How Marketing Automation Can Improve Marketing Productivity Posted on December 8, 2021December 1, 2022 by Guest Author When you think of “marketing automation,” does it immediately send you into doomsday mode where robots entirely take over all jobs usually done by humans, or are you normal? What it really means is that you won’t have to do banal operational tasks like scheduling and publishing posts and emails. An autobot could do it while your team is free to do what you really hired them for. Let’s discuss more about the ways you can leverage marketing automation to boost team productivity, increase sales efficiency, and accomplish goals faster. 8 Ways Marketing Automation will Boost Your Productivity 1. Create Fully Automated Welcome Programs A time-tested way to improve the efficient execution of your email marketing strategy is to set up fully automated workflows. Are you aiming to kick off your loyalty-based rewards program? Set up autoresponder welcome emails that are triggered as soon as a customer signs up to become a member. Welcome autoresponder emails serve as a vehicle for new customers to get to know your brand. You can introduce them to your brand values, the team behind it and offer a discount on their next purchase to encourage them to choose your brand again. Automated email flows also allow you to track the customer journey across different product categories in your eCommerce store. On-site actions like browsing products listed in the emails, clicking on offers trigger data collection, which further trigger customized web content and product recommendations–helping drive purchases across the board. Take an example of Eddie Bauer’s welcome email to new members of their loyalty program: Source 2. Boost Your Customer Retention Have you ever come across an Instagram Shop ad for an item you were looking for for a very long time, but it’s also 2:00 a.m., and you’re in no mood to get out of bed to grab your credit card? As an eCommerce business, how do you get this type of customer to the decision stage? Abandoned cart and win-back emails are effective tactics to bring back this type of customer on a purchase journey. Source When a brand has a seamless feedback loop in their online customer flows (meaning they’re removing as many barriers-to-purchase as possible), it helps retain customers better in the long run. Increasing customer retention by 5% can result in an incremental jump of 25-96% in ROI, directly impacting your bottom line. And it doesn’t have to be emails. Ad delivery platforms have figured out targeting people with ads who “forgot” something on your website right where they are–on social media platforms–reminding them to pick up where they left off. Once a customer leaves your website, they are not totally lost. Retargeting ads help re-engage visitors who’ve previously visited your website in the hopes of converting them. Both retargeting and remarketing work in cohesion to create a feedback loop to bring visitors back onto your website, making your job as a marketer easier while delivering a personalized user experience. 3. Automate Omni-Channel Campaigns Modern digital marketing has spectacularly crushed old-school marketing principles in the past decade. Remember “rule of 7”? A prospect needs to see your message at least seven times before they convert. Today, you’ll need to inundate people seven times every day so your brand can stand out in cluttered social media feeds. Even within social media feeds, prospects are split between Stories, Reels, IGTV, posts, etc., necessitating marketers to find a time-efficient way to reach them on all formats. Automating omnichannel or multi-channel campaigns can help you speed up your sales-conversion funnel while requiring lower oversight than traditional marketing methods. You can target customers with hyper-personalized product recommendations in a matter of a few minutes of them interacting with your eCommerce site through emails, location-based push notifications, retargeted ads, and native content. Amazon has fine-tuned its algorithm to reach people everywhere. If you were searching for dog beds on Google, you best believe it’ll serve you with recommendations of top-selling product listings on its app everywhere–Facebook, Instagram, Twitter, news sites, and even within its own app. You can try and test it right now. Your Amazon app homepage is highly personalized to your search and shopping history both within and off the app. Source Amazon finetunes it based on seasonality too. Were you shopping for room décor this time of the year? Maybe you are into refreshing it every holiday season. Amazon will show you fresh options for the products you bought at the same time last year. 4. Improve Your Customer Personalization Customers have highly unique and specific needs now, making it difficult to segment them into traditional target market buckets. Marketing automation tools can pick up on markers like frequency and seasonality of on-site interactions, a combination of products viewed, add-to-carts, and serve personalized messages accordingly. Shutterfly, for example, shows products personalized with photos picked out from your personal album to drive purchases in that category. If you download the app and give it access (permissible) to your phone album, it picks up photos with faces and shows you products with those photos on them–like mugs and cushions. It’s an impressive alloy of content marketing and customer experience principles. You’re more likely to buy a product like that if you can already see how it would look once you do. It also removes barriers like clicking on a product, uploading a photo, and then checking out how a customized mug would look like. Spotify’s Discover Weekly playlist is another great case study on how to marry user needs with automation. Source Before you take this route, make sure you’re following local data privacy guidelines when pulling personal data for marketing purposes. Doing so without appropriate permissions in place can put your brand reputation in hot water. 5. The Ability for Continuous Improvement A great upside to marketing automation tools is that it provides infinite opportunities to test and learn as quickly and as precisely as possible. Want to test a new range of Fall back-to-school clothing lines targeted to academic yet fashion-conscious college students? With marketing automation, you can target paid ads specifically to an audience with those niche markers so you can understand quickly whether your messages resonate with this group or not. It saves you time and effort while lending scalability to your marketing campaigns. You can continuously run A/B test campaigns to optimize email messages, subject lines, creative elements, calls-to-action, copy, and audience segments. Does your team have six different ideas for what the creative for your next holiday campaign should look like? With automation tools, you can test and learn creatives at scale. Run a multivariate display campaign in test markets to understand which messages resonate and convert customers the fastest. Are the conversions low but with high cart values? Which creative is driving this? It’s easier to answer these questions when you are not sweating the operational elements of a testing strategy. 6. Reduce Costs in the Long Run When you can automate mundane tasks like adjusting bids, loading creatives, switching targeting, it saves you cost in the long run. You don’t need to hire a full-time campaign coordinator to manage those tasks anymore and instead can focus team resources on devising strategies and creating ideas. It also means you don’t need subscriptions to five different platforms and can instead have a one-stop-shop for needs such as dynamic creative creation, audience testing, and budget optimization, etc. Some platforms available in the market have data management and CRM pipelines built into them with the aim to encourage integration and agile project management across verticals like sales, customer support, and marketing. 7. Enhance Your Lead Nurturing You know what saves time? Not having your sales prospecting team personally reach out to leads to qualify them. You can automate prospecting based on markers like the time between interactions, subscription options checked out, or pages browsed. Swift response can yield a higher sales prospect conversion rate because you’re not allowing room for other competitors to swoop into a prospect’s consideration set. Many times customer needs are so urgent, response time is the only differentiating factor. Support automation is the way to go for those looking to shorten their response time. 8. Make Your Teams More Efficient When your team is not tied up with monotonous tasks, they can judiciously utilize their time to focus on long-term strategic planning in service of your annual goals. Performing mind-numbing tasks day in and day out can induce and speed up team burnout. In this economy of UberEats and Postmates, becoming a gig worker seems like a better option compared to working a monotonous nine to five. They’ll start looking outside for career opportunities unless you provide them with a better creative outlet and room to expand their skill set. Teams need to be challenged creatively so they can grow and accomplish new milestones–both professional and personal. Marketing automation tools are sophisticated enough to take over many tactical tasks and operational elements of your team, such as lead assignments and follow-ups. Moreover, in most organizations, marketing and sales teams use different tools while working towards their respective goals, exacerbating tensions. Lining up both teams on one automation tool can foster greater collaboration and bridge communication gaps. If sales and marketing are each working with different tools, they will be looking and analyzing vast outcomes of the same business-building strategies. Utilizing a marketing automation tool allows your teams to focus on high-level elements of your marketing strategy, boosting overall team productivity, the volume of sales, and business revenue. Social media management is one of the most demanding areas of digital marketing. Automate publishing and scheduling by switching over those tasks to a social media management tool like CoSchedule or ContentCal and, as a result, give more time back in the hands of your social media team. This way, they can allocate more time to creating content and learning what resonates best with your brand’s community. Superpower Your Marketing Team with Automation Doomsayers predict that most jobs will be taken over by robots, ergo automation making humans redundant. But you know what? Automation is awesome. Used strategically, marketing automation tools can help enhance team productivity in the long run. By freeing up team time from operational and mundane tasks, they can work on the critical growth-oriented elements of their roles. You get access to diverse behavioral targeting like add-to-carts, content your customers are interested in, site interactions like favoriting content, giving you deep insight into how your customers are engaging with your brand. Author Bio Mark Quadros is a SaaS content marketer that helps brands create and distribute rad content. On a similar note, Mark loves content and contributes to several authoritative blogs like HubSpot, CoSchedule, Foundr, etc. Connect with him via LinkedIn or Twitter.
The Company Culture Guide for Your Remote Business Posted on December 2, 2021November 24, 2021 by Jonathan Herrick According to a Glassdoor study, 77% of prospective employees consider company culture before applying for open positions. Furthermore, 74% of your top talent would look for a job elsewhere if your current work culture deteriorates. The pandemic thrust a lot of us into a work-from-home situation, which has shifted the workplace structure as we know it. As some companies decide to keep this model for good, others are going to a more hybrid approach, and the rest are transitioning back into the office. Regardless, one thing seems to be true across the board: people are quitting their jobs in rapid numbers. The Great Resignation is forcing employers to take a cold hard look at their company culture, and many are realizing that whatever they’re doing may not be enough. Besides establishing a great company culture, you have to keep improving it to attract and retain top talent. And we’re noticing, pretty quickly, that doing so can be challenging, especially if your employees work remotely. What Is Remote Work Culture? Traditional company culture encapsulates the practices, behaviors, and beliefs that form your company’s identity. It outlines what’s accepted, rejected, tolerated, and condemned, and as such, shapes the conduct and attitudes of people at your company. A remote company culture borrows these principles, but it’s a tad different. It entails the priorities, attitudes, experiences, