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Webinar #2
Building a Data Foundation for
Marketing Performance Measurement
Thursday, January 9, 2013
@caseycarey
© 2014 Adometry, Inc. All rights reserved.

1
A Bit About Me

Casey Carey
Chief Marketing Officer

© 2014 Adometry, Inc. All rights reserved.

2
First a Word from Our Sponsor
•What we do…
We power more intelligent marketing

•How we do it…
By providing advanced marketing
attribution and optimization solutions

•Our customers…
For 75+ brands and their agency
partners primarily in the auto, telecom,
technology, travel & leisure, FSI, and
retail verticals
© 2014 Adometry, Inc. All rights reserved.

3
Attribution 2014 Webinar Series

CLARITY

DIRECTION

ACTION

RESULTS

TRUST
© 2014 Adometry, Inc. All rights reserved.

4
Mapping Your Solution
Design
 Identifying Data Sources
and Attributes

today’s

AGENDA

 Bringing It Together
 Q&A

TRUST

© 2014 Adometry, Inc. All rights reserved.

5
Mapping Your Solution Design

© 2014 Adometry, Inc. All rights reserved.

6
Finding the Balance Between Goals,
Data, and Complexity

What are my KPIs?
What channels do I include?
What level of insight to I want?

© 2014 Adometry, Inc. All rights reserved.

7
Some Thursday #measure Humor

© 2014 Adometry, Inc. All rights reserved.

8
KPIs – Determine Your “Touchstone”
Metric(s)
•ROAS (sales/media cost ratio)
• Simple measure of media
effectiveness

•eCPA (activity-based)
• Normalizes impression and click
metrics

•ROMI (value-based)
• Normalizes actual value of marketing
using all channel related costs

© 2014 Adometry, Inc. All rights reserved.

9
Mapping Your Attribution Ecosystem
Paid Media
•
•
•
•
•
•
•
•
•
•
•
•
•

Display
Social Ads
Video
In App Ads
Search
Retargeting
CSEs
Affiliates
Email
SMS
Direct Mail
Catalog
Inserts

Owned Media
•
•
•
•
•
•

Transaction &
Sales Channels

D
E
V
I
C
E
S

•
•
•
•

Websites
Call-Center
Kiosk
Brick-n-Mortar

Products/Services

Audience and
CRM Data

•
•
•
•

Merchandise
Applications
Subscriptions
Reservation

Referrals
Organic Search
Direct Nav
Organic Social
Content
Chat

© 2014 Adometry, Inc. All rights reserved.

10
Identifying Data Sources and Attributes

© 2014 Adometry, Inc. All rights reserved.

11
Four Primary Types of
Attribution Data Sets
MARKETING
EVENTS

What Did
They See and
Where Did
They See It?

© 2014 Adometry, Inc. All rights reserved.

CONVERSIONS

What Was the
Result?

COST &
CONTEXT

How Did Each
Aspect
Perform?

CRM &
AUDIENCE

Who Are
They and
What Do I
Know?

12
Marketing Event Data
MARKETING
EVENTS

What Did
They See and
Where Did
They See It?

© 2014 Adometry, Inc. All rights reserved.

CONVERSIONS

What Was the
Result?

COST &
CONTEXT

How Did Each
Aspect
Perform?

CRM &
AUDIENCE

Who Are
They and
What Do I
Know?

13
Marketing Events – Sources
Channel

Impressions

Clicks

Direct Nav (Other)

✗

✔

Owned

Affiliate

✗

✔

Paid

CSEs/GPLAs

✗

✔

Paid

Referrals

✗

✔

Paid/Owned/Earned

Organic Search

✗

✔

Owned

Paid Search

✗

✔

Paid

Email

✔

✔

Paid/Owned

Display

✔

✔

Paid

Video

✔

✔

Paid/Owned

Mobile Ads (in App)

✔

✔

Paid

Social Posts

✗

✔

Owned

Social Ads

✔

✔

Paid

Direct Mail

✔

✗

Paid

© 2014 Adometry, Inc. All rights reserved.

Media Type

14
Marketing Events – Data Collection
A complete toolbox depending on channels and
data collection constraints
• Ad server log files
• Ad tags – viewability
• Platform APIs
• Page tags
• URL redirects
• Pixels
• Custom feeds

© 2014 Adometry, Inc. All rights reserved.

15

15
Direct Mail Channel – How it Works
•Integrating the direct mail channel into a comprehensive
view of cross-channel marketing performance.

Send Mail
File

Email

Ongoing
Cookie Sync

Name
Al Smtih
Susan Lee

janej@gmail.com

© 2014 Adometry, Inc. All rights reserved.

Jane Jones

Match Offline
to Online

Postal Address
1401 Adams St
Denver, CO 80208
520 Broadway
New York, NY, 10012
1600 Barton Springs Rd
Austin, TX 78704

Attribution
Processing

Mail Date

Segment

Source

01/12/13

HV501

Abacus

01/12/13

NC202

Customer File

01/12/13

AV304

Acxiom

16
Moving to User-Level Attribution

3rd-Party Cookies
Tracking Challenges
•
•
•
•
•

Mobile web browsers
Cookie deletion
Cookie blocking
Mobile apps
Multiple device usage

Device Identification
• 1st and 3rd-party cookies
• Mobile device IDs (non-cookie)
• Other devices (non-cookie)
Mobile Ad Tracking
• Mobile ad network integration
Device Graph
• Explicit – cross device
authentication and partner
databases
• Inferred – observed behavior

© 2014 Adometry, Inc. All rights reserved.

User-Level
Strategic Benefits
• Mobile ad/conversion
event tracking
• User-level attribution
• Insights into device
role in customer
journey
• More persistent
• More accurate

17
Marketing Events – Key Data Elements
•Ad ID (link to cost and context data)
•Channel/Sub-Channel
•Source (site, network, provider, etc.)
•Content/creative
•Campaign ID
•Date and time

•Event type (impression, click, engagement)
© 2014 Adometry, Inc. All rights reserved.

18
Conversion Event Data
MARKETING
EVENTS

What Did
They See and
Where Did
They See It?

© 2014 Adometry, Inc. All rights reserved.

CONVERSIONS

What Was the
Result?

COST &
CONTEXT

How Did Each
Aspect
Perform?

CRM &
AUDIENCE

Who Are
They and
What Do I
Know?

19
Conversion Events – Types
•Soft events

•Hard events

• Store locator

• Purchase/reservation

• Email subscription or follow

• Account activation

• Coupon or information download

• Enrollment

• Configuration/product
comparison

• Policy start

•Firm events
• Appointment
• Application
• Request for information (inquiry)

• Quotation

© 2014 Adometry, Inc. All rights reserved.

20
Conversion Events – Sources and Key
Elements
Sources
• Website – confirmation and
thank you pages
• Mobile App
• Call-center
– Unique numbers
– Confirmation email/first login
– CRM data

Elements
•Key Elements
• Date and time
• Amount or value
• User ID (link to CRM data)

• In-person/POS
– Confirmation email/first login
– Offline to online sync (PII)
– CRM data

© 2014 Adometry, Inc. All rights reserved.

21
Cost and Reference Data
MARKETING
EVENTS

What Did
They See and
Where Did
They See It?

© 2014 Adometry, Inc. All rights reserved.

CONVERSIONS

What Was the
Result?

COST &
CONTEXT

How Did Each
Aspect
Perform?

CRM &
AUDIENCE

Who Are
They and
What Do I
Know?

22
Cost Data – Types and Sources

Types
•Variable
• Media cost (variable)
– CPM, CPC, CPL, CPA

• Media cost (flat)

Sources
• Marketing platforms - granular
• DSP/ad server
• Paid search

• Marketing platforms - aggregate
• Affiliate, CSEs, email

•Fixed
• Platform
• Campaign and agency
• Internal headcount

© 2014 Adometry, Inc. All rights reserved.

• Ad hoc (finance and
spreadsheets)
•
•
•
•

Tools/platforms
Agency
Internal headcount
Gross margins

23
Context Data – Types and Sources
•Marketing event attributes
• Offers and products
• Groupings
– Placement
– Keyword
– Creative
– Campaign

•Sources
• Platforms

• Match tables

© 2014 Adometry, Inc. All rights reserved.

24
CRM and Audience Data
MARKETING
EVENTS

What Did
They See and
Where Did
They See It?

© 2014 Adometry, Inc. All rights reserved.

CONVERSIONS

What Was the
Result?

COST &
CONTEXT

How Did Each
Aspect
Perform?

CRM &
AUDIENCE

Who Are
They and
What Do I
Know?

25
Audience and CRM Data
•CRM and 1st-party data
• Segments

• Purchase history
• CLTV, loyalty,

•Audience and 3rd-party data
• Demographics
• Geographic
• Lifestyle/affinity
• Behavior

• Purchase Intent
• Firmographics

© 2014 Adometry, Inc. All rights reserved.

26
Data Monitoring to Build Trust

© 2014 Adometry, Inc. All rights reserved.

27
Bringing it All Together

© 2014 Adometry, Inc. All rights reserved.

28
Data Flow – Basic Tag Data Collection
Publisher Web Site with Ad

Ad Server Tag +
Adometry Ad Tag
(cookie)

Search (organic & paid)

Optional use of Tag
Management for Tag
Integration (Floodlight)

Click Counts &
URL parameters

Impression Info
(count , viewability)

1

2

3

4
Reference Files
(Cost & Context)

Impressions

Clicks

Conversions

Ad tags implemented within
ad server

Landing page tag on
all pages

Page tag on defined
conversion points

Collected from ad server,
search platform, email, etc.

5
Additional
Call Center, Offline Data,
Advertiser Data Warehouse,
or DMP

Attribution & Optimization Reporting

© 2014 Adometry, Inc. All rights reserved.

29
Cross-Channel Analysis

© 2014 Adometry, Inc. All rights reserved.

30
Key Takeaways
•Begin with the end in mind
• Balance goals, data, and complexity

• Have a vision for how you will use the insights to
drive different activities

•Work your way up the tree
• Low-hanging fruit first – easy to collect, easy to
compile sources, drives most business value
• Add more over time as appropriate

•Strategically move from activity to value
based measurement

© 2014 Adometry, Inc. All rights reserved.

31
Webinar #3
Putting Attribution to Work: Clarity,
Insights, and Action
Tuesday, January 28, 2014
www2.adometry.com/insights_to_action
© 2014 Adometry, Inc. All rights reserved.

32
© 2014 Adometry, Inc. All rights reserved.

33
Casey Carey
casey.carey@adometry.com

@caseycarey
© 2014 Adometry, Inc. All rights reserved.

34

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Attribution Playbook Webinar 2

  • 1. Webinar #2 Building a Data Foundation for Marketing Performance Measurement Thursday, January 9, 2013 @caseycarey © 2014 Adometry, Inc. All rights reserved. 1
  • 2. A Bit About Me Casey Carey Chief Marketing Officer © 2014 Adometry, Inc. All rights reserved. 2
  • 3. First a Word from Our Sponsor •What we do… We power more intelligent marketing •How we do it… By providing advanced marketing attribution and optimization solutions •Our customers… For 75+ brands and their agency partners primarily in the auto, telecom, technology, travel & leisure, FSI, and retail verticals © 2014 Adometry, Inc. All rights reserved. 3
  • 4. Attribution 2014 Webinar Series CLARITY DIRECTION ACTION RESULTS TRUST © 2014 Adometry, Inc. All rights reserved. 4
  • 5. Mapping Your Solution Design  Identifying Data Sources and Attributes today’s AGENDA  Bringing It Together  Q&A TRUST © 2014 Adometry, Inc. All rights reserved. 5
  • 6. Mapping Your Solution Design © 2014 Adometry, Inc. All rights reserved. 6
  • 7. Finding the Balance Between Goals, Data, and Complexity What are my KPIs? What channels do I include? What level of insight to I want? © 2014 Adometry, Inc. All rights reserved. 7
  • 8. Some Thursday #measure Humor © 2014 Adometry, Inc. All rights reserved. 8
  • 9. KPIs – Determine Your “Touchstone” Metric(s) •ROAS (sales/media cost ratio) • Simple measure of media effectiveness •eCPA (activity-based) • Normalizes impression and click metrics •ROMI (value-based) • Normalizes actual value of marketing using all channel related costs © 2014 Adometry, Inc. All rights reserved. 9
  • 10. Mapping Your Attribution Ecosystem Paid Media • • • • • • • • • • • • • Display Social Ads Video In App Ads Search Retargeting CSEs Affiliates Email SMS Direct Mail Catalog Inserts Owned Media • • • • • • Transaction & Sales Channels D E V I C E S • • • • Websites Call-Center Kiosk Brick-n-Mortar Products/Services Audience and CRM Data • • • • Merchandise Applications Subscriptions Reservation Referrals Organic Search Direct Nav Organic Social Content Chat © 2014 Adometry, Inc. All rights reserved. 10
  • 11. Identifying Data Sources and Attributes © 2014 Adometry, Inc. All rights reserved. 11
  • 12. Four Primary Types of Attribution Data Sets MARKETING EVENTS What Did They See and Where Did They See It? © 2014 Adometry, Inc. All rights reserved. CONVERSIONS What Was the Result? COST & CONTEXT How Did Each Aspect Perform? CRM & AUDIENCE Who Are They and What Do I Know? 12
  • 13. Marketing Event Data MARKETING EVENTS What Did They See and Where Did They See It? © 2014 Adometry, Inc. All rights reserved. CONVERSIONS What Was the Result? COST & CONTEXT How Did Each Aspect Perform? CRM & AUDIENCE Who Are They and What Do I Know? 13
  • 14. Marketing Events – Sources Channel Impressions Clicks Direct Nav (Other) ✗ ✔ Owned Affiliate ✗ ✔ Paid CSEs/GPLAs ✗ ✔ Paid Referrals ✗ ✔ Paid/Owned/Earned Organic Search ✗ ✔ Owned Paid Search ✗ ✔ Paid Email ✔ ✔ Paid/Owned Display ✔ ✔ Paid Video ✔ ✔ Paid/Owned Mobile Ads (in App) ✔ ✔ Paid Social Posts ✗ ✔ Owned Social Ads ✔ ✔ Paid Direct Mail ✔ ✗ Paid © 2014 Adometry, Inc. All rights reserved. Media Type 14
  • 15. Marketing Events – Data Collection A complete toolbox depending on channels and data collection constraints • Ad server log files • Ad tags – viewability • Platform APIs • Page tags • URL redirects • Pixels • Custom feeds © 2014 Adometry, Inc. All rights reserved. 15 15
  • 16. Direct Mail Channel – How it Works •Integrating the direct mail channel into a comprehensive view of cross-channel marketing performance. Send Mail File Email Ongoing Cookie Sync Name Al Smtih Susan Lee janej@gmail.com © 2014 Adometry, Inc. All rights reserved. Jane Jones Match Offline to Online Postal Address 1401 Adams St Denver, CO 80208 520 Broadway New York, NY, 10012 1600 Barton Springs Rd Austin, TX 78704 Attribution Processing Mail Date Segment Source 01/12/13 HV501 Abacus 01/12/13 NC202 Customer File 01/12/13 AV304 Acxiom 16
  • 17. Moving to User-Level Attribution 3rd-Party Cookies Tracking Challenges • • • • • Mobile web browsers Cookie deletion Cookie blocking Mobile apps Multiple device usage Device Identification • 1st and 3rd-party cookies • Mobile device IDs (non-cookie) • Other devices (non-cookie) Mobile Ad Tracking • Mobile ad network integration Device Graph • Explicit – cross device authentication and partner databases • Inferred – observed behavior © 2014 Adometry, Inc. All rights reserved. User-Level Strategic Benefits • Mobile ad/conversion event tracking • User-level attribution • Insights into device role in customer journey • More persistent • More accurate 17
  • 18. Marketing Events – Key Data Elements •Ad ID (link to cost and context data) •Channel/Sub-Channel •Source (site, network, provider, etc.) •Content/creative •Campaign ID •Date and time •Event type (impression, click, engagement) © 2014 Adometry, Inc. All rights reserved. 18
  • 19. Conversion Event Data MARKETING EVENTS What Did They See and Where Did They See It? © 2014 Adometry, Inc. All rights reserved. CONVERSIONS What Was the Result? COST & CONTEXT How Did Each Aspect Perform? CRM & AUDIENCE Who Are They and What Do I Know? 19
  • 20. Conversion Events – Types •Soft events •Hard events • Store locator • Purchase/reservation • Email subscription or follow • Account activation • Coupon or information download • Enrollment • Configuration/product comparison • Policy start •Firm events • Appointment • Application • Request for information (inquiry) • Quotation © 2014 Adometry, Inc. All rights reserved. 20
  • 21. Conversion Events – Sources and Key Elements Sources • Website – confirmation and thank you pages • Mobile App • Call-center – Unique numbers – Confirmation email/first login – CRM data Elements •Key Elements • Date and time • Amount or value • User ID (link to CRM data) • In-person/POS – Confirmation email/first login – Offline to online sync (PII) – CRM data © 2014 Adometry, Inc. All rights reserved. 21
  • 22. Cost and Reference Data MARKETING EVENTS What Did They See and Where Did They See It? © 2014 Adometry, Inc. All rights reserved. CONVERSIONS What Was the Result? COST & CONTEXT How Did Each Aspect Perform? CRM & AUDIENCE Who Are They and What Do I Know? 22
  • 23. Cost Data – Types and Sources Types •Variable • Media cost (variable) – CPM, CPC, CPL, CPA • Media cost (flat) Sources • Marketing platforms - granular • DSP/ad server • Paid search • Marketing platforms - aggregate • Affiliate, CSEs, email •Fixed • Platform • Campaign and agency • Internal headcount © 2014 Adometry, Inc. All rights reserved. • Ad hoc (finance and spreadsheets) • • • • Tools/platforms Agency Internal headcount Gross margins 23
  • 24. Context Data – Types and Sources •Marketing event attributes • Offers and products • Groupings – Placement – Keyword – Creative – Campaign •Sources • Platforms • Match tables © 2014 Adometry, Inc. All rights reserved. 24
  • 25. CRM and Audience Data MARKETING EVENTS What Did They See and Where Did They See It? © 2014 Adometry, Inc. All rights reserved. CONVERSIONS What Was the Result? COST & CONTEXT How Did Each Aspect Perform? CRM & AUDIENCE Who Are They and What Do I Know? 25
  • 26. Audience and CRM Data •CRM and 1st-party data • Segments • Purchase history • CLTV, loyalty, •Audience and 3rd-party data • Demographics • Geographic • Lifestyle/affinity • Behavior • Purchase Intent • Firmographics © 2014 Adometry, Inc. All rights reserved. 26
  • 27. Data Monitoring to Build Trust © 2014 Adometry, Inc. All rights reserved. 27
  • 28. Bringing it All Together © 2014 Adometry, Inc. All rights reserved. 28
  • 29. Data Flow – Basic Tag Data Collection Publisher Web Site with Ad Ad Server Tag + Adometry Ad Tag (cookie) Search (organic & paid) Optional use of Tag Management for Tag Integration (Floodlight) Click Counts & URL parameters Impression Info (count , viewability) 1 2 3 4 Reference Files (Cost & Context) Impressions Clicks Conversions Ad tags implemented within ad server Landing page tag on all pages Page tag on defined conversion points Collected from ad server, search platform, email, etc. 5 Additional Call Center, Offline Data, Advertiser Data Warehouse, or DMP Attribution & Optimization Reporting © 2014 Adometry, Inc. All rights reserved. 29
  • 30. Cross-Channel Analysis © 2014 Adometry, Inc. All rights reserved. 30
  • 31. Key Takeaways •Begin with the end in mind • Balance goals, data, and complexity • Have a vision for how you will use the insights to drive different activities •Work your way up the tree • Low-hanging fruit first – easy to collect, easy to compile sources, drives most business value • Add more over time as appropriate •Strategically move from activity to value based measurement © 2014 Adometry, Inc. All rights reserved. 31
  • 32. Webinar #3 Putting Attribution to Work: Clarity, Insights, and Action Tuesday, January 28, 2014 www2.adometry.com/insights_to_action © 2014 Adometry, Inc. All rights reserved. 32
  • 33. © 2014 Adometry, Inc. All rights reserved. 33
  • 34. Casey Carey casey.carey@adometry.com @caseycarey © 2014 Adometry, Inc. All rights reserved. 34