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The Tricks and Traps of
 Lead-Gen Conversion
      Jeremy W. Leonard
      SVP Strategy & Operations
             MediaWhiz

              #convcon            @MediaWhizLLC
About MediaWhiz
Integrated digital media agency
Combine performance marketing,
technology and digital-media expertise
Help brands acquire customers more
profitably
Part of Hyper Marketing agency network


         #convcon            @MediaWhizLLC
About MediaWhiz
ADVERTISING AGE
#11 U.S. Search
Marketing Agency

TOPSEOs.COM:
Top-10 Best U.S. SEO
Agencies

ADVERTISING AGE
#21 U.S. Digital Network



                   #convcon   @MediaWhizLLC
About MediaWhiz
SEARCH                       DISPLAY                           AFFILIATE
Efficiency. Growth.          Efficiency and scale via top-     Targeted, high-quality leads
Reputation. PPC, SEO, SEM,   ranked ad network. >2 billion     with top-ranked affiliate
ORM and link-building        impressions per month.            network MonetizeIt.
services.

SOCIAL MEDIA                 EMAIL                             DATA
Profitable consumer          Targeted engagement and
engagement via measureable   relevance for proven ROI.
                                                               ACQUISITION
social media marketing                                         Targeted reach to 350M
campaigns.                                                     consumers.

                             TEXT LINK ADS
                             Increase organic search traffic
                             with link-building options.


                                    #convcon                            @MediaWhizLLC
Lead Gen Conversion Issues
•   Call-to-action must be clear
•   Short-form vs. long-form decisions
•   Mobile options are essential
•   Quality vs. quantity of consumer traffic must be considered
•   Downstream client KPIs are essential
•   Final quality feedback loop with client




                                #convcon                   @MediaWhizLLC
Specific Challenges
• Lead gen provides financial incentives to drive fraudulent traffic to
  sites
• How to create sites that convert well and separate good traffic from
  bad traffic
• Understanding consumers’ mindset more critical than ever




                               #convcon                    @MediaWhizLLC
Typical Verticals that Challenge Lead Gen
• Will be looking at:
   o   Education
   o   Payday
   o   Auto Insurance
   o   Navigation
   o   Client obstacles
   o   Proper mobile implementation of these instances


                              #convcon                   @MediaWhizLLC
Education Specific Challenges
• Site leads must convert to student enrollment
    o Education is a “considered” purchase
• Typical site traffic lead to enrollment KPI is 90 days
• Call centers become a critical component in lead qualification and
  conversion
• Essential to stay on top of Call Center experience
    o Ensures client doesn’t have 90 days of poor quality traffic in the
      pipeline


                                   #convcon                      @MediaWhizLLC
Two Types of Form Field Navigation




               #convcon     @MediaWhizLLC
Case Study: Liberty University
                       • Poorly laid out sight with “auto
                         advance” navigation
                           • Text heavy
                           • In spite of:
                                • Poor call-to-action
                                • Small video imbed
                                • Text heaviness
                                • Color scheme that
                                    blends Action in with
                                    frame
                           • Conversions were 63%
                             higher than with standard
                             form

            #convcon                    @MediaWhizLLC
Case Study: Liberty University
                       • Approached the site with
                         more engaging graphics
                       • Made “auto advance”
                         navigation a contrasting
                         color with rest of the site




            #convcon                 @MediaWhizLLC
Case Study: Liberty University
                       • Every time a selection is
                         made on navigation shield,
                         the graphics slide to the left
                       • The navigation advances one
                         further step




            #convcon                 @MediaWhizLLC
Case Study: Liberty University
                       • Better designed, better laid
                         out site
                       • Contrasting call-to-action
                       • User is “invested” by the
                         time she reaches final page
                       • Site performed 17% worse
                         than text-heavy version
                       • Currently testing with fewer
                         graphics that pull the eye
                         away from lead form




            #convcon                @MediaWhizLLC
Case Study: Bryant & Stratton
                       • Nicely performing EDU
                         landing page
                       • Conversion to Call Center:
                         18.7%
                       • Focused on Criminal Justice
                           • Visuals match
                              consumer traffic
                           • Pre-selected degree
                              field
                       • Imbedded Video
                       • Regulatory issues prevent
                         stronger call-to-action
                       • How to “go mobile”?
            #convcon                  @MediaWhizLLC
Case Study: Bryant & Stratton
              Mobile Options
              • Code site so it auto sizes for screen size
              • Pros:
                  • Prioritize elements to display in
                     any order
                  • Displays in long vertical rather
                     than horizontal scroll
                  • Captures some organic mobile
              • Cons:
                  • Sacrifice strong visuals
                  • Poor navigation
                  • No need for dedicated mobile site


            #convcon                          @MediaWhizLLC
Case Study: Bryant & Stratton
              Preferred Method: Code site so it looks
              like an app
              • Pros:
                    • Consumers prefer apps to mobile
                       websites
                    • Maximize smartphone navigation
                    • Integrate “Click to Call” feature
                    • Still capable of presenting rich
                       content in mobile site
                    • Conversions increased 517% over
                       basic mobile site
              • Cons:
                    • Spend money on dedicated mobile
                       site
            #convcon                           @MediaWhizLLC
Case Study: Bryant & Stratton
              Faux App Method
              • Allows rich content to load in
                 background slower than foreground
                 load
              • Fewer abandonments for load-time
                 issues
              • Provides potential consumers with
                 easily controllable video endorsements
              • Navigation remains consistent across all
                 pages
              • “Click to Call” remains consistent across
                 all pages


            #convcon                         @MediaWhizLLC
Case Study: Bryant & Stratton
              Additional Issues to Consider
              • Pros:
                  • No flash or HTML 5 required
                  • Additional content easily created
                     as compared to app and app
                     upgrade
                  • After consumer leaves phone
                     number or presses “Click to Call”
                     SMS becomes valid method of
                     CRM
              • Cons:
                  • Spend money on dedicated mobile
                     site
            #convcon                      @MediaWhizLLC
Long-Form Challenges
• Payday is one of the toughest “long-form” challenges
   o 19 questions
   o Highly sensitive information (SS#, bank account #, etc.)
   o Lenders determine field values
        o Form field validation is critical
   o Multi-variant testing on fields is limited
• What worked best: 2 pages or 8 pages?
   o Best practices: More pages with strong navigation feedback should convert
     best
   o Fewer pages with high number of questions would scare off consumers

                                          #convcon                 @MediaWhizLLC
Case Study: Rescue Cash
                    • Navigation
                       • Bread crumbs
                       • Macro level visibility
                       • Additional info easily
                          found
                    • Results
                       • First-page bounce rate:
                          48%
                       • Overall completion rate:
                          23%
                       • Abandonment after 1st
                          page — consistent
                          across remaining pages
         #convcon                @MediaWhizLLC
Don’t forget that Google doesn’t like “auto-
       chat” and may delist your site




                   #convcon           @MediaWhizLLC
Case Study: Rescue Cash
                    • Navigation
                       • No bread crumbs
                       • Macro level visibility
                       • Additional info not
                          easily found
                    • Results
                       • First-page bounce rate:
                          19%
                       • Overall completion rate:
                          47%




         #convcon                @MediaWhizLLC
Case Study: Rescue Cash
                    • Conclusions that we drew:
                       • These consumers are highly
                          motivated – they want
                          money
                       • When they can see all of
                          the questions at a single
                          glance, they can collect the
                          necessary information for
                          form completion
                       • The likely optimal length is
                          probably between 2 & 8
                          pages. We are still testing.


         #convcon                   @MediaWhizLLC
Case Study: The Auto Insurance Scout
                          • How hard could a “zip submit”
                            be?
                          • Only two fields:
                              • Radio button: “Are you
                                 currently insured?”
                              • Zip Code field
                          • Expected ~8% conversion rate
                          • 3% conversion rate
                          • Used “happy shiny people”
                          • Used “logos” of our insurance
                            lead buyers
                          • Put in the “three steps”

               #convcon                      @MediaWhizLLC
Case Study: The Auto Insurance Scout
                          • Substituted a car for people
                          • Put zip submit on left side of page
                          • Put logos on right side of page
                          • Added additional text around
                            process
                          • All to no avail ...




               #convcon                       @MediaWhizLLC
Case Study: The Auto Insurance Scout
                          • Then put zip field first with
                            cursor defaulting to field
                          • Auto-populated “insured”
                            question with a “yes”
                          • Conversion rates jumped by
                            275%
                          • Sometimes the answer is staring
                            you in the face




               #convcon                     @MediaWhizLLC
Case Study: Home Depot
                    • What to do when client’s legal
                      team designs landing page?
                    • Time for A/B testing with legal
                      approval
                    • Version 1 from legal team:
                        • Call-to-action is “request”
                        • No sense of urgency
                        • Covers everything from
                           repair to maintenance




         #convcon                     @MediaWhizLLC
Case Study: Home Depot
                    • “B” version included small
                      badge for “special financing
                      same as cash”
                        • This should be the real
                           sense of urgency
                    • Moved customer rating higher
                      on page
                    • Included names of top
                      manufacturers to lend further
                      credibility
                    • Conversions improved 61%
                    • Legal approved as Version “A”


         #convcon                    @MediaWhizLLC
Case Study: Home Depot
                  • Continued to A/B test with Legal
                    permission
                  • “Special financing for 12
                    months” is now clearer
                      • Not large enough, in our
                          opinion
                  • Introduced tag line that
                    referenced “deal”
                  • Call-to-action is now “Get A
                    FREE Consultation.”
                  • Included consumer information
                    around maintenance and
                    financial savings
                  • Conversions improved
         #convcon   additional 44%      @MediaWhizLLC
Finally, always              • Use automated tools to check
                               for obvious offenders
  remember                   • Foreign traffic masked by U.S.
                               proxy servers
    quality                  • Unusual spikes in traffic
                                 o Always check referring URL
                                    reports:
                                 o Typically a sign of bot
                                    traffic
                             • Make sure traffic comes from
                               expected source
                                 o Search traffic is not actually
                                    masked email traffic



                  #convcon                         @MediaWhizLLC
Talk to Clients About KPIs
• Downstream KPIs
   o   Leads to call center conversions
   o   Call center conversions to information packets
   o   Info packets to “sales”
   o   Return rates
   o   Optimize sites and traffic around all of these KPIs




                                 #convcon                    @MediaWhizLLC
Questions?


   #convcon   @MediaWhizLLC
CONTACT
 JEREMY LEONARD
SVP, STRATEGY & OPERATIONS
        MEDIAWHIZ

       @MediaWhizLLC
  jleonard@mediawhiz.com




         #convcon            @MediaWhizLLC

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MediaWhiz POV: Conversion Optimization for Lead-gen Paths

  • 1. The Tricks and Traps of Lead-Gen Conversion Jeremy W. Leonard SVP Strategy & Operations MediaWhiz #convcon @MediaWhizLLC
  • 2. About MediaWhiz Integrated digital media agency Combine performance marketing, technology and digital-media expertise Help brands acquire customers more profitably Part of Hyper Marketing agency network #convcon @MediaWhizLLC
  • 3. About MediaWhiz ADVERTISING AGE #11 U.S. Search Marketing Agency TOPSEOs.COM: Top-10 Best U.S. SEO Agencies ADVERTISING AGE #21 U.S. Digital Network #convcon @MediaWhizLLC
  • 4. About MediaWhiz SEARCH DISPLAY AFFILIATE Efficiency. Growth. Efficiency and scale via top- Targeted, high-quality leads Reputation. PPC, SEO, SEM, ranked ad network. >2 billion with top-ranked affiliate ORM and link-building impressions per month. network MonetizeIt. services. SOCIAL MEDIA EMAIL DATA Profitable consumer Targeted engagement and engagement via measureable relevance for proven ROI. ACQUISITION social media marketing Targeted reach to 350M campaigns. consumers. TEXT LINK ADS Increase organic search traffic with link-building options. #convcon @MediaWhizLLC
  • 5. Lead Gen Conversion Issues • Call-to-action must be clear • Short-form vs. long-form decisions • Mobile options are essential • Quality vs. quantity of consumer traffic must be considered • Downstream client KPIs are essential • Final quality feedback loop with client #convcon @MediaWhizLLC
  • 6. Specific Challenges • Lead gen provides financial incentives to drive fraudulent traffic to sites • How to create sites that convert well and separate good traffic from bad traffic • Understanding consumers’ mindset more critical than ever #convcon @MediaWhizLLC
  • 7. Typical Verticals that Challenge Lead Gen • Will be looking at: o Education o Payday o Auto Insurance o Navigation o Client obstacles o Proper mobile implementation of these instances #convcon @MediaWhizLLC
  • 8. Education Specific Challenges • Site leads must convert to student enrollment o Education is a “considered” purchase • Typical site traffic lead to enrollment KPI is 90 days • Call centers become a critical component in lead qualification and conversion • Essential to stay on top of Call Center experience o Ensures client doesn’t have 90 days of poor quality traffic in the pipeline #convcon @MediaWhizLLC
  • 9. Two Types of Form Field Navigation #convcon @MediaWhizLLC
  • 10. Case Study: Liberty University • Poorly laid out sight with “auto advance” navigation • Text heavy • In spite of: • Poor call-to-action • Small video imbed • Text heaviness • Color scheme that blends Action in with frame • Conversions were 63% higher than with standard form #convcon @MediaWhizLLC
  • 11. Case Study: Liberty University • Approached the site with more engaging graphics • Made “auto advance” navigation a contrasting color with rest of the site #convcon @MediaWhizLLC
  • 12. Case Study: Liberty University • Every time a selection is made on navigation shield, the graphics slide to the left • The navigation advances one further step #convcon @MediaWhizLLC
  • 13. Case Study: Liberty University • Better designed, better laid out site • Contrasting call-to-action • User is “invested” by the time she reaches final page • Site performed 17% worse than text-heavy version • Currently testing with fewer graphics that pull the eye away from lead form #convcon @MediaWhizLLC
  • 14. Case Study: Bryant & Stratton • Nicely performing EDU landing page • Conversion to Call Center: 18.7% • Focused on Criminal Justice • Visuals match consumer traffic • Pre-selected degree field • Imbedded Video • Regulatory issues prevent stronger call-to-action • How to “go mobile”? #convcon @MediaWhizLLC
  • 15. Case Study: Bryant & Stratton Mobile Options • Code site so it auto sizes for screen size • Pros: • Prioritize elements to display in any order • Displays in long vertical rather than horizontal scroll • Captures some organic mobile • Cons: • Sacrifice strong visuals • Poor navigation • No need for dedicated mobile site #convcon @MediaWhizLLC
  • 16. Case Study: Bryant & Stratton Preferred Method: Code site so it looks like an app • Pros: • Consumers prefer apps to mobile websites • Maximize smartphone navigation • Integrate “Click to Call” feature • Still capable of presenting rich content in mobile site • Conversions increased 517% over basic mobile site • Cons: • Spend money on dedicated mobile site #convcon @MediaWhizLLC
  • 17. Case Study: Bryant & Stratton Faux App Method • Allows rich content to load in background slower than foreground load • Fewer abandonments for load-time issues • Provides potential consumers with easily controllable video endorsements • Navigation remains consistent across all pages • “Click to Call” remains consistent across all pages #convcon @MediaWhizLLC
  • 18. Case Study: Bryant & Stratton Additional Issues to Consider • Pros: • No flash or HTML 5 required • Additional content easily created as compared to app and app upgrade • After consumer leaves phone number or presses “Click to Call” SMS becomes valid method of CRM • Cons: • Spend money on dedicated mobile site #convcon @MediaWhizLLC
  • 19. Long-Form Challenges • Payday is one of the toughest “long-form” challenges o 19 questions o Highly sensitive information (SS#, bank account #, etc.) o Lenders determine field values o Form field validation is critical o Multi-variant testing on fields is limited • What worked best: 2 pages or 8 pages? o Best practices: More pages with strong navigation feedback should convert best o Fewer pages with high number of questions would scare off consumers #convcon @MediaWhizLLC
  • 20. Case Study: Rescue Cash • Navigation • Bread crumbs • Macro level visibility • Additional info easily found • Results • First-page bounce rate: 48% • Overall completion rate: 23% • Abandonment after 1st page — consistent across remaining pages #convcon @MediaWhizLLC
  • 21. Don’t forget that Google doesn’t like “auto- chat” and may delist your site #convcon @MediaWhizLLC
  • 22. Case Study: Rescue Cash • Navigation • No bread crumbs • Macro level visibility • Additional info not easily found • Results • First-page bounce rate: 19% • Overall completion rate: 47% #convcon @MediaWhizLLC
  • 23. Case Study: Rescue Cash • Conclusions that we drew: • These consumers are highly motivated – they want money • When they can see all of the questions at a single glance, they can collect the necessary information for form completion • The likely optimal length is probably between 2 & 8 pages. We are still testing. #convcon @MediaWhizLLC
  • 24. Case Study: The Auto Insurance Scout • How hard could a “zip submit” be? • Only two fields: • Radio button: “Are you currently insured?” • Zip Code field • Expected ~8% conversion rate • 3% conversion rate • Used “happy shiny people” • Used “logos” of our insurance lead buyers • Put in the “three steps” #convcon @MediaWhizLLC
  • 25. Case Study: The Auto Insurance Scout • Substituted a car for people • Put zip submit on left side of page • Put logos on right side of page • Added additional text around process • All to no avail ... #convcon @MediaWhizLLC
  • 26. Case Study: The Auto Insurance Scout • Then put zip field first with cursor defaulting to field • Auto-populated “insured” question with a “yes” • Conversion rates jumped by 275% • Sometimes the answer is staring you in the face #convcon @MediaWhizLLC
  • 27. Case Study: Home Depot • What to do when client’s legal team designs landing page? • Time for A/B testing with legal approval • Version 1 from legal team: • Call-to-action is “request” • No sense of urgency • Covers everything from repair to maintenance #convcon @MediaWhizLLC
  • 28. Case Study: Home Depot • “B” version included small badge for “special financing same as cash” • This should be the real sense of urgency • Moved customer rating higher on page • Included names of top manufacturers to lend further credibility • Conversions improved 61% • Legal approved as Version “A” #convcon @MediaWhizLLC
  • 29. Case Study: Home Depot • Continued to A/B test with Legal permission • “Special financing for 12 months” is now clearer • Not large enough, in our opinion • Introduced tag line that referenced “deal” • Call-to-action is now “Get A FREE Consultation.” • Included consumer information around maintenance and financial savings • Conversions improved #convcon additional 44% @MediaWhizLLC
  • 30. Finally, always • Use automated tools to check for obvious offenders remember • Foreign traffic masked by U.S. proxy servers quality • Unusual spikes in traffic o Always check referring URL reports: o Typically a sign of bot traffic • Make sure traffic comes from expected source o Search traffic is not actually masked email traffic #convcon @MediaWhizLLC
  • 31. Talk to Clients About KPIs • Downstream KPIs o Leads to call center conversions o Call center conversions to information packets o Info packets to “sales” o Return rates o Optimize sites and traffic around all of these KPIs #convcon @MediaWhizLLC
  • 32. Questions? #convcon @MediaWhizLLC
  • 33. CONTACT JEREMY LEONARD SVP, STRATEGY & OPERATIONS MEDIAWHIZ @MediaWhizLLC jleonard@mediawhiz.com #convcon @MediaWhizLLC