. As consumers’ behaviors and expectations change, so do those of the buyers behind a business. If you’re a consumer who signed up to receive emails from Land’s End because you like their clothing, and you’re also a systems analyst responsible for recommending a new ERP platform for your company, your consumer experiences and preferences would naturally affect your expectations.

Look at the B2B adaption of social media for marketing purposes. If we were so good at keeping our personal/consumer and professional/work mindsets separate, businesses probably wouldn’t have ventured into the social media arena. However, people are people, and as our behaviors and expectations change in one part of our lives (the personal part), that can’t help but affect the other (the professional part).

Having said that, some aspects of B2B email marketing still require a different approach, as this report makes clear, especially in the case of mobile and automated email marketing.

What B2B marketers need to know about mobile email
Obviously, mobile usage continues to grow at a rapid pace. We can see evidence of this everyday both at work and at home, but research also proves it to be true. The eMarketer report states direct digital marketing solutions provider Knotice found in the last quarter of 2010, only 13.36% of communications were opened on mobile devices, but by the second half of 2011 that number had climbed to 27.39%. Now, according to this report, more than one third of emails are opened on a mobile device. According to a BlueHornet study, about two-thirds of US email users had used their mobile device to sort through email before reading it on the desktop.

However, there’s another caveat to this: an open doesn’t guarantee a click, whether it’s an open on a smartphone or a desktop. Although email open rates have gone up, click-through rates (CTRs) have gone down and now average below 5%, according to research from Epsilon and the Email Experience Council (EEC). This decline in open rates might be the result of the increasing the number of emails hitting inboxes. Mobile design has an effect on CTR, too. The BlueHornet study pointed out that 69.7% who received a non-optimized mobile email deleted it.

What B2B marketers need to know about automated email
Despite the overall decline in CTRs, one type of email continues to do well, generating noticeably higher than average click throughs: automated emails (also known as triggered emails). According to the eMarketer report, triggered emails generated a click-through rate of 10.4% (more than twice the average) in the first quarter of 2012. Some businesses have seen conversion rates as high as 50% with these automated messages.

That’s a very compelling argument for making automated emails part of your mix, especially as a B2B marketer today. Research cited in the report indicates the number of B2B emails will increase significantly. “Email research firm The Radicati Group estimates the total number of business emails sent and received daily worldwide will climb from 89 billion in 2012 to 143.8 billion in 2016.”

As a result, B2B marketers will see a lot more competition in the inbox. That’s on top of the competition from other channels—work-related and not. Keep in mind that just because someone is at work or at a desk, that doesn’t mean they aren’t still distracted by attention grabbers like Facebook and Pinterest. And that distraction can happen on any screen too, be it a desktop, laptop, tablet, or phone.

The best email marketing continues to evolve and change, whether we’re entrenched in B2C or B2B or both. Take note of the trends called out in reports such as this one. Be relevant and test religiously, whether your audience is at home or on the job.

Marco Marini, CEO
ClickMail Marketing

 

If your business is seasonal, back-to-school time and the pre-holiday months of late summer and early autumn are likely major tipping points for driving revenue and ensuring you end the calendar year on a high note. More than ever, this is the time that marketers, especially those with a retail and/or e-commerce business, need to harness all the tools they have at their disposal and implement smart email program decisions.

After all, the bottom line isn’t graded on a curve and there’s no such thing as summer school when it comes to missed opportunities for recognizing ROI from the email channel. When Sam Cooke sang, “Don’t know much about history. Don’t know much biology…” his “Wonderful World” put academics second and love first. Unfortunately, email marketers can’t afford to ignore their IQs when it comes to email intelligence.

While being an A+ student in all aspects of email marketing might be unrealistic, there are a few subjects that marketers definitely shouldn’t ignore:

1. Security: Phishing and spoofing activity has never been more rampant and marketers need to be proactive in protecting their brands. Contrary to popular belief, fraudsters aren’t just going after financial institutions like banks, payment services providers and credit card companies; they’re targeting any legitimate brand that subscribers may be familiar with. This includes social networking sites, shipping companies, wireless phone and internet providers and many more. A phishing or spoofing attack has the power to undo all of the good ground work that has been laid for optimizing inbox placement rates and performance metrics. If a subscriber’s personal details or finances are compromised as the result of clicking on a link in an email that pretends to come from your brand, you’ve not only lost an email subscriber and potential (or existing) customer, but your brand reputation has plummeted. In this age of social sharing, that negative outcome likely includes anyone in that subscriber’s network of friends and family as well. What can you do? Protect your brand by using an anti-phishing and anti-spoofing tool that monitors fraudulent activity and blocks any attempts to hijack your domain. Learn more about Return Path’s solution here.


2. Inactivity: Having a large portion of non-responsive addresses on your file is the equivalent of blaming the dog for eating your homework. Not only does this segment reflect poorly on your list hygiene practices, but the inactive portion of your file isn’t going to diminish by ignoring it or pretending it isn’t there.  Most major ISPs such as Gmail, Yahoo, Hotmail and AOL are factoring engagement metrics into their filtering decisions. This includes metrics like whether or not the message was opened, replied to, clicked on or added to a subscriber’s address book. The more messages being sent to inactive addresses, the greater the likelihood that sender reputation and inbox placement will be impacted, negatively affecting response rates and overall program performance. In addition, depending on how long these addresses have lingered on the file, there could be a large percentage of spam traps. When it comes to email intelligence around inactivity, marketers should have a solid and ongoing plan in place for communicating to pre-defined inactive segments with a specific strategy to reengage and ultimately remove any persistent non-responders.


3. Skimmability: Optimizing your creative templates has never been more important as subscribers increasingly use their mobile devices to check email. Return Path’s latest research study “Mobile, Webmail, Desktops: Where Are We Viewing Email Now?” shows that email opens on mobile devices grew 82.4% year-over-year and Apple devices account for 85% of all mobile email opens. Designing email for mobile viewing has its own unique set of best practices to experiment with based on the devices your subscribers are using to view email. Whether it’s testing single-column or multi-column layouts, trying a variety of “finger-friendly” sized buttons that allow for easy clicking, using a text size that can be easily read on a variety of screens or designing mobile-friendly landing pages and websites that support on-the-go conversions, email messages read on mobile devices need to work even harder to be skimmable. The decision to click-through on an email viewed on a mobile device is made in a split-second, so the clearer and concise your message is, the better.

 

When it comes to realizing ROI from the email channel, what you don’t know can definitely hurt you. The good news is that with a little studying (along with testing, adjusting and optimizing), you can go a long way toward ensuring your program makes the grade for the back-to-school season and beyond.

Margaret Farmakis
Senior Director, Response Consulting
Return Path

 

 

Unsubscribes. The dreaded rejection by someone who was once a willing recipient of your email marketing. Ouch.

Unsubscribes are often viewed as a necessary evil in the life of every email marketer, with emphasis on the word “necessary.” We not only offer unsubscribe links because people want them. We do so because the law requires them!

Rather than treat the unsubscribe like a freeloading, undesirable distant cousin we’d rather ignore, however, email marketers are better off making the most of the situation to be subscriber-centric and keep people happy by following best practices.

If you search for examples of unsubscribe worst practices, you’ll find plenty. I wish I could tell you all the worst examples come from small mom-and-pop operations that don’t know any better, but I can’t. Plenty of unsubscribe sins are committed by big, well-known brands that really should know better.

Two Big Reasons to Be Unsubscribe-able
The unsubscribe is required by law, yes, but beyond that, we suggest knowing and implementing unsubscribe best practices for two very important reasons:

1. When people can’t easily unsubscribe, they are more likely to simply report your email as spam which negatively impacts your email deliverability rate. And without the highest possible email delivery, you can’t have the highest possible ROI.
2. When people opt out, you want to leave them with good feelings about your brand. They might be unsubscribing now, but that doesn’t mean you have to lose them as a customer forever…unless you annoy them.

With those two reasons in mind, consider the following unsubscribe best practices and how well you are—or aren’t—adhering to them.

Make It Overtly Obvious
Make the unsubscribe obvious. This best practice probably seems obvious, yet you’d be surprised how many companies bury the unsubscribe link in an email. Look in your own inbox. Open a few random emails from companies and see.

How does it get hidden? It can be included in a list of links making it hard to spot among the clutter. It can be overshadowed by graphics or in teeny tiny font that’s hard too find. The unsubscribe link should appear at the bottom, where people expect to find it, without any clutter hiding it and big enough to be found a.s.a.p. when someone wants it.

Even when found in plain sight, sometimes it’s in obscure language, so it doesn’t look like an unsubscribe and is overlooked as a result. Words like “manage,” “delete” and “edit” aren’t clear enough. State it plainly, using words like “unsubscribe from these emails” or better yet, “stop getting these emails.” Don’t make people guess. They likely won’t. They’ll opt for the spam button instead.

Make It Easy as Can Be
Once it’s easy to find, make it easy to do. Are you making people log in to unsubscribe, really? It happens! Don’t ask for captchas, either. When they click the unsubscribe link, send them directly to that page, not to a page with a lot of other options. Or make them confirm their email address for you.

Your best practice is a one-click unsubscribe. That is all. They click a link, you take them to a page, they click on a button…done!

Give Them Another Chance
Now, this doesn’t mean you’ve lost them forever. If you have a preference center, direct them there to change the options. It could be they still want to hear from you, just not as often or with different content. This is after letting them unsubscribing easily, however.

If you don’t, you can let them know you are sorry to see them go and give them a chance to change their mind with the click of another button to resubscribe. You can follow up with an email confirming the unsubscribe and thanking them for being a subscriber. In that email, give them a resubscribe link. Whichever route you choose, remember that this is your last chance to leave them with good feelings about your company and word your message accordingly, in a friendly, helpful way. Avoid being apologetic or groveling. I’ve seen this in an unsubscribe confirmation. It’s not pretty.

Leave Them With a Loving Feeling
An unsubscribe doesn’t have to hurt. It can be a pleasant, even humorous, experience. My favorite unsubscribe experience had me laughing out loud: After clicking on the unsubscribe link, I was taken to a webpage and asked, “Are you sure?” To answer yes to that question didn’t mean clicking on a “yes” button. Rather the words on the button were “I’m out of here.” That was funny enough, but then a popup box appeared asking, “For the love of god, are you sure??” I laughed out loud at that. I still unsubscribed, but I enjoyed the experience. They made me go through two clicks for the unsubscribe, but I didn’t mind because it was playful and unusual.

You don’t have to be a comedian to be good at unsubscribes. I share this story because it illustrates how to leave them with warm fuzzies for your brand. Just because they don’t want your emails doesn’t mean they’re boycotting your brand altogether. And wouldn’t you rather leave them smiling?

Reduce the Urge to Unsubscribe
Unsubscribe best practices are smart marketing, but even smarter marketing is having fewer unsubscribes. You can decrease the number of unsubscribes you get by proactively managing and meeting expectations:

• Manage expectations by being clear from the very beginning what types of emails you will send and how often.
• Send a welcome email to reiterate these expectations.
• Deliver relevant, targeted and timely email messages that meet expectations.
• If it’s within your capabilities, offer a preference center on your website to give recipients more control over the content and timing of your emails.

Unsubscribes might not be fun for you as the email marketer, but you can lessen the pain for both you and the subscriber by following best practices and making the most of every situation.

Marco Marini
CEO
ClickMail Marketing

Can Email Work as a Customer Acquisition Channel?
A lot of savvy email marketers ask the question of whether email can work as an acquisition channel. Because the power of email marketing is based on permission (which can’t be transferred), the assumption is that email can’t be used to acquire new customers.

In reality, email can be a tremendously powerful customer acquisition channel when it’s handled right. I am, of course, biased, since ividence is an ad exchange for acquisition email. Still the numbers bear me out.

Acquisition Email by The Numbers
The DMA found that the average return on investment for every $1 spent on email was $40.56 in 2011. That number far outstrips other marketing channels. Though that number is an average that includes retention email, it gives a good idea of the potential that email has as an acquisition channel.

 

Additionally, click through rates on email beat out those for display. The average CTR for online display ads is 0.09%.

Email by contrast has an average CTR of 5.2% according to Epsilon’s most recent data. Acquisition email CTRs are lower on average (because there’s not an established relationship with the recipient). Still, ividence’s average CTR for acquisition email is 1.5%, or more than 16 times the CTR on display.

Facebook ads have an even lower CTR than display—0.051%—or 30 times lower than the acquisition email CTRs that we see.

And last, but not least, eMarketer’s 2011 figures show online ad spending up by 23% YOY, which an anticipated growth rate of 23.3% for 2012. That means more advertising dollars available for trying new, efficient channels.

So if email can work as a customer acquisition channel if done well, how do you do it well?

Getting Acquisition Email Right
Because the inbox is a very personal space, email marketers must work very hard to respect consumers in that space. That’s never truer than when you’re introducing a brand to a consumer via email. For acquisition email to work for all parties (the brand, the consumer, and the list owner), there are three concepts that must be followed:

1. Respect subscribers
Email marketing derives much of its power from permission and trust. When a consumer subscribes to an email list, there’s an implied expectation that the list owner respect that trust. For acquisition email to be effective, it needs:

 • Permission – Just as retention campaigns should only be sent to opt-in subscribers, acquisition email campaigns should only be sent to subscribers who have given the list owner permission to send third-party offers. There also needs to be an option for the recipient to unsubscribe from advertiser’s offers or to unsubscribe from the list all together.

• Clarity – Only the list owner has permission to send emails to their list, so their brand name (or the name of the list) should be in the mailfrom and mailfrom friendly fields. This makes it easy for the subscriber to understand why they’re receiving the email, reducing spam complaints and increasing open rates.

2. Ban “batch and blast” from your vocabulary
To be welcome, emails need to be relevant to the recipient. Send too many emails that a subscriber doesn’t relate to, and they’ll become an unsubscriber (or worse, will report your email as spam).

Any acquisition emails needed to be carefully targeted to the recipients most likely to be interested. Behavioral targeting is among the most effective segmentation techniques, driving higher open, click through, and conversion rates.

However, if the publisher you are working with can’t offer behavioral targeting, you should at least narrow by demographics or geographic data. Alternatively, you could send different offers to different targets: a clothing retailer could segment by gender or an insurance company could include different package options to people at different income levels.

3. Continually optimize
Just as importantly, don’t send to the entire (targeted) list at once. If you send in smaller waves, you can use the information gathered at each stage to optimize your target. If you’re testing two different creatives or subject lines, you can also pause the losing treatment once you have enough data to select a winner and get a better response from the full campaign.
 

An example of how this played out for a real brand is a bank client that we worked with at ividence. Our client was looking to drive acquisition of new real estate loan prospects.

In addition to the typical challenges that all brands face with deliverability and following legal requirements, financial institutions are very sensitive to concerns about phishing and fraud as well as the unique regulation around the banking industry. In a study by David Daniels of The Relevancy Group, 41% of banks and credit unions surveyed said they were somewhat to very challenged in overcoming fears of phishing and fraud.

Using the above approach of respecting subscribers, targeting smaller email sends, and continually optimizing the campaign, we were able help them drive new leads. The ividence team and platform monitored and adjusted the targeting of the campaign after its launch, which resulted in an over 1800% increase in the number of leads generated by the campaign between its first and last month. There was a simultaneous 233% increase in effectiveness (ratio of leads generated to emails sent).

Unsubscribe rates for the campaign were in line with those of retention campaigns in finance, and abuse complaints were below the average seen in retention campaigns (below 0.01%).

 

Have you used acquisition email to grow your business or to generate revenue from your email list? What tips would you add to this list?

Eric Didier, ividence

Five Ways to Improve Email Deliverability with Gmail

Email remains one of the most focused, effective ways to get your marketing message exactly where you want it to be: in the hands—well, inboxes—of your current and prospective customers.

Unfortunately, there’s also a dark side to this “clutch” marketing tool. In addition to legitimate email marketers, spammers send billions of messages to consumers every day, leading harried recipients with little to do in response but send everyone to “Report Spam” oblivion. 

So how do you avoid “guilt by association?” How do you ensure that your valuable messages make it past junk filters and reporting buttons?

If your recipients are using Gmail—and it’s likely many of them are, since it’s the email client of choice for more than 350 million users worldwide—here are some useful tips to improve Gmail deliverability. Although these strategies are smart for Gmail, they are good to keep in mind for other ISPs as well.

1. Ask your users to mark your messages as “not spam.” If your email happens to trip some junk filters and get put in your recipient’s spam folder, ask your readers to click on the “not spam” button to let Google know you’re an approved sender—not just for that user, but for other users, too. Google puts a premium on user input, and trusts their devoted Gmailers to tell them what they want to receive . . .and what they don’t!

Likewise, if you do get to their inbox but have your display images filtered, encourage readers to click on the “Always display images from this address” button. This lets Google know that you’re a valid sender, and enables your recipients to see your carefully constructed emails in all their HTML glory.

2. Ask your readers to add your sending “from” address to their Gmail contact list. This is a simple way to ensure all your emails get delivered, as it puts a big seal of approval on everything you send. If at some point you change your sending address, be sure to let your recipients know—they’ll have to add that address, too!

3. Keep a close eye on recipient behavior. Recipients who open your emails and click through your links are engaged users. Their behavior indicates they want to receive messages from you. Recipients who never open your messages (and miss your links entirely, as a result) could become an issue for you if they decide to report you as spam --even though they signed up to hear from you in the first place. 

ISPs, and we believe especially Gmail, use “engagement metrics” as a factor to determine if your recipients are interacting with your email (clicking and opening), just deleting it, unsubscribing, or reporting you as spam. If a subscriber hasn’t clicked or opened your email in the last 45-60 days, or 2+ publications, you should consider a reengagement strategy and ultimately remove unengaged users from your list. Monitoring your list and segmenting out unengaged subscribers will help your inbox placement across the board.

4. Make it easy—and as quick as possible—to unsubscribe from your emails: The easier you make it to leave your messages behind, the less trouble you’ll see from frustrated recipients. At first, it might seem like a good idea to bury your unsubscribe link somewhere easy to miss. But, if someone who doesn’t want email from you can get rid of you that way, they’ll simply report you as spam, which will subsequently affect your reputation and inbox placement for users who want to get your email.

This also goes for senders who don’t have an automated unsubscribe function, or who take too long to scrub unsubscribes from their lists. Your recipients aren’t going to be too happy when you pop up in their inbox after they took steps to banish you.

5. Monitor Domain Level Engagement Reports and Third Party Data: Even though Gmail doesn’t offer a feedback loop for complaints, you can assume that Gmail subscribers would behave about the same as the active portion of your other webmail customers (*not ALL those subscribers, but the active ones).  You should create a domain level email metrics report and monitor clicks, opens, bounces (by type), unsubscribes, opt-outs and spam complaints for your top sending domains. You can use this data to make judgments about engagement at Gmail, too and to determine if a specific campaign is causing higher complaints.

In addition, you should seed your lists using a product like Return Path to monitor inbox vs. bulk placement.

By putting these simple tips to work in your email marketing campaigns, you’ll increase your conversion possibilities in a big way by getting into the inbox and stay where you want to be, on the good side of one of the biggest email providers operating today.

 Colleen Petitt, Aprimo

In a recent poll* of some of the top marketers in the country (client side, vendor side, agency side, thought leaders, former clients and colleagues), the following question was posed:

What Are the Top Five Challenges You or Your Clients Face Today?

Below are the top five answers along with ten extras we just couldn't leave out.

This year, email and digital marketing seminars and conferences abound: EEC, Sherpa, MAAWG, EIS, DMA and dozens of others.

Each of these conference committees works hard to try and bring relevant content to attendees.  A lot of of these events are expensive, and these are hard economic times.  The committees try to secure speakers, panelists, keynotes and content, in addition to paid attendees and new membership.  Whast do the attendees want?  What are they looking to learn?  What can thought leaders provide?

As a marketer, new technology and marketing channels are critical.  As a vendor, exposure to new prospects, technology and social integrations are key for lead generation and PR.  As a business, you have an opportunity to learn about solving your own challenges and explore companies who might have solutions, and to learn about new channels and technology everyone says is critical, but you don’t exactly know how to put them all together, or just don’t know much about a specific channel…and you are charged with learning it now.

From the poll* of ~300 people – marketers, vendors, clients, former clients and agencies, the aggregate top five challenges for 2012 are (drum roll please):

1. Internal bandwidth and budget on marketing, vendor and IT sides – clients and vendors are looking to “up their game” with limited resources.
2. Marketing integration and optimization with new technologies into their existing platforms (and lack of knowledge base in new channels) – Mobile and Social lead the pack right now -and integrating email marketing with other traditional, and new channels.
3. List/Customer Acquisition and eAppend via any channel (the latter has truly become a 4-letter word these days.  It has 7 letters, actually).  How can I grow my list in accordance with the law and not lose a good portion of my list if I port vendors?  How can I utilize different channels to grow?  How do I acquire solid new customers?
4. Managing multiple “partner/vendor” contracts (sometimes 5 or 6 at a time) and those vendors’ unique abilities, and the failed efforts in wasted bandwidth to try and integrate them  with IT, their CRM databases and marketing into one email or other platform, including call centers.
5. Privacy: Interpreting Privacy Policies from social groups and global rules (EU, APAC, etc., Google, FB, Twitter – they have all been in the news, as has SOPA, ACTA, PIPA), yet internal bandwidth issues remain.  Clients do not have time to filter through 40 articles, nor read the laws.  And how do they have to change their web privacy policies to conform?
   
   This wouldn’t be complete without the next ten:
    
6. RFP help.  Or RFI help.  Email Service Provider Comparisons. This happens, quite often, in three areas of involvement on the client level: procurement, IT and/or marketing (or a combination).  They often work against each other with different goals, or have problems coming to fruition with marrying their multiple goals, cost-efficiently.
7. Mobile: Everyone has seen slides and knows the potential positive impact.  Some have seen case studies, but they don’t know how to go about it.  They look for aggregators, efficiency and ease of use.  QR codes and how to utilize them is included.
8. Loss of experienced professionals due to economy, and replacement with lower-paid/less expensive and less experienced staff who has to learn the “game” all over again – back to marketing 101 educations, diversification and separation of “duties” (e.g., a Social Media Manager, an Acquisition team, etc.).  Often working toward common goals, but at cross-purposes in the leadership/budget chain.
9. Combating declining channel effectiveness, and how to measure and test for increased adoption and engagement.
10. Utilizing analytics to full advantage.  All analytics, and how they can be integrated (from each channel) easily for a “one view.”  What do they all mean and how can I make sense of them and how do I marry them?
11. How to build effective messaging in a highly competitive marketplace.  How to leverage the ability to profile data for more relevant dialogues across all channels.
12. Utilizing analytics to full advantage.  We have web analytics, integration analytics, email analytics, social analytics, mobile analytics – basically this was a “HELP!”
13. Video.  How can I integrate video into my channels?
14. Increased use of triggered/automated email or other channel messaging – mostly with implementing automation, updating systems to handle, or creating the right rules and programs.
15. Testing.  Putting together a cross-channel testing methodology, including frequency/cadence.

And outsourcing is an issue as well.  To outsource or not to outsource?  A good question.

Email marketing is quickly overtaking a larger slice of the overall marketing budget as a cost efficient and effective channel.  Immediate visibility into data is key.  With companies becoming more competitive, each looks to grab as much of the "pie" as possible, increasing their capabilities and partnerships to alleviate some of the pain marketers feel, and be more "channel-ready."

While many of the above challenges seem iterative, these are the many of the topics that were the most pressing.  Everyone agrees email as an effective channel is not going away.  However, the commonality is that marketers feel the pressure to have all channels at their ready in a complex marketing stream and clients want help with streamlining this process and utilizing every resource they have to optimize every channel.  Together.

 

*This was an internal study conducted by information era marketing + consulting, llc (EIMC) in 2012, and represents a compendium of marketers’ and thought leaders’ top challenge opinions in a limited study.  Of ~300+ surveyed, response rates were ~48%.  This was a private study, and is proprietary to IEMC, llc.  Dori Thompson is a results-driven executive consultant with 19 years of experience in direct and online marketing, ecommerce, sales, strategy, and research.  She is also the co-chair of the eec Speakers Bureau Advisory Committee.

Wow, that hour went fast!  The estimable Shaun Brown, partner, nNovation LLP, a law firm based in Ottawa, Ontario, Canada, spoke about the new Canadian privacy legislation – referred to as Canada’s Anti-Spam Legislation (CASL – an acronym that many speak like the word “castle”) – that has many email marketers confused on compliance requirements and timing.  Listen to the November 10th webinar (and we highly recommend it) for free here.

Brown compared CASL to something many of us already know – the U.S. CAN-SPAM law of 2003.   Bottom line:  In many areas – permission, notice, coverage and risk – CASL is much broader.

• Scope:  CASL covers not just anti-spam, but also anti-malware, anti-hacking, and through related amendments to other legislation, control of content and misleading information, as well as privacy of personally identifiable information (PII) (harvesting, dictionary attacks).
• Application/Jurisdiction:  CASL covers any message sent from or accessed by a computer in Canada (regardless of where the sender is located).  We are talking about all electronic messaging – email, instant messaging, SMS, social – plus anything new that comes along.  (Fax and voice are covered by Canadian do no call regulations.)
  1. Note that there is no minimum number of messages. So sending one message is enough to put you under jurisdiction of the law.
• Coverage:  CASL applies to commercial activity, defined pretty broadly.  For example, Brown said in the webinar, if you are promoting a person who normally promotes a product or service or business opportunity -  even if you are not specifically promoting that product, service or business opportunity in the message -  then your message is covered.  
  1. Note also that any message sent to seek consent is considered commercial – so you can’t send a request for consent. There are no exceptions for research studies, for example. “This will have to play out in the courts in deciding what is ‘commercial,’” Brown said.  “I would not be surprised if this was challenged.” As the law is enforced, Brown says, we will have more guidance on what is considered “commercial” under the Act.

Compliance with the anti-spam aspects of CASL encompasses three broad categories:

1. Prior consent – defined as either express or implied.  Both are acceptable for all situations and of equal value.  (Implied does expire, though.)
   
   a.    Express: Must include clear notice and the provision of a set of prescribed info from subscribers when providing consent.   The owner or any authorized user of the email address must give the consent.
   b.    Implied:  The Act deems implied consent when there is an existing business relationship (e.g.: a customer who has purchased in the past two years, or if there is a contract or a subscription which has been active in the past two years.)
   c.    Once consent is implied (e.g.: a purchase), you generally have two years to send messages in compliance (or obtain an express opt in).  An express consent never expires, and is valid until the individual withdrawals consent.
2. Information
   
   a.    Must include contact information for the sender and the subscriber.  It is not clear in the law what this must include.
   b.    Regulations are expected to define this further.
3. Unsubscribe
   
   a.    An unsubscribe opportunity must be provided in all messaging and be available for  60 days post delivery.
   b.    Unsubscribe requests must have no cost, and use the same means by which the message was sent (unless impractical), either via replyto: or a link.
   c.    Must be processed “without delay” (and within 10 days) with no messages sent after the request.  This aspect may also be defined further with regulation.  “Senders must be able to demonstrate that you put forth a best effort to act on unsubscribe requests quickly, with the intent to stop messages,” Brown advises.

CASL was created with both public and private enforcement opportunity.  The Canadian Radio & Telecommunications Commission (CRTC) is charged with enforcement.  This is a civil enforcement agency, there are no criminal provisions.  There is a private right of action available to any individual impacted.

Right now, the law is not in force.  It was passed in December 2010 and regulations were published for comments this past summer. The Government is still working through those comments (there were many!).  No timetable is published for a second set of regulations; however Brown expects something by early 2012.   The government is also setting up a Spam Reporting Center, which will be a website to gather evidence and monitor trends as well as provide consumer education.


In preparation for enforcement, Brown recommends three primary areas for marketers and senders:

1. Check your lists. Do you have consent – and evidence of consent?  The burden is on the sender to prove consent.
2. Check location of subscribers where possible.  The law doesn’t care what the domain of the address is, or if the sender has a clue where the recipient is.  If the message is received on a computer in Canada then it applies.  If a sender does make an attempt to gather this data, This may be a factor in exercising the due diligence defense, where no one can be charged if they have shown due diligence to comply.  “Be sure you have a business objective in NOT complying with the Canadian legislation,” Brown says.  Note that reconfirmation of some permission grants may be necessary.
3. Watch for regulations re: content of messages. The regulations will clarify the information required when obtaining consent as well as when sending a message.

As with any legislation, the devil is in the details.  The Email Experience Council recommends that you have legal counsel review the law and determine the next best steps for your organization. In the webinar, Brown gave his thoughts on some key business issues and applications:

• Liability of service providers.  Telecom/ISPs are generally going to be exempt from liability under the anti-spam provisions where they merely provide the telecommunications service allowing the message to be delivered. However, it’s not clear if this applies to email delivery service providers.  “If you are merely providing a ‘do it yourself’ service and the customer manages the list and the unsubscribe, then it may be that the delivery provider is covered under the Telco exemption,” Brown says.  “This may be different if you offer a full service offering.”
• Ownership of the message, for example, placing ads in an editorial newsletter or providing the name of the email delivery vendor in the message itself is not directly addressed in the law.  “In my view it doesn’t make sense from any perspective to say that the ESP is sending on your behalf, for example identifying the ESP in the message,” Brown says.  There were a number of comments on this as the regulations were reviewed this past summer, and Brown hopes that some clarity will be offered in future revisions.
  1. This brings out the question of where an agency or service provider is vulnerable by trusting their client.  If the agency or ESP sends unsubscribe data to the sender, is the agency responsible if the client doesn’t take action?  “The law is broad, so if you are aiding or causing company to avoid compliance, then you are potentially responsible.  The way to manage risks like this is to inform your customers of their obligations, make sure you have the appropriate language in your agreements, and ensure the relationship agreements are clear who is taking responsibility for managing unsubscribes requests,” Brown advises.
• Transactional messages.  The legislation does not refer to “transactional” messages.   The law does cover some types of messages that could be considered transactional (e.g.: service notices or warranty information).    The law states that these types of messages require an opt out.  “This somewhat confuses the issue, by listing out messages that, in many cases, are likely not commercial electronic messages and therefore not covered by the Act to begin with,” Brown explained.
•   Point of Sale.  What if you ask verbally for consent at the POS?  Brown says that the original draft regulations from the summer declare that consent must besought in writing only.    However, this may be removed based on the amount of comments against it. “I would like to think that if you are entering this into a system form, and there is a date stamp, that this would meet the evidentiary burden under CASL,” he says.
  
  1. There is no legal requirement to send a follow up message, but “It’s always good idea to remind people of their subscription and why they have provided consent.  It’s more of a relationship issue than a compliance issue,” Brown says.
•  Is list rental dead?   A properly compiled permission based list is quite valuable, and the law does not forbid the rental of them.  “It’s not dead, but CASL places a higher onus on list owners and senders to make sure it’s done properly,” Brown says.
  1. The act of appending is not covered under CASL. It is likely covered under privacy laws, particularly if you are making changes to PII footprint without consent.  There may be some situations where appending data is allowed under CASL.   If you have a business relationship – e.g. purchases in the past year – then this append may be in compliance with the CASL legislation.
• Mobile Access.  No one anticipates that certain one-off situations will be covered under CASL (e.g.: a US citizen goes to a coffee shop in Toronto and checks his Gmail account).  Brown expects that the government also did not intend to the law to apply to Blackberry users worldwide when accessing email (e.g., through RIM servers located in Canada).   “I think the intention is not to apply the legislation so broadly,” he said.  It’s not clear how data centers for companies that are not Canadian based will be treated – although Brown expects that they will need to comply just as if the entire company was based in Canada. Messages sent from those centers will be “Canadian” under this law.

Many thanks to Shaun Brown and nNovation LLP for an excellent presentation and generous review of so many audience questions. nNovation LLP is a pre-eminent Canadian law firm that advises companies, industry associations and other private and public sector parties in their business relationships and practices, and in connection with a broad range of Canadian regulatory regimes. With several years of experience both in the public and private sectors, Shaun’s practice focuses on emarketing, ecommerce, privacy, and access to information.   

Thanks also to the eec's Deliverability & Compliance Roundtable, led by Matt Rausenberger of Return Path and Dennis Dayman of Eloqua, for sponsoring and organizing this event.

If you are not an Email Experience Council member, please join us for free access to these kinds of event and resources.  If you are a member and would like to join one of our member Roundtables (committees), please email Ali.


- Stephanie Miller
eec Co-Chair

The eec hosted a webinar this month highlighting the role of video in email.  Luke Glasner of Red Pill Email moderated and Justin Foster of LiveClicker and Rory Carlyle of Carlyle, Inc. contributed to the panel discussion.  The audience was engaged throughout as we learned about video email best practices, case studies, and technical requirements to achieve strong deliverability with video in email.  Download the webinar recording.

Top 10 takeaways from video email webinar:

1.  Video is a growing trend that email marketers need to pay attention to.  Video viewing time increased 26% year-over-year in the USA from August 2010 to August 2011.  180 million people, or 86% of the US Internet audience, viewed online video in August of 2011, according to comScore.  Marketers are taking notice, with video ad spend projected to increase 22% from 2011 to 2012 (eMarketer).  An August 2011 report by Forrester Research showed online video was perceived as the channel most poised to increase in effectiveness over the next three years by interactive marketers, behind only mobile marketing and created social media.

2.  Using video for video's sake is not a good enough reason to use video with email.  Marketers need to decide whether the application of video creates additional value for subscribers before deciding to employ this tactic.  Simply using video because it is "cool" is not a good enough reason; marketers need to first consider whether the storytelling power of video can be used to more effectively entertain, engage, or excite subscribers, build trust, stir the imagination, or persuade the subscriber to take an action vs. other techniques.

3.  Video is proven to be an effective tactic to boost email campaign performance, but only when best practices are applied.  Simply using the word "video" in the subject line of email has been demonstrated to help achieve increases in open rates of up to 20% vs. an identical message body without the word "video" in the subject line.  Video in email examples illustrated a 200% increase in CTR in a controlled A/B split in one example, 67% higher CTR v. average campaigns in another.  Still, if best practices are not used, video can annoy subscribers, distance marketers from subscribers, and even drive up negative metrics like unsubscribe rates.

4.  Video does not alter the fundamental rules of smart email email marketing. Relevance still rules.  Marketers need to think about who to engage with video; use of past clickthrough data, web analytics data, or customer demographic data are all possible sources of valuable targeting information.  Knowing which subscribers have watched video in the past can be especially helpful when developing segments for video email.

5.  Video production does not need to be difficult or expensive; marketers can make it so.  There are several techniques that can be used to minimize the amount of time required to generate videos for campaigns, such as: 1) use existing content developed in-house or by partners (just make sure you have permission) 2) If your brand is tolerant, carefully assess the production values you really need to accomplish the goal of the campaign.  It is possible to create HD video content in-house, with a full camera setup and set, for $4,000 - $5,000.  Hiring a professional or an agency is also an option, but many marketers make the mistake of thinking that video has to be expensive, when in reality video is only expensive when the marketer's production requirements make it so.

6.  Choosing which technique to use for leveraging video "in" email is a creative and cost decision.  Period.  There are benefits and drawbacks of each method of including video in email.  Concerns over deliverability, campaign send speed, or mail client support should not dictate the decision of "in" or "with" because technologies exist in the market to detect what email client a subscriber is using, and then automatically serve a compatible version of the video asset, animated .GIF video, or still image directly in the email based on what the mail client supports.  If a marketer has a creative aversion to using any of these creative treatments, it is easy to exclude the use of that treatment without having to cut the list.  Further, deliverability concerns can be alleviated simply by employing best practices in coding email messages.

7.  If using video in email, internal education is key.  Not all mail clients support full video in email, including Outlook 2007 and Outlook 2010.  If you use one of these programs at your place of work, consider setting internal expectations so that stakeholders know what to expect.  While video in email support is not yet consistent across mail clients, as of June 2011 an "average" B2C marketer could expect to deliver "full" video in email to approximately 37% of the list, animated .GIF video to 50% of the list, and static image to 13% of the list.  Your results will vary based on your list's composition.

8.  Email marketers need to treat video as more than a "one off" experiment.  Since we belong to a metrics-focused industry, many email marketers choose to "one off" test video in email to see if it "works."  This is a terrible mistake because it does not allow the marketer to understand what about the video is driving results.  There are many different types of video content; some videos will work better than others.  Therefore, it is important when testing video to at minimum test over a series of campaigns (I recommend at least 3).  Only by looking at video in the context of several campaigns will marketers begin to discover what works and doesn't work for the brand.

9.  Know the lead times involved.  Most email marketers have not used video with email before.  If it's your first time, consider planning the video a full two months prior to the campaign launch.  Since video requires different techniques and tools to create and encode, try to give yourself a buffer and a Plan B far in advance.  If you already have access to video content, plan on adding an additional three to four hours per campaign for any testing or troubleshooting.

10.  Follow best practices.  Among them: 1) set the subscriber's expectation for video by calling the video out in the subject line (this is especially important for animated .GIF videos, which auto-play)  2) Use a "play" button in the video "player" to signal the subscriber can play the video.  3) Highlight in the email what "happens" when the video is clicked.  Because watching a video requires the subscriber to invest his scarce time, it is important to communicate the value you are promising up-front to prevent disappointment 4) Serve a "right click to play" message as the first frame of the video for Hotmail users (because player controls aren't supported yet in Hotmail) 5) Keep animated .GIF videos to 30 seconds or less.  Since animated .GIF videos don't support sound, they are most effective as "teaser" content.

BONUS TAKEAWAY:  Be clear with your campaign goals up front and do not over-hype or over-promise results.  Video email is still new and best practices are still emerging.  In my experience, the marketers that have gone on to be most successful with video email are those who took the time to learn about video in email, took the time to educate their managers and peers, and treated video email as an "experiment."  If you promise the moon, you'd at least better be able to jump off the ground.