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Creating Interactive Content
The tools, the milestones, the skills, the timelines.
Behind-the-scenes with our team—see how we create
interactive content for our own marketing.
What’s Inside
• Inside peek into two interactive
content experiences:
• From static to interactive: white paper
• Interactive first: 50-item ‘infographic’
• We’ll cover:
• The concept
• The team, roles and skills
• The project plan, timelines and effort
Our Typical Process
(tip: In our case, Design & Build are collapsed into one step, because we use our software to create our interactive
content. If you have your interactive content coded by developers, separate this into two distinct steps in your project.)
STEP 1
Brainstorm

STEP 2
Concept Brief

STEP 3
Interactive Wireframe

STEP 4
Design & Build

STEP 5
QA
STEP 6
Launch
STEP 7
Review & 

Measurement
Brainstorm
Concept Brief
Interactive Wireframe

Design & Build

QA

Launch

Review & Measurement
There are two steps in our process we think are critical to
our success—the concept brief and the interactive
wireframe:
✓ Background
✓ Source content
✓ Traffic
✓ Success measurements
✓ Technical considerations
✓ Samples/examples
✓ Details
✓ Overview
✓ Content outline
✓ Data flow
✓ Marketing insights
✓ Sales insights
✓ Data hand off
✓ Next steps
✓ Additional opportunities

The Concept Brief
The concept brief is an important part of our process. It provides a narrative and
outline of what we will build and ensures we all stay on the same page.
The Interactive Wireframe
The interactive wireframe is a working experience without design elements or final content. It
demonstrates functionality & user experience. An interactive wireframe is created before every build.
Once approved, we add final content, design and images. This makes our build step go very quickly.
Here’s an example of how we did it…
Transforming a static PDF white paper into an interactive white paper
Interactive White Paper Snapshot
OBJECTIVE:

Provide an engaging content experience that encourages un-gated content consumption
and continues to drive leads. Capture visitor behavior to surface warmer lead to sales.
This approach works well for our content. Check out this link to learn more: http://
www.ioninteractive.com/blog/ungated-and-unbridled


AUDIENCE:

Prospects (content marketers, direct marketers, online marketers)



MARKETING PROGRAMS:

Social, email marketing, paid social, paid search, organic site traffic
PLANNED INSIGHTS:

For marketing: aggregate topic interest, bounce rate, conversion rate

For sales: individual visitor topic interest
Justin

Executive

Sponsor
Justyn

Web Designer
Katherine

Senior Web 

Designer
Paige

Content 

Marketer
Rachel

Content 

Marketer
The Team
Project Lead Concept, Design & Build Consultation, Proofing/QA
Justin • Executive Sponsor

Ensuring the initiative meets our business goals and stays on track
How They Worked Together
Justyn • Web Designer

Brainstorming & planning
Katherine • Sr. Web Designer

Design & build
Paige &
Rachel • Content Marketers



Does the interactive content
structure work?
Proofing and QA
The Project Lead
Katherine • Senior Web Designer
✓ Brainstormed with team best ways to
add engagement and interactivity to 

the experience.
✓ Created an interactive wireframe based
off the original white paper.
✓ Designed & built the experience in the
ion interactive content platform - using
graphics and content from the original
pdf.

Timeline
Brainstorm

Time Spent: 1.5h

Time Elapsed: 1d
Concept Brief

Time Spent: 1h

Time Elapsed: 1d
Interactive
wireframe

Time Spent: 3h

Time Elapsed: 3d
Design/Build

Time Spent: 5h

Time Elapsed: 5d
QA

Time Spent: 2h

Time Elapsed: 7d
Review &
Measurement

Ongoing
Launch

Time Elapsed: 7d
Total: 13 man hours, 7 days elapsed
The Original Content
• PDF white paper used to 

generate leads.



• Driving traffic from site, paid 

search and email. Visitors land 

on a single page and complete 

the form to download the PDF.



• Strong performance–

meeting goals for leads gen.



