• ACT Act Technique: Website “Quick Wins” analysis
  • Act Technique: Google Analytics customization review
  • Act Technique: Content marketing audit: Gap Analysis review using the content marketing matrix
  • Act Technique: Organisational content marketing maturity review
  • CONVERT
  • ENGAGE Engage Technique: Assessing customer engagement
  • Engage Technique: Improving customer loyalty and retention
  • Digital strategy workbook




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    1. Search Marketing


    • SEO




    • Pay-per-click/AdWords
















    2. Online PR


    • Outreach




    • Community
















    3. Online partnership


    • Affiliate marketing




    • Sponsorship




    • Contra-deals with complimentary sites or brands
















    4. Display advertising


    • Site-specific media buys




    • Ad networks




    • Social media ads




    • Remarketing
















    5. Opt-in email (for acquisition)


    • Rented permission-based list




    • Third party newsletter ads




    • Ads in Enewsletters


    6. Social media marketing





    • Social media ads












    The next visualization of media effectiveness is recommended for comparing individual techniques and alternatives placements/content partners.







    Least effective media techniques
    (Volume of visits/leads/sales)



    Most effective media techniques
    (Volume of visits/leads/sales)



    Highest media

    investment


    Poor value methods







    Increase efficiency







    Lowest media investment


    Slow and steady










    Star Performers










    ACT

    Act Technique: Website “Quick Wins” analysis


    Purpose: To identify “Quick Wins” to improve interactions and conversion with a site based on where visitors are arriving, common footfall and CTA improvements.

    Instructions: Complete a brief review of Google Analytics as described in our Using GA to improve results guide to identify improvements to increase interaction and conversion.


    Action / scent trail

    Relevance

    to our

    business

    Evaluation of current site/social platform:

    • Clear scent trail / Call-to-action (CTA)

    • Above the fold

    Run-of-site

    Recommended improvements:

    Site landing page analysis (GA). Which site sections and page drive most visits? How can they be enhanced to generate more interactions?









    Forward path analysis (GA). What are the most common customer journeys for main page types (e.g. home page). How can CTAs and messaging be changed to make more effective.









    Reverse path analysis (GA). Which pages currently generate most leads and sales. How can these be enhanced.










    Browse paths. Which categories or products are most commonly browsed (use GA content drilldown to evaluate footfall in different site sections).









    Search mode. Which search types are most important. Which convert to sale.









    View promo. Which content or offer promotions panels are most important?









    Where-to-buy/How to buy? Is this clearly visible (important for non-Ecommerce sites)









    Register for Enewsletter. How can this be increased by increased visibility or pop-ups.










    Sign-up for trial (SaaS). How effective is Home, blog section in achieving signups?










    Share to social. How can social media sharing be enhanced by placement or type of widget.









    Segment analysis (GA). Repeat analysis for different segment types e.g. New visits, visits from SEO, etc to identify CTA effectiveness.











    Act Technique: Google Analytics customization review



    Purpose: To assess the effectiveness of site interactions it’s essential that GA is customized for the business and more advanced techniques like segmentation are used for assessing different audience behaviours.

    Instructions: Review the Google Analytics guide or Google Analytics Setup audit to assess current and implement customization improvements.

    1. Goal setup


    Review the range of goals, how grouped, where value set up, with funnels where relevant.
    Examples:

    • Email sign-up

    • Setup account on site

    Ecommerce:



    • Add-to-basket (Event-goal based on clicking Add-to-cart)

    • Sale complete



    2. Advanced segments?


    Review importance of some standard segments:

    • New visitors vs returning visitors

    • Non-paid search (SEO traffic)

    • Mobile

    Review relevance of non-standard segments



    • Non-brand search (paid or natural)

    • Smartphone vs Tablet

    • Visits from email

    • All social media referrals

    • Visit included view of content marketing asset or landing page



    3. Event tracking


    Relevant event types:

    • Carousel/slider on home page

    • Promo call-to-action

    • Content downloaded, e.g. PDF

    • Video played



    4. Custom variables




    Act Technique: Content marketing audit: Gap Analysis review using the content marketing matrix



    Purpose: To review opportunities to improve content marketing to increase visits, interactions and leads.

    Instructions: Notes on use – mark each in different colour / symbol.

    1. Review current use by brand of content marketing for a specific market or audience type.

    2. Benchmark current use by competitors (direct and out of sector) of content marketing for a specific market or audience type.

    3. Brainstorm potential future use by brand of content marketing for a specific market or audience type.

    4. Prioritise and select most relevant content ideas for future use by brand, e.g. in next marketing campaigns.





    Develop awareness and reach

    Outline how you will use content to increase reach












    Encourage purchase

    Outline how you will use content to encourage purchase









    Using emotional levers

    Outline how you will use content to engage your audience through emotion












    Entertain

    Write down current and/or future content types/examples


















    Inspire

    Write down current and/or future content types/examples


















    Using rational arguments

    Outline how you will use content to explain features and benefits of your product and service












    Educate

    Write down current and/or future content types/examples


















    Convince

    Write down current and/or future content types/examples

















    See http://bit.ly/smartercontent to view full infographic of matrix.

    Act Technique: Organisational content marketing maturity review



    Purpose: To review and then improve the drivers/levers for effective content marketing since this is at the heart of effective digital marketing.

    Instructions: Consider these categories of organizational People, Process or Tools that may be holding back your content marketing.


    Assessment

    Assessment: 0-5


    Summary of current approach

    Recommended improvements

    Organisational structure











    Internal resources











    External resources











    Measurement











    Education














    CONVERT

    Convert Technique – CRO capability review



    Purpose: To identify improvements to process, people and tools for how CRO is managed.

    Instructions: Review current capabilities for CRO using the table below


    Optimisation
    Maturity stage


    Business contribution

    reporting

    Campaign

    performance

    Site
    optimisation


    Voice of customer

    Your assessment













    1 Initial

    Ad-hoc review of traffic volumes and outcomes

    Ad-hoc post-campaign review of performance

    Ad-hoc review of page popularity and conversion

    Ad-hoc collection of customer feedback

    2 Managed

    Regular actionable structured review

    Actionable review of campaign efficiency
    during campaign

    Defined outcomes reviewed for different referrer segments

    Regular surveys and monitoring customer conversations

    3 Defined

    Actionable review against target

    Multichannel influence reviewed

    AB page testing

    Micro-conversion review



    Actionable review of customer conversations

    4 Quantitative

    Review involves
    drill-down to ROI performance of assets

    Micro-analysis of conversion quality

    Review of referrer attribution



    Page portfolio review

    Multivariate testing of key pages



    Structured customer satisfaction reporting

    5 Optimizing

    Continual optimisation of targets given performance

    Real-time optimisation during campaign

    Real-time personalisation based on context

    Closed-loop reporting informing NPD and service quality



    ENGAGE

    Engage Technique: Assessing customer engagement



    Purpose: To review and select the most relevant measures of customer engagement from those covered

    Instructions: Assess which of these methods are currently used to assess online customer engagement and how they can be improved.
    1. The Forrester 4Is?


    2. E-loyalty - latency and hurdle rates, e.g. percentage of customers or subscribers who are 90 day active?


    3. Value-based segmentation: Current against future value?


    4. Cohort analysis – most relevant for subscription services or systems requiring login.


    5. Net Promoter Score



    6. Avinash Kaushik’s social platform measures



    Engage Technique: Improving customer loyalty and retention



    Purpose: To review and then improve the drivers/levers for effective customer engagement and loyalty.

    Instructions: Consider these categories of organizational People, Process or Tools that may be holding back your content marketing.


    Customer retention technique

    Assessment: 0-5


    Summary of current approach

    Recommended improvements

    1. Evaluation of customer engagement. Through insight – using the 6 techniques above











    2. Understand the satisfaction gap. Identify the factors which limit satisfaction and so reduce loyalty.











    3. Define customer value proposition. Which combination of products, offers and added-value online services (e.g. community) will be used to encourage future purchase and loyalty.










    4. Define customer targeting and contact strategy. Define targeting and sequence for messages delivered by Marketing Automation across web, mobile, email and social platforms.











    5. Review and improve customer service. Define how customer service and onboarding can be improved to increase satisfaction.










    6. Define advocacy techniques. How can social sharing and member-get-member methods be used to encourage customer acquisition.










    7. Implement and improve marketing automation and customer data.

    Implement a customer loyalty system capable of delivering the strategy defined above.












    For detailed advice on boosting customer loyalty, see our Customer Retention guide.

    You’re now at the end of the workbook! We hope you have found some templates useful for structuring your ideas and creating your plans.
    If you have other requirements for resources or to feedback and ask questions please use our member forum http://www.smartinsights.com/answers/.
    Thanks, Dave Chaffey and the Smart Insights Team.



    Digital Marketing Strategy for



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