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Ge#ng	
  It	
  Right*	
  in	
  Mobile

*Pushing	
  Interac4on	
  Beyond	
  The	
  One-­‐off	
  Model	
  
with	
  2D	
  and	
  QR	
  Codes


Kane	
  Russell,	
  Director	
  of	
  Marke4ng
Waterfall	
  Mobile
Waterfall	
  Mobile	
  and	
  the	
  Msgme	
  Pla9orm




Waterfall	
  Mobile                                               Msgme
 ๏   Founded	
  August	
  2005
                                                                  ๏   Free	
  trial:	
  www.msgme.com
 ๏   Offices	
  in	
  SFO	
  (HQ),	
  NYC	
  &	
  Aus4n
                                                                  ๏   API	
  suite:	
  developer.msgme.com
 ๏   Backed	
  by	
  Vista	
  Equity	
  Partners	
  
                                                                  ๏   Custom	
  applica4on	
  development
 ๏   Cross-­‐channel	
  mobile	
  &	
  social	
  CRM	
  via	
  
                                                                  ๏   Short	
  code	
  provisioning,	
  cer4fica4on	
  &	
  
     SMS,	
  MMS,	
  QR	
  Codes,	
  IVR,	
  Facebook	
  &	
  
                                                                      audit	
  management
     TwiXer
Reference	
  Clients	
  &	
  Brand	
  Campaigns	
  
ObjecAves
๏   The	
  QR	
  Code	
  phenomenon
๏   Evaluate	
  each	
  stage	
  of	
  a	
  QR	
  Code	
  campaign
    -­‐   Designing	
  the	
  code
    -­‐   Developing	
  an	
  effec4ve	
  campaign	
  
    -­‐   Deploying	
  in	
  the	
  marketplace
    -­‐   Delivering	
  ROI
๏   Example	
  campaign
The	
  QR	
  Code	
  Phenomenon
QR	
  Code	
  explosion	
  in	
  the	
  US:	
  
  ๏   1,200%	
  increase	
  in	
  scans,	
  Q3-­‐Q4	
  of	
  2010
      (Mobio	
  Iden4ty	
  Systems)	
  
  ๏   2D	
  Code	
  Scans	
  >	
  1D	
  Code	
  Scans,	
  Q3	
  2010-­‐Q1	
  2011	
  
      (Scanlife	
  Trend	
  Report	
  from	
  Scanbuy)	
  
  ๏   4,549%	
  YOY	
  increase	
  in	
  2D	
  code	
  scanning,	
  Q1	
  2011	
        QR Code linking to
      (Mobile	
  Marketer)                                                              Msgme Twitter feed

  ๏   40%	
  Facebook	
  and	
  TwiXer	
  users	
  have	
  scanned	
  5+	
  
      codes	
  in	
  last	
  year	
  (Mashable)
                                                                                        Did you know?
Why?                                                                                    Adding “.qr” to the
                                                                                        end of bit.ly or goo.gl
  ๏   For	
  consumers:	
  cool,	
  intriguing,	
  easy-­‐to-­‐use	
                    links automatically
                                                                                        generates a QR Code
      connec4on	
  point	
  between	
  physical	
  and	
  digital	
  worlds
  ๏   For	
  brands:	
  data	
  catching	
  marke4ng	
  ROI	
  widget
The	
  QR	
  Code	
  Phenomenon
๏   22%	
  of	
  the	
  Fortune	
  50	
  have	
  already	
  used	
  mobile	
  barcodes	
  (Burson-­‐
    Marsteller)	
  
๏   Blue	
  chip	
  brands	
  using	
  QR	
  Codes	
  span	
  a	
  diverse	
  set	
  of	
  industries




๏   US	
  adop4on	
  of	
  QR	
  Codes	
  lags	
  Japan
    -­‐   Invented	
  in	
  1994;	
  Approved	
  as	
  an	
  Interna4onal	
  Standard	
  in	
  2000


                                                                                         In Japan QR Codes appear not just
                                                                                         on billboards, but also on everyday
                                                                                         items such as consumer packaging
                                                                                         and receipts
EvaluaAng	
  QR	
  Codes

Designing	
  the	
  Code      Developing	
  a	
  Campaign
  ๏   Aesthe4c	
  design       ๏   Scan	
  ac4ons
  ๏   Tes4ng	
  codes          ๏   User	
  engagement


Deploying	
  a	
  CTA         Delivering	
  ROI
  ๏   AXainable	
  audience    ๏   Data	
  capture
  ๏   Dos	
  and	
  Don’ts     ๏   Campaign	
  success
How	
  a	
  QR	
  Code	
  Works




Step	
  One:	
  Marketer	
   Step	
  Two:	
  Marketer	
     Step	
  Three:	
  User	
      Step	
  Four:	
  User	
  
generates	
  QR	
  Code publishes	
  QR	
  Code             downloads	
  /	
  opens	
     scans	
  QR	
  Code	
  
                                                            reader	
  on	
                using	
  reader
                                                            smartphone
Design:	
  AestheAcs
Error	
  CorrecAon	
  Levels
                               QR Codes can be generated with 0%, 10%, 20%
                               or 30% error correction built in, creating more
                               boxes within the code that can be altered for
                               customization.


Density
                               Higher density allows for
                               the storage of more
                               information.



Code	
  Type
                               Various types of 2D codes exist, including Micro
                               QR, Datamatrix, EZ and Microsoft Tag. Depending
                               on code type, look/feel and customization can vary.
Design:	
  TesAng
 Factor	
  AffecAng	
  Scan:   Pi9all	
  to	
  Avoid:	
  

 Loca4on                      Test	
  only	
  on	
  a	
  computer

 Condi4ons                    Test	
  only	
  in	
  broad	
  daylight

 Context                      Test	
  only	
  in	
  an	
  area	
  with	
  cell	
  service

 Distance                     Test	
  only	
  at	
  fixed	
  distances

 Timing                       Test	
  with	
  no	
  regard	
  for	
  4me	
  to	
  scan

 Reader                       Test	
  only	
  using	
  only	
  one	
  reader	
  type

 Camera                       Test	
  only	
  using	
  one	
  smartphone	
  type
Development:	
  QR	
  Codes	
  AcAons
               Can do                                          Can’t do

Web            Open web page on phone’s browser                Execute action on open web page

Phone          Activate operational functions                  Execute operational functions



               Can do                                          Can’t do

Contact Info   Add a vCard (Contact Info) to a user’s device   Save a vCard to a user’s device

Email          Open a pre-populated email                      Send an email

SMS            Open a pre-populated SMS                        Send an SMS

Landing Page   Open & pre-populate (some fields)                Confirm submit on a landing page

Facebook       Open a page where you can “like” content        Automatically “like” a FB Page

QR Codes       Open a web page with a QR Code others           Send QR Code content without
               can scan                                        scan to another phone

Apps           Open a web page and download an app             Download an app automatically

Ringtone       Open a web page to download an mp3              Install mp3 as a ringtone
Development:	
  User	
  Engagement
 Why	
  is	
  this	
  important?
 Consider	
  a	
  back	
  of	
  the	
  envelope	
  ROI	
  calcula4on:	
  your	
  inputs	
  are	
  investment	
  
 amount	
  (I),	
  return	
  (r),	
  and	
  per	
  period	
  discount	
  rate	
  (d).	
  
      ๏   For	
  a	
  campaign	
  strategy:	
  if	
  I	
  =	
  100,	
  R	
  =	
  150,	
  and	
  d=	
  10%,	
  ROI	
  =	
  36.36
      ๏   For	
  a	
  CRM	
  strategy,	
  you	
  have	
  I	
  =	
  120,	
  R	
  =	
  150,	
  d	
  =	
  10%,	
  but	
  also	
  r	
  =	
  30	
  (20%	
  R)	
  

      300
      257
      214
      171
ROI




      129
       86
       43
        0
                0       1        2       3       4       5       6       7        8       9      10 11 12 13 14 15
                                                               # of Engagements

                     QR	
  Codes	
  =	
  Mobile	
  MarkeAng	
  =	
  Customer	
  LifeAme	
  Value	
  Play
Deployment:	
  Audience
Deployment:	
  Audience
40%	
  of	
  the	
  US	
  has	
  a	
  smartphone	
  (Nielsen).	
  
26%	
  of	
  people	
  have	
  used	
  a	
  QR	
  Code	
  (Mashable).	
  

-­‐	
  That’s	
  10.4%	
  of	
  the	
  popula<on	
  that	
  uses	
  QR	
  codes.

                               FeaturePhone                                          SmartPhone


      90%      87%     86%      84%      83%     81%      79%        76%    73%    69%   65%
                                                                                               60%
                                                                                                     55%     51%
                                                                                                     45%     49%
                                                                                               40%
                                                                                   31%   35%
                                                                     24%    27%
                                         17%     19%      21%
               13%     14%      16%
      10%
  2008 Q2                            2009 Q2                           2010 Q2                    2011 Q2

   Source: Roger Entner, Nielsen Wire. “Smartphones to Overtake Feature Phones in U.S. by 2011.” http://bit.ly/jAxhXd
Deployment:	
  Calls	
  to	
  AcAon
๏   4	
  ingredients	
  and	
  a	
  secret	
  sauce:	
  
    -­‐   Incen4ves
    -­‐   Clarity
    -­‐   Compliance
      Strategy
    -­‐
    ✴ Design	
  	
  	
  



You	
  can	
  read	
  the	
  full	
  blog	
  post	
  @	
  blog.msgme.com:	
  
“How to Create a Great Call to Action – 4 Ingredients & A Secret Sauce”
Deployment:	
  Example	
  CTA	
  (not	
  so	
  good)
Deployment:	
  Example	
  CTA	
  (improving)
Deployment:	
  Example	
  CTA	
  (right	
  idea)
Deployment:	
  Example	
  CTA	
  (cleaner)
Delivery:	
  Data	
  Capture
Data    Source      Capabilities                   Limitations

Scans   QR Code     Understand when, where,        No ability to track the actions
        Reader      and how many people            taken by the users, e.g. action on
                    scanned a certain code         a website or if an SMS is sent.

Web     URL         Visibility into how people     Need unique URL per user if you
Pages   Shortener   are interacting with various   want specific user information;
                    web pages                      no insight into phone operations,
                                                   e.g. voice calls or SMS

Phone   Web         Pull data about the person     User must open a web browser
Data                scanning the code, e.g.        to register data; no ability to grab
                    phone type, carrier and IP     phone number automatically
                    address

Phone   Phone       Pull data about tasks          No ability to track web actions or
Tasks               completed by users, e.g.       QR Code scans
                    SMS sent or calls made
Delivery:	
  Campaign	
  Success
As	
  with	
  most	
  things,	
  the	
  liAle	
  details	
  really	
  maAer.	
  


  ๏   Take	
  for	
  example	
  QR	
  Codes	
  that	
  direct	
  users	
  to	
  a	
  website
      ✓   Success:	
  directs	
  to	
  a	
  website	
  with	
  sweepstakes	
  entry
      ✓   Market	
  Leader:	
  directs	
  to	
  a	
  mobile	
  op<mized	
  website

  ๏   Another	
  example?	
  QR	
  Codes	
  placed	
  on	
  expired	
  consumer	
  packaging
      ✓   Success:	
  Users	
  that	
  scan	
  will	
  receive	
  an	
  error	
  or	
  out	
  of	
  date	
  message.	
  
      ✓   Market	
  Leader:	
  Users	
  that	
  scan	
  receive	
  an	
  up-­‐sell	
  to	
  a	
  new	
  campaign	
  
          or	
  subscriber	
  opt-­‐in	
  list.	
  
Example	
  Campaign:	
  Smithsonian




 2D Code scan leads to integration with camera, social media, email, mobile apps,
 mobile web, mobile messaging – exemplifying cross-channel communication.
Key	
  Takeaways
Design
  Think	
  across	
  each	
  stage	
  of	
  the	
  QR	
  Code	
  process	
  and	
  how	
  it	
  
  will	
  interact	
  with	
  your	
  campaign.

Development	
  
  Use	
  QR	
  codes	
  as	
  an	
  entry	
  point	
  for	
  an	
  ongoing	
  conversa4on	
  
  rather	
  than	
  as	
  a	
  sole	
  aXempt	
  to	
  spark	
  some	
  interest.

Deployment
  Maximize	
  effec4veness	
  and	
  engagement	
  by	
  including	
  
  op4ons	
  for	
  all	
  mobile	
  phone	
  users	
  and	
  incen4vizing	
  
  par4cipa4on.	
  	
  

Delivery
  Understand	
  what	
  data	
  you	
  need	
  and	
  how	
  it	
  fits	
  in	
  with	
  your	
  
  marke4ng	
  goals.
Any	
  QuesAons?
                         For	
  more	
  informa4on	
  visit	
  www.msgme.com



 You	
  can	
  download	
  our	
  QR	
  code	
  
 eBook	
  from	
  our	
  blog	
  @	
  
 blog.msgme.com.	
  

 Case	
  studies	
  are	
  available	
  @	
  
 clicky.me/msgmecs




                  Or	
  contact	
  us	
  directly:	
  marke4ng@waterfallmobile.com

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QR Codes Webinar: How to Think About and Use 2D Codes

  • 1. Ge#ng  It  Right*  in  Mobile *Pushing  Interac4on  Beyond  The  One-­‐off  Model   with  2D  and  QR  Codes Kane  Russell,  Director  of  Marke4ng Waterfall  Mobile
  • 2. Waterfall  Mobile  and  the  Msgme  Pla9orm Waterfall  Mobile Msgme ๏ Founded  August  2005 ๏ Free  trial:  www.msgme.com ๏ Offices  in  SFO  (HQ),  NYC  &  Aus4n ๏ API  suite:  developer.msgme.com ๏ Backed  by  Vista  Equity  Partners   ๏ Custom  applica4on  development ๏ Cross-­‐channel  mobile  &  social  CRM  via   ๏ Short  code  provisioning,  cer4fica4on  &   SMS,  MMS,  QR  Codes,  IVR,  Facebook  &   audit  management TwiXer
  • 3. Reference  Clients  &  Brand  Campaigns  
  • 4. ObjecAves ๏ The  QR  Code  phenomenon ๏ Evaluate  each  stage  of  a  QR  Code  campaign -­‐ Designing  the  code -­‐ Developing  an  effec4ve  campaign   -­‐ Deploying  in  the  marketplace -­‐ Delivering  ROI ๏ Example  campaign
  • 5. The  QR  Code  Phenomenon QR  Code  explosion  in  the  US:   ๏ 1,200%  increase  in  scans,  Q3-­‐Q4  of  2010 (Mobio  Iden4ty  Systems)   ๏ 2D  Code  Scans  >  1D  Code  Scans,  Q3  2010-­‐Q1  2011   (Scanlife  Trend  Report  from  Scanbuy)   ๏ 4,549%  YOY  increase  in  2D  code  scanning,  Q1  2011   QR Code linking to (Mobile  Marketer) Msgme Twitter feed ๏ 40%  Facebook  and  TwiXer  users  have  scanned  5+   codes  in  last  year  (Mashable) Did you know? Why? Adding “.qr” to the end of bit.ly or goo.gl ๏ For  consumers:  cool,  intriguing,  easy-­‐to-­‐use   links automatically generates a QR Code connec4on  point  between  physical  and  digital  worlds ๏ For  brands:  data  catching  marke4ng  ROI  widget
  • 6. The  QR  Code  Phenomenon ๏ 22%  of  the  Fortune  50  have  already  used  mobile  barcodes  (Burson-­‐ Marsteller)   ๏ Blue  chip  brands  using  QR  Codes  span  a  diverse  set  of  industries ๏ US  adop4on  of  QR  Codes  lags  Japan -­‐ Invented  in  1994;  Approved  as  an  Interna4onal  Standard  in  2000 In Japan QR Codes appear not just on billboards, but also on everyday items such as consumer packaging and receipts
  • 7. EvaluaAng  QR  Codes Designing  the  Code Developing  a  Campaign ๏ Aesthe4c  design ๏ Scan  ac4ons ๏ Tes4ng  codes ๏ User  engagement Deploying  a  CTA Delivering  ROI ๏ AXainable  audience ๏ Data  capture ๏ Dos  and  Don’ts ๏ Campaign  success
  • 8. How  a  QR  Code  Works Step  One:  Marketer   Step  Two:  Marketer   Step  Three:  User   Step  Four:  User   generates  QR  Code publishes  QR  Code downloads  /  opens   scans  QR  Code   reader  on   using  reader smartphone
  • 9. Design:  AestheAcs Error  CorrecAon  Levels QR Codes can be generated with 0%, 10%, 20% or 30% error correction built in, creating more boxes within the code that can be altered for customization. Density Higher density allows for the storage of more information. Code  Type Various types of 2D codes exist, including Micro QR, Datamatrix, EZ and Microsoft Tag. Depending on code type, look/feel and customization can vary.
  • 10. Design:  TesAng Factor  AffecAng  Scan: Pi9all  to  Avoid:   Loca4on Test  only  on  a  computer Condi4ons Test  only  in  broad  daylight Context Test  only  in  an  area  with  cell  service Distance Test  only  at  fixed  distances Timing Test  with  no  regard  for  4me  to  scan Reader Test  only  using  only  one  reader  type Camera Test  only  using  one  smartphone  type
  • 11. Development:  QR  Codes  AcAons Can do Can’t do Web Open web page on phone’s browser Execute action on open web page Phone Activate operational functions Execute operational functions Can do Can’t do Contact Info Add a vCard (Contact Info) to a user’s device Save a vCard to a user’s device Email Open a pre-populated email Send an email SMS Open a pre-populated SMS Send an SMS Landing Page Open & pre-populate (some fields) Confirm submit on a landing page Facebook Open a page where you can “like” content Automatically “like” a FB Page QR Codes Open a web page with a QR Code others Send QR Code content without can scan scan to another phone Apps Open a web page and download an app Download an app automatically Ringtone Open a web page to download an mp3 Install mp3 as a ringtone
  • 12. Development:  User  Engagement Why  is  this  important? Consider  a  back  of  the  envelope  ROI  calcula4on:  your  inputs  are  investment   amount  (I),  return  (r),  and  per  period  discount  rate  (d).   ๏ For  a  campaign  strategy:  if  I  =  100,  R  =  150,  and  d=  10%,  ROI  =  36.36 ๏ For  a  CRM  strategy,  you  have  I  =  120,  R  =  150,  d  =  10%,  but  also  r  =  30  (20%  R)   300 257 214 171 ROI 129 86 43 0 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 # of Engagements QR  Codes  =  Mobile  MarkeAng  =  Customer  LifeAme  Value  Play
  • 14. Deployment:  Audience 40%  of  the  US  has  a  smartphone  (Nielsen).   26%  of  people  have  used  a  QR  Code  (Mashable).   -­‐  That’s  10.4%  of  the  popula<on  that  uses  QR  codes. FeaturePhone SmartPhone 90% 87% 86% 84% 83% 81% 79% 76% 73% 69% 65% 60% 55% 51% 45% 49% 40% 31% 35% 24% 27% 17% 19% 21% 13% 14% 16% 10% 2008 Q2 2009 Q2 2010 Q2 2011 Q2 Source: Roger Entner, Nielsen Wire. “Smartphones to Overtake Feature Phones in U.S. by 2011.” http://bit.ly/jAxhXd
  • 15. Deployment:  Calls  to  AcAon ๏ 4  ingredients  and  a  secret  sauce:   -­‐ Incen4ves -­‐ Clarity -­‐ Compliance Strategy -­‐ ✴ Design       You  can  read  the  full  blog  post  @  blog.msgme.com:   “How to Create a Great Call to Action – 4 Ingredients & A Secret Sauce”
  • 16. Deployment:  Example  CTA  (not  so  good)
  • 18. Deployment:  Example  CTA  (right  idea)
  • 20. Delivery:  Data  Capture Data Source Capabilities Limitations Scans QR Code Understand when, where, No ability to track the actions Reader and how many people taken by the users, e.g. action on scanned a certain code a website or if an SMS is sent. Web URL Visibility into how people Need unique URL per user if you Pages Shortener are interacting with various want specific user information; web pages no insight into phone operations, e.g. voice calls or SMS Phone Web Pull data about the person User must open a web browser Data scanning the code, e.g. to register data; no ability to grab phone type, carrier and IP phone number automatically address Phone Phone Pull data about tasks No ability to track web actions or Tasks completed by users, e.g. QR Code scans SMS sent or calls made
  • 21. Delivery:  Campaign  Success As  with  most  things,  the  liAle  details  really  maAer.   ๏ Take  for  example  QR  Codes  that  direct  users  to  a  website ✓ Success:  directs  to  a  website  with  sweepstakes  entry ✓ Market  Leader:  directs  to  a  mobile  op<mized  website ๏ Another  example?  QR  Codes  placed  on  expired  consumer  packaging ✓ Success:  Users  that  scan  will  receive  an  error  or  out  of  date  message.   ✓ Market  Leader:  Users  that  scan  receive  an  up-­‐sell  to  a  new  campaign   or  subscriber  opt-­‐in  list.  
  • 22. Example  Campaign:  Smithsonian 2D Code scan leads to integration with camera, social media, email, mobile apps, mobile web, mobile messaging – exemplifying cross-channel communication.
  • 23. Key  Takeaways Design Think  across  each  stage  of  the  QR  Code  process  and  how  it   will  interact  with  your  campaign. Development   Use  QR  codes  as  an  entry  point  for  an  ongoing  conversa4on   rather  than  as  a  sole  aXempt  to  spark  some  interest. Deployment Maximize  effec4veness  and  engagement  by  including   op4ons  for  all  mobile  phone  users  and  incen4vizing   par4cipa4on.     Delivery Understand  what  data  you  need  and  how  it  fits  in  with  your   marke4ng  goals.
  • 24. Any  QuesAons? For  more  informa4on  visit  www.msgme.com You  can  download  our  QR  code   eBook  from  our  blog  @   blog.msgme.com.   Case  studies  are  available  @   clicky.me/msgmecs Or  contact  us  directly:  marke4ng@waterfallmobile.com