Download PDF
Rotator with Sneak
Peak of PDF
Lead-Gen Landing Page
The Situation
• The PDF drives high volume of
leads but it is “pass/fail”.
• Are people reading it?
• How can we ensure the content
is helping sales have better
conversations with warmer
leads?
• More on info on “pass/fail” content: http://
www.ioninteractive.com/blog/heres-why-i-am-so-
passionate-about-the-digital-dialogue

The Opportunity
• Expose the content to a broader 

audience by ‘un-gating’ it.

• Bring the content out of the PDF, 

and into an engaging interactive 

experience where user behavior 

can be measured.
• Offer the PDF version within the 

interactive version to drive leads.
Interactive White Paper
Responsive 

Content 

Include interactive featuresTabbed Content
Add in fun or educational quizzesQuiz
Use animations and interactivity to draw attention to the most
important elements
Includes 

Animation
Un-gate the content, but provide an option to download the
PDF for lead gen
Asset lead-generation lightbox
Offer a ‘contact sales’ option to generate hot
inbound leads for your team
Contact Form
Tag user behaviors behind the scenes so marketing can evaluate content
consumption and sales can meet the lead at the point of interest
How we use it in our marketing: Social, email, organic, paid search
Here’s another example of how we did it…
Creating content, “interactive first”
Interactive Infographic Snapshot
OBJECTIVE:

‘Show” rather than ‘tell’ the advanced features of our software (demonstrate the feature
within the experience itself, rather than writing copy about the features)



AUDIENCE:

Prospects (content marketers, direct marketers, online marketers)



MARKETING PROGRAMS:

Social, email marketing, paid social, paid search, organic site traffic
PLANNED INSIGHTS:

For marketing: aggregate feature interest, bounce rate, conversion rate, average score

For sales: individual scores, as tallied by number of ‘features’ viewed
The Concept
• Create an interactive ‘product’ marketing
brochure showcasing key features of our
product and service.
• A massive “info-graphic”-style interactive
content experience that includes 50 unique
items, grouped by categories of content


Justin

Executive

Sponsor
Matthew

Art Director/
Designer
Jay

Product 

Specialist
Paige

Content 

Marketer
Rachel

Content 

Marketer
The Team
Project Lead Concept, Design & Build Copyediting, Proofing/QA
Justin • Executive Sponsor

Ensuring the initiative meets our business goals and stays on track
Matthew • Art Director 

Conceptualize, Design & Build
Jay • Product Specialist

Brainstorming, Planning
Technical Copywriting
Paige &
Rachel • Content Marketers



Does the interactive content
structure work?
Copywriting & editing
Proofing and QA
How They Worked Together
Project Leads
Jay • Project Specialist
✓ Identified the 50 key platform features
✓ Organized features into a workable outline
✓ Wrote copy for technical content
✓ Provided product guidance for advanced features

Matthew • Designer
✓ Using Jay’s outline - conceptualized 

the visual flow and layout of the
experience directly within the platform
✓ Created all graphics / animations
✓ Built the experience without code 

Timeline
Brainstorm

Time Spent: 4h

Time Elapsed: 1d
Data Flow
Design

Time Spent: 1h

Time Elapsed: 1d
Interactive
wireframe

Time Spent: 10h

Time Elapsed: 7d
Design & Build

Time Spent: 23h

Time Elapsed: 23d
QA

Time Spent: 1d

Time Elapsed: 25d
Review &
Measurement

Ongoing
Launch

Time Elapsed: 25d
Total: 46 man hours, 25 days elapsed
Responsive
Flow & multi-step forms
Multi-Step Rotator Include a Form
Include video Include video
Show vs. Tell
Add wow Video Backgrounds

Social sharing
Social sign-on
Lead-Generation
Tag user behaviors behind the scenes so marketing can evaluate
content consumption and sales can meet the lead at the point of interest
1+ 1+
1+
1+ 1+
Score each of the 50 features (increment +1 for every feature visited) behind the
scenes so marketing and sales can gauge level of engagement with content.
How we use it in our marketing: Social, email,
organic, paid search
Here are some tips & tricks for planning your own
interactive content…
• Confined by the content: Creativity
in re-purposing is key
• Content editing
• The content often dictates the
modality & presentation
• Content and presentation are
conceived separately
• Content team can be separate from
design & build team


