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Blue Sky Factory
               Driving Email Marketing Performance

                       Eggnog, Elves, and Email:
How to Plan a Successful Holiday Email Campaign
                        Lindsay Clark & Joanna Lawson-Matthew

                                 Thursday, September 16, 2010
                                         1:00 – 1:45 PM (EDT)




                                                Baltimore, Maryland
Getting Acquainted

  Feel free to submit questions via the GoToWebinar dashboard
                   or #bsfwebinar on Twitter.


Lindsay Clark                               Joanna Lawson-Matthew
Senior Client Services Manager              Senior Client Services Manager




                                                                             2
                         Copyright Blue Sky Factory 2010
About Blue Sky Factory

       Blue Sky Factory is both a full & self service ESP.




Design, execute, and track your email marketing communications
         with Blue Sky Factory’s platform, Publicaster.

             Visit us at www.blueskyfactory.com.


                                                                              3
                        Copyright Blue Sky Factory 2010
Why start planning for the holidays now?




                                             4
           Copyright Blue Sky Factory 2010
Why Start Now?

Consumers are already starting their holiday shopping and research.




                                                      Source: http://www.emarketer.com/Article.aspx?R=1007872



                                                                                                      5
                         Copyright Blue Sky Factory 2010
Competition is Heating Up!




Email marketing volumes are expected to increase 15% to
20% for the upcoming 2010 holiday season, compared to
             the same time period in 2009.1
   1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report. 2 Flickr Photo Credit: mx5tx

                                                                                                                           6
                                     Copyright Blue Sky Factory 2010
Our Agenda

1. Getting Started

2. What Worked in 2009

3. The Best Practices You Should Stick With

4. The Most Important Tip for 2010 Holiday Emailing

5. Q&A



                                                                7
                      Copyright Blue Sky Factory 2010
I. Getting Started




                                    8
  Copyright Blue Sky Factory 2010
Ask Yourself

• What are your goals for this year’s holiday campaigns?

• What will be the main call-to-action of your campaigns?

• Will you vary your current email template only slightly or will
  you completely redesign your template to optimize for
  recipients’ holiday mindset?

• Will you have a dedicated holiday email series or will you jazz
  up your current campaigns (think: auto-response campaigns
  and transactional emails) with holiday flair?

• How will you measure success this year?


                                                                     9
                         Copyright Blue Sky Factory 2010
Review last year’s campaigns to evaluate what worked.




                                                        10
                  Copyright Blue Sky Factory 2010
Review Last Year’s Campaigns
Which campaigns generated the best response? Remember to
look at all metrics:

 • Open
 • Click-through
 • Conversion
 • Forward
 • Unsubscribe
 • Complaint




                                                                          11
                      Copyright Blue Sky Factory 2010
Review Last Year’s Campaigns

Did your complaint or opt-out rate start to spike mid-series?
Identify the issues and plan for 2010 accordingly.




                                                                            12
                        Copyright Blue Sky Factory 2010
Review Last Year’s Campaigns
What days of the week did you send on? Were weekdays or
weekends more successful?




                                                                          13
                      Copyright Blue Sky Factory 2010
Come up with a schedule, a plan-of-action.




                                              14
            Copyright Blue Sky Factory 2010
Develop a Schedule

Plan frequency and number of
campaigns:
 • How often are your subscribers used
   to receiving emails currently?
 • Do you want to increase that level or
   maintain the same schedule?
 • Will you come right out and announce
   your holiday series or deals or will you
   slowly tailor the emails more and
   more to the holidays?




                                                                              15
                             Copyright Blue Sky Factory 2010
Develop a Schedule

Review your schedule with other departments to confirm there
are no conflicts. You want to sprinkle timely and relevant emails in
between now and the holidays, not bombard your subscribers.




                                                                  Flickr Photo Credit: emma.kate



                                                                                   16
                         Copyright Blue Sky Factory 2010
Don’t Flood The Inbox




59% of US and UK Internet Users said the reason for not
regularly opening/reading email marketing messages is
            that they come too frequently.1
 1 e-Dialog "Manifesto for E-mail Marketers: Consumer Demand Relevance" (2010) 2 Flickr Photo Credit: Greg Hayter


                                                                                                                    17
                                     Copyright Blue Sky Factory 2010
For a full pre-holiday audit guide, check out our two-
  part blog post, “It’s Time for your Pre-Holiday Email
                        Check-up”:
Part One: http://blog.blueskyfactory.com/general/it%E2%80%99s-time-for-
                 your-pre-holiday-email-check-up-part-1/
Part Two: http://blog.blueskyfactory.com/creativeanddesign/it%E2%80%99s-
              time-for-your-pre-holiday-email-check-up-part-2/




                                                                           18
                       Copyright Blue Sky Factory 2010
II. What Worked in 2009




                                       19
     Copyright Blue Sky Factory 2010
What Worked in 2009

Announcing early bird specials to encourage subscribers to shop
early




                                                                          20
                        Copyright Blue Sky Factory 2010
What Worked in 2009

Creating urgency closer to the holiday
• Only 10 more days until Christmas!
• Guaranteed shipping by X date




                                                                         21
                       Copyright Blue Sky Factory 2010
What Worked in 2009
Giving your recipients “insider status”, special deals just for them




                                                                           22
                         Copyright Blue Sky Factory 2010
What Worked in 2009

Introducing a daily or weekly sale item just for subscribers




                                                                          23
                        Copyright Blue Sky Factory 2010
What Worked in 2009
Triggered emails for abandoned shopping carts




 84% of recipients open an abandoned
 cart emails within 24 hours, and 99%
 of recipients open within a week.
 Experian (2010)




                                                                               24
                             Copyright Blue Sky Factory 2010
What Worked in 2009


Recommendations based on what
was frequently viewed in recent
sessions




                                                                        25
                      Copyright Blue Sky Factory 2010
What Worked in 2009


Showing recipients the closest
store to them to encourage
both online and offline
purchases




                                                                         26
                       Copyright Blue Sky Factory 2010
What Worked in 2009

Promote “last minute” gift items




                                                                         27
                       Copyright Blue Sky Factory 2010
What Worked in 2009

Showcase gift ideas by budget, gender, age and interests




                                                                          28
                        Copyright Blue Sky Factory 2010
No Matter What the Core Offer…Include Free Shipping!




Last holiday season, free shipping offers with no minimum
spend requirement had 70% higher transaction rates, triple the
revenue per email, and more than double the average order
value compared to free shipping offers with minimum
requirements. 1
1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report (2010) 2 Flickr Photo Credit: Robert S. Donovan


                                                                                                                                     29
                                                 Copyright Blue Sky Factory 2010
What Worked in 2009




During the holiday season, be sure to spread the cheer.




                                                                     30
                   Copyright Blue Sky Factory 2010
Spread the Cheer

Relevant holiday tips,
how-to guides
   • Recipes
   • How to stay healthy
     this holiday
   • Guide to a stress-free
     holiday
   • Travel tips
   • Party planning




                                                                      Sent on 11/4



                                                                                31
                              Copyright Blue Sky Factory 2010
Spread the Cheer

• Give a “family & friend” discount, reward for referring a
  friend
• Prompt subscribers to submit their own holiday tips, recipes,
  money-saving ideas, best traditions
• Send a video that will give your subscribers a good laugh




               http://blog.g1440.com/2009/12/happy-holidays-from-all-of-us-at-g-1440/



                                                                                                     32
                                Copyright Blue Sky Factory 2010
Spread the Cheer




Emails with a refer-a-friend link have been proven to drive 14%
higher open rates, 20% higher clicks and 40% higher
transaction rates than those without.1



         1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report (2010)


                                                                                                          33
                                     Copyright Blue Sky Factory 2010
Spread the Cheer

Encourage sharing by providing
Forward to a Friend links and
Share With Your Network
buttons




                                                  http://www.blip.tv/file/3021827/



                                                                                     34
                      Copyright Blue Sky Factory 2010
Spread the Cheer
Be interactive by showcasing a game, quiz, or survey




                                                                       35
                        Copyright Blue Sky Factory 2010
Spread the Cheer



Give away something…for FREE!




                                                                     36
                      Copyright Blue Sky Factory 2010
Spread the Cheer
Show your subscribers you appreciate them, and don’t just see
them as a dollar sign




                                                                      37
                       Copyright Blue Sky Factory 2010
Spread the Cheer


              Add a little humor to your
              subscribers’ holiday season




                                               38
Copyright Blue Sky Factory 2010
Spread the Cheer


Show subscribers the more
charitable side of your
company




                                                                    39
                     Copyright Blue Sky Factory 2010
What Worked in 2009




Your job is not over come New Year’s.
   Be there after the holidays.




                                                            40
          Copyright Blue Sky Factory 2010
Post-Holiday Emails
Survey buyers about their purchases




                                                                         41
                       Copyright Blue Sky Factory 2010
Post-Holiday Emails
Complement their holiday purchases with accessories




                                         Image source: Smith-Harmon, “Retail Email Guide to the Holiday Season” 2009



                                                                                                        42
                       Copyright Blue Sky Factory 2010
Post-Holiday Emails
Encourage gift card redemption or purchases




The promotion of gift cards in holiday email marketing messages more than tripled
transaction rates for multichannel retailers last year.
Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report


                                                                 Image source: Smith-Harmon, “Retail Email Guide to the Holiday Season” 2009



                                                                                                                                43
                                               Copyright Blue Sky Factory 2010
III. Best Practices to Stick With




                                           44
         Copyright Blue Sky Factory 2010
Best Practices To Stick With




The holiday season is not the time to try out new and
 fancy tricks. Instead stick with what works for you and
              follow these 15 general tips.




                                                                              45
                   Copyright Blue Sky Factory 2010
Best Practices to Stick With

1. Make sure only true opt-in subscribers are included in your
   email campaigns

2. Segment list based on click behavior

3. Remember the expectations regarding frequency you set up
   front with your subscribers

4. Consider setting up a separate opt-in just for the holidays
   and set up a holiday-only unsubscribe option

5. Check with your ESP to make sure your IP reputation is in
   good standing


                                                                                   46
                        Copyright Blue Sky Factory 2010
Best Practices to Stick With

6. Find a balance between offer and value-added content

7. A/B split test: subject lines, call-to-action placement, offer
   used

8. Use this holiday to plan for next holiday

9. Subscribe to your competitors' emails to generate ideas for
   next year

10. Ensure your call-to-action is prominent (5 second test)




                                                                                   47
                        Copyright Blue Sky Factory 2010
Best Practices to Stick With

11. Include a View in Browser link

12. Remember to include Share With Your Network links, and
   encourage social sharing

13. Ensure all images have alt tags

14. Take the time now to ensure your email renders well across
   all email clients

15. Build a strong subject line that reflects content of email and
   creates urgency



                                                                                   48
                        Copyright Blue Sky Factory 2010
IV. Most Important Tip for 2010 Holiday
                Season




                                               49
             Copyright Blue Sky Factory 2010
Mobile Version


Your carefully crafted email
is often being viewed by a
potential buyer or key
decision maker on a mobile
device




                                                                     50
                        Copyright Blue Sky Factory 2010
Mobile Version

Optimize each email for all mobile devices by featuring a link to a
mobile version




                                                                      51
                         Copyright Blue Sky Factory 2010
Mobile Version




24% of online consumers (with or without Web-enabled
phones) say they expect to be comparing prices, and 22%
expect to be purchasing items from their mobile phones in the
next 12 months.
 1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report (2010) 2 Flickr Photo Credit: William Hook


                                                                                                                                      52
                                                  Copyright Blue Sky Factory 2010
Mobile Version

Make sure all links in your email lead to landing pages which
mobile devices can support (e.g.- no flash)




                                                                     53
                        Copyright Blue Sky Factory 2010

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Holiday webinar 2010 final

  • 1. Blue Sky Factory Driving Email Marketing Performance Eggnog, Elves, and Email: How to Plan a Successful Holiday Email Campaign Lindsay Clark & Joanna Lawson-Matthew Thursday, September 16, 2010 1:00 – 1:45 PM (EDT) Baltimore, Maryland
  • 2. Getting Acquainted Feel free to submit questions via the GoToWebinar dashboard or #bsfwebinar on Twitter. Lindsay Clark Joanna Lawson-Matthew Senior Client Services Manager Senior Client Services Manager 2 Copyright Blue Sky Factory 2010
  • 3. About Blue Sky Factory Blue Sky Factory is both a full & self service ESP. Design, execute, and track your email marketing communications with Blue Sky Factory’s platform, Publicaster. Visit us at www.blueskyfactory.com. 3 Copyright Blue Sky Factory 2010
  • 4. Why start planning for the holidays now? 4 Copyright Blue Sky Factory 2010
  • 5. Why Start Now? Consumers are already starting their holiday shopping and research. Source: http://www.emarketer.com/Article.aspx?R=1007872 5 Copyright Blue Sky Factory 2010
  • 6. Competition is Heating Up! Email marketing volumes are expected to increase 15% to 20% for the upcoming 2010 holiday season, compared to the same time period in 2009.1 1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report. 2 Flickr Photo Credit: mx5tx 6 Copyright Blue Sky Factory 2010
  • 7. Our Agenda 1. Getting Started 2. What Worked in 2009 3. The Best Practices You Should Stick With 4. The Most Important Tip for 2010 Holiday Emailing 5. Q&A 7 Copyright Blue Sky Factory 2010
  • 8. I. Getting Started 8 Copyright Blue Sky Factory 2010
  • 9. Ask Yourself • What are your goals for this year’s holiday campaigns? • What will be the main call-to-action of your campaigns? • Will you vary your current email template only slightly or will you completely redesign your template to optimize for recipients’ holiday mindset? • Will you have a dedicated holiday email series or will you jazz up your current campaigns (think: auto-response campaigns and transactional emails) with holiday flair? • How will you measure success this year? 9 Copyright Blue Sky Factory 2010
  • 10. Review last year’s campaigns to evaluate what worked. 10 Copyright Blue Sky Factory 2010
  • 11. Review Last Year’s Campaigns Which campaigns generated the best response? Remember to look at all metrics: • Open • Click-through • Conversion • Forward • Unsubscribe • Complaint 11 Copyright Blue Sky Factory 2010
  • 12. Review Last Year’s Campaigns Did your complaint or opt-out rate start to spike mid-series? Identify the issues and plan for 2010 accordingly. 12 Copyright Blue Sky Factory 2010
  • 13. Review Last Year’s Campaigns What days of the week did you send on? Were weekdays or weekends more successful? 13 Copyright Blue Sky Factory 2010
  • 14. Come up with a schedule, a plan-of-action. 14 Copyright Blue Sky Factory 2010
  • 15. Develop a Schedule Plan frequency and number of campaigns: • How often are your subscribers used to receiving emails currently? • Do you want to increase that level or maintain the same schedule? • Will you come right out and announce your holiday series or deals or will you slowly tailor the emails more and more to the holidays? 15 Copyright Blue Sky Factory 2010
  • 16. Develop a Schedule Review your schedule with other departments to confirm there are no conflicts. You want to sprinkle timely and relevant emails in between now and the holidays, not bombard your subscribers. Flickr Photo Credit: emma.kate 16 Copyright Blue Sky Factory 2010
  • 17. Don’t Flood The Inbox 59% of US and UK Internet Users said the reason for not regularly opening/reading email marketing messages is that they come too frequently.1 1 e-Dialog "Manifesto for E-mail Marketers: Consumer Demand Relevance" (2010) 2 Flickr Photo Credit: Greg Hayter 17 Copyright Blue Sky Factory 2010
  • 18. For a full pre-holiday audit guide, check out our two- part blog post, “It’s Time for your Pre-Holiday Email Check-up”: Part One: http://blog.blueskyfactory.com/general/it%E2%80%99s-time-for- your-pre-holiday-email-check-up-part-1/ Part Two: http://blog.blueskyfactory.com/creativeanddesign/it%E2%80%99s- time-for-your-pre-holiday-email-check-up-part-2/ 18 Copyright Blue Sky Factory 2010
  • 19. II. What Worked in 2009 19 Copyright Blue Sky Factory 2010
  • 20. What Worked in 2009 Announcing early bird specials to encourage subscribers to shop early 20 Copyright Blue Sky Factory 2010
  • 21. What Worked in 2009 Creating urgency closer to the holiday • Only 10 more days until Christmas! • Guaranteed shipping by X date 21 Copyright Blue Sky Factory 2010
  • 22. What Worked in 2009 Giving your recipients “insider status”, special deals just for them 22 Copyright Blue Sky Factory 2010
  • 23. What Worked in 2009 Introducing a daily or weekly sale item just for subscribers 23 Copyright Blue Sky Factory 2010
  • 24. What Worked in 2009 Triggered emails for abandoned shopping carts 84% of recipients open an abandoned cart emails within 24 hours, and 99% of recipients open within a week. Experian (2010) 24 Copyright Blue Sky Factory 2010
  • 25. What Worked in 2009 Recommendations based on what was frequently viewed in recent sessions 25 Copyright Blue Sky Factory 2010
  • 26. What Worked in 2009 Showing recipients the closest store to them to encourage both online and offline purchases 26 Copyright Blue Sky Factory 2010
  • 27. What Worked in 2009 Promote “last minute” gift items 27 Copyright Blue Sky Factory 2010
  • 28. What Worked in 2009 Showcase gift ideas by budget, gender, age and interests 28 Copyright Blue Sky Factory 2010
  • 29. No Matter What the Core Offer…Include Free Shipping! Last holiday season, free shipping offers with no minimum spend requirement had 70% higher transaction rates, triple the revenue per email, and more than double the average order value compared to free shipping offers with minimum requirements. 1 1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report (2010) 2 Flickr Photo Credit: Robert S. Donovan 29 Copyright Blue Sky Factory 2010
  • 30. What Worked in 2009 During the holiday season, be sure to spread the cheer. 30 Copyright Blue Sky Factory 2010
  • 31. Spread the Cheer Relevant holiday tips, how-to guides • Recipes • How to stay healthy this holiday • Guide to a stress-free holiday • Travel tips • Party planning Sent on 11/4 31 Copyright Blue Sky Factory 2010
  • 32. Spread the Cheer • Give a “family & friend” discount, reward for referring a friend • Prompt subscribers to submit their own holiday tips, recipes, money-saving ideas, best traditions • Send a video that will give your subscribers a good laugh http://blog.g1440.com/2009/12/happy-holidays-from-all-of-us-at-g-1440/ 32 Copyright Blue Sky Factory 2010
  • 33. Spread the Cheer Emails with a refer-a-friend link have been proven to drive 14% higher open rates, 20% higher clicks and 40% higher transaction rates than those without.1 1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report (2010) 33 Copyright Blue Sky Factory 2010
  • 34. Spread the Cheer Encourage sharing by providing Forward to a Friend links and Share With Your Network buttons http://www.blip.tv/file/3021827/ 34 Copyright Blue Sky Factory 2010
  • 35. Spread the Cheer Be interactive by showcasing a game, quiz, or survey 35 Copyright Blue Sky Factory 2010
  • 36. Spread the Cheer Give away something…for FREE! 36 Copyright Blue Sky Factory 2010
  • 37. Spread the Cheer Show your subscribers you appreciate them, and don’t just see them as a dollar sign 37 Copyright Blue Sky Factory 2010
  • 38. Spread the Cheer Add a little humor to your subscribers’ holiday season 38 Copyright Blue Sky Factory 2010
  • 39. Spread the Cheer Show subscribers the more charitable side of your company 39 Copyright Blue Sky Factory 2010
  • 40. What Worked in 2009 Your job is not over come New Year’s. Be there after the holidays. 40 Copyright Blue Sky Factory 2010
  • 41. Post-Holiday Emails Survey buyers about their purchases 41 Copyright Blue Sky Factory 2010
  • 42. Post-Holiday Emails Complement their holiday purchases with accessories Image source: Smith-Harmon, “Retail Email Guide to the Holiday Season” 2009 42 Copyright Blue Sky Factory 2010
  • 43. Post-Holiday Emails Encourage gift card redemption or purchases The promotion of gift cards in holiday email marketing messages more than tripled transaction rates for multichannel retailers last year. Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report Image source: Smith-Harmon, “Retail Email Guide to the Holiday Season” 2009 43 Copyright Blue Sky Factory 2010
  • 44. III. Best Practices to Stick With 44 Copyright Blue Sky Factory 2010
  • 45. Best Practices To Stick With The holiday season is not the time to try out new and fancy tricks. Instead stick with what works for you and follow these 15 general tips. 45 Copyright Blue Sky Factory 2010
  • 46. Best Practices to Stick With 1. Make sure only true opt-in subscribers are included in your email campaigns 2. Segment list based on click behavior 3. Remember the expectations regarding frequency you set up front with your subscribers 4. Consider setting up a separate opt-in just for the holidays and set up a holiday-only unsubscribe option 5. Check with your ESP to make sure your IP reputation is in good standing 46 Copyright Blue Sky Factory 2010
  • 47. Best Practices to Stick With 6. Find a balance between offer and value-added content 7. A/B split test: subject lines, call-to-action placement, offer used 8. Use this holiday to plan for next holiday 9. Subscribe to your competitors' emails to generate ideas for next year 10. Ensure your call-to-action is prominent (5 second test) 47 Copyright Blue Sky Factory 2010
  • 48. Best Practices to Stick With 11. Include a View in Browser link 12. Remember to include Share With Your Network links, and encourage social sharing 13. Ensure all images have alt tags 14. Take the time now to ensure your email renders well across all email clients 15. Build a strong subject line that reflects content of email and creates urgency 48 Copyright Blue Sky Factory 2010
  • 49. IV. Most Important Tip for 2010 Holiday Season 49 Copyright Blue Sky Factory 2010
  • 50. Mobile Version Your carefully crafted email is often being viewed by a potential buyer or key decision maker on a mobile device 50 Copyright Blue Sky Factory 2010
  • 51. Mobile Version Optimize each email for all mobile devices by featuring a link to a mobile version 51 Copyright Blue Sky Factory 2010
  • 52. Mobile Version 24% of online consumers (with or without Web-enabled phones) say they expect to be comparing prices, and 22% expect to be purchasing items from their mobile phones in the next 12 months. 1 Experian Marketing Services’ annual 2010 Holiday Marketer: Benchmark and Trend Report (2010) 2 Flickr Photo Credit: William Hook 52 Copyright Blue Sky Factory 2010
  • 53. Mobile Version Make sure all links in your email lead to landing pages which mobile devices can support (e.g.- no flash) 53 Copyright Blue Sky Factory 2010