• No pre-defined guardrails:
Concepting is key
• Content concepting & writing
• The desired interaction dictates the
modality & presentation
• Content and presentation are
conceived together
• Content, design and build teams
work closely together

vs
STATIC FIRST INTERACTIVE FIRST
Considerations
• Brochure = Interactive lookbook
• Whitepaper = Interactive white paper, 

assessment, interactive infographic
• Pricing sheets = Calculators
• Product sheets = Solution finder 

or product configurators
• Factoids = Game or quiz
Ideas For Scaling Static Content Into
Interactive Experiences
How to uncover strategic opportunities for
interactive content from content you already have:
• What content do you already have, and 

how you can make it more useful 

and engaging for your buyer?
• Meet with sales or the field to determine
gaps in your buyer experience—what
information do you have that needs to
be surfaced more effectively?
• Understand the conversations that 

sales and/or customer support are 

having today—what static documents
are they using in their communication
with customers and prospects?
• Use the ion solution finder to provide 

ideas to scale your existing content:
http://apps.ioninteractive.com/site/
solution-finder/interactive-content
• What does your buyer need 

to help evaluate or make a 

purchase decision?
• Meet with sales or the field to 

determine gaps in your buyer 

experience
• Understand the conversations 

that sales and/or customer 

support are having today
• Scour the web for inspiration and 

ideas (or just call us!)
Considerations for
Interactive-First
Want to see these two interactive
experiences in action? Check out:
http://www.ioninteractive.com/examples
We help transform static content into engaging,
educational, useful interactive experiences.
web: www.ioninteractive.com
twitter: @ioninteractive
email: info@ioninteractive.com

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Creating Interactive Content: A Guide to Transforming Static Documents

  • 1. Creating Interactive Content The tools, the milestones, the skills, the timelines. Behind-the-scenes with our team—see how we create interactive content for our own marketing.
  • 2. What’s Inside • Inside peek into two interactive content experiences: • From static to interactive: white paper • Interactive first: 50-item ‘infographic’ • We’ll cover: • The concept • The team, roles and skills • The project plan, timelines and effort
  • 3. Our Typical Process (tip: In our case, Design & Build are collapsed into one step, because we use our software to create our interactive content. If you have your interactive content coded by developers, separate this into two distinct steps in your project.) STEP 1 Brainstorm
 STEP 2 Concept Brief
 STEP 3 Interactive Wireframe
 STEP 4 Design & Build
 STEP 5 QA STEP 6 Launch STEP 7 Review & 
 Measurement
  • 4. Brainstorm Concept Brief Interactive Wireframe
 Design & Build
 QA
 Launch
 Review & Measurement There are two steps in our process we think are critical to our success—the concept brief and the interactive wireframe:
  • 5. ✓ Background ✓ Source content ✓ Traffic ✓ Success measurements ✓ Technical considerations ✓ Samples/examples ✓ Details ✓ Overview ✓ Content outline ✓ Data flow ✓ Marketing insights ✓ Sales insights ✓ Data hand off ✓ Next steps ✓ Additional opportunities
 The Concept Brief The concept brief is an important part of our process. It provides a narrative and outline of what we will build and ensures we all stay on the same page.
  • 6. The Interactive Wireframe The interactive wireframe is a working experience without design elements or final content. It demonstrates functionality & user experience. An interactive wireframe is created before every build. Once approved, we add final content, design and images. This makes our build step go very quickly.
  • 7. Here’s an example of how we did it… Transforming a static PDF white paper into an interactive white paper
  • 8. Interactive White Paper Snapshot OBJECTIVE:
 Provide an engaging content experience that encourages un-gated content consumption and continues to drive leads. Capture visitor behavior to surface warmer lead to sales. This approach works well for our content. Check out this link to learn more: http:// www.ioninteractive.com/blog/ungated-and-unbridled 
 AUDIENCE:
 Prospects (content marketers, direct marketers, online marketers)
 
 MARKETING PROGRAMS:
 Social, email marketing, paid social, paid search, organic site traffic PLANNED INSIGHTS:
 For marketing: aggregate topic interest, bounce rate, conversion rate
 For sales: individual visitor topic interest
  • 9. Justin
 Executive
 Sponsor Justyn
 Web Designer Katherine
 Senior Web 
 Designer Paige
 Content 
 Marketer Rachel
 Content 
 Marketer The Team Project Lead Concept, Design & Build Consultation, Proofing/QA
  • 10. Justin • Executive Sponsor
 Ensuring the initiative meets our business goals and stays on track How They Worked Together Justyn • Web Designer
 Brainstorming & planning Katherine • Sr. Web Designer
 Design & build Paige & Rachel • Content Marketers
 
 Does the interactive content structure work? Proofing and QA
  • 11. The Project Lead Katherine • Senior Web Designer ✓ Brainstormed with team best ways to add engagement and interactivity to 
 the experience. ✓ Created an interactive wireframe based off the original white paper. ✓ Designed & built the experience in the ion interactive content platform - using graphics and content from the original pdf.

  • 12. Timeline Brainstorm
 Time Spent: 1.5h
 Time Elapsed: 1d Concept Brief
 Time Spent: 1h
 Time Elapsed: 1d Interactive wireframe
 Time Spent: 3h
 Time Elapsed: 3d Design/Build
 Time Spent: 5h
 Time Elapsed: 5d QA
 Time Spent: 2h
 Time Elapsed: 7d Review & Measurement
 Ongoing Launch
 Time Elapsed: 7d Total: 13 man hours, 7 days elapsed
  • 13. The Original Content • PDF white paper used to 
 generate leads.
 
 • Driving traffic from site, paid 
 search and email. Visitors land 
 on a single page and complete 
 the form to download the PDF.
 
 • Strong performance–
 meeting goals for leads gen.
 
 Download PDF Rotator with Sneak Peak of PDF Lead-Gen Landing Page
  • 14. The Situation • The PDF drives high volume of leads but it is “pass/fail”. • Are people reading it? • How can we ensure the content is helping sales have better conversations with warmer leads? • More on info on “pass/fail” content: http:// www.ioninteractive.com/blog/heres-why-i-am-so- passionate-about-the-digital-dialogue

  • 15. The Opportunity • Expose the content to a broader 
 audience by ‘un-gating’ it.
 • Bring the content out of the PDF, 
 and into an engaging interactive 
 experience where user behavior 
 can be measured. • Offer the PDF version within the 
 interactive version to drive leads.
  • 18. Add in fun or educational quizzesQuiz
  • 19. Use animations and interactivity to draw attention to the most important elements Includes 
 Animation
  • 20. Un-gate the content, but provide an option to download the PDF for lead gen Asset lead-generation lightbox
  • 21. Offer a ‘contact sales’ option to generate hot inbound leads for your team Contact Form
  • 22. Tag user behaviors behind the scenes so marketing can evaluate content consumption and sales can meet the lead at the point of interest
  • 23. How we use it in our marketing: Social, email, organic, paid search
  • 24. Here’s another example of how we did it… Creating content, “interactive first”
  • 25. Interactive Infographic Snapshot OBJECTIVE:
 ‘Show” rather than ‘tell’ the advanced features of our software (demonstrate the feature within the experience itself, rather than writing copy about the features)
 
 AUDIENCE:
 Prospects (content marketers, direct marketers, online marketers)
 
 MARKETING PROGRAMS:
 Social, email marketing, paid social, paid search, organic site traffic PLANNED INSIGHTS:
 For marketing: aggregate feature interest, bounce rate, conversion rate, average score
 For sales: individual scores, as tallied by number of ‘features’ viewed
  • 26. The Concept • Create an interactive ‘product’ marketing brochure showcasing key features of our product and service. • A massive “info-graphic”-style interactive content experience that includes 50 unique items, grouped by categories of content 

  • 27. Justin
 Executive
 Sponsor Matthew
 Art Director/ Designer Jay
 Product 
 Specialist Paige
 Content 
 Marketer Rachel
 Content 
 Marketer The Team Project Lead Concept, Design & Build Copyediting, Proofing/QA
  • 28. Justin • Executive Sponsor
 Ensuring the initiative meets our business goals and stays on track Matthew • Art Director 
 Conceptualize, Design & Build Jay • Product Specialist
 Brainstorming, Planning Technical Copywriting Paige & Rachel • Content Marketers
 
 Does the interactive content structure work? Copywriting & editing Proofing and QA How They Worked Together
  • 29. Project Leads Jay • Project Specialist ✓ Identified the 50 key platform features ✓ Organized features into a workable outline ✓ Wrote copy for technical content ✓ Provided product guidance for advanced features
 Matthew • Designer ✓ Using Jay’s outline - conceptualized 
 the visual flow and layout of the experience directly within the platform ✓ Created all graphics / animations ✓ Built the experience without code 

  • 30. Timeline Brainstorm
 Time Spent: 4h
 Time Elapsed: 1d Data Flow Design
 Time Spent: 1h
 Time Elapsed: 1d Interactive wireframe
 Time Spent: 10h
 Time Elapsed: 7d Design & Build
 Time Spent: 23h
 Time Elapsed: 23d QA
 Time Spent: 1d
 Time Elapsed: 25d Review & Measurement
 Ongoing Launch
 Time Elapsed: 25d Total: 46 man hours, 25 days elapsed
  • 32. Flow & multi-step forms Multi-Step Rotator Include a Form
  • 35. Add wow Video Backgrounds

  • 39. Tag user behaviors behind the scenes so marketing can evaluate content consumption and sales can meet the lead at the point of interest
  • 40. 1+ 1+ 1+ 1+ 1+ Score each of the 50 features (increment +1 for every feature visited) behind the scenes so marketing and sales can gauge level of engagement with content.
  • 41. How we use it in our marketing: Social, email, organic, paid search
  • 42. Here are some tips & tricks for planning your own interactive content…
  • 43. • Confined by the content: Creativity in re-purposing is key • Content editing • The content often dictates the modality & presentation • Content and presentation are conceived separately • Content team can be separate from design & build team 
 • No pre-defined guardrails: Concepting is key • Content concepting & writing • The desired interaction dictates the modality & presentation • Content and presentation are conceived together • Content, design and build teams work closely together
 vs STATIC FIRST INTERACTIVE FIRST Considerations
  • 44. • Brochure = Interactive lookbook • Whitepaper = Interactive white paper, 
 assessment, interactive infographic • Pricing sheets = Calculators • Product sheets = Solution finder 
 or product configurators • Factoids = Game or quiz Ideas For Scaling Static Content Into Interactive Experiences
  • 45. How to uncover strategic opportunities for interactive content from content you already have: • What content do you already have, and 
 how you can make it more useful 
 and engaging for your buyer? • Meet with sales or the field to determine gaps in your buyer experience—what information do you have that needs to be surfaced more effectively? • Understand the conversations that 
 sales and/or customer support are 
 having today—what static documents are they using in their communication with customers and prospects? • Use the ion solution finder to provide 
 ideas to scale your existing content: http://apps.ioninteractive.com/site/ solution-finder/interactive-content
  • 46. • What does your buyer need 
 to help evaluate or make a 
 purchase decision? • Meet with sales or the field to 
 determine gaps in your buyer 
 experience • Understand the conversations 
 that sales and/or customer 
 support are having today • Scour the web for inspiration and 
 ideas (or just call us!) Considerations for Interactive-First
  • 47. Want to see these two interactive experiences in action? Check out: http://www.ioninteractive.com/examples We help transform static content into engaging, educational, useful interactive experiences. web: www.ioninteractive.com twitter: @ioninteractive email: info@ioninteractive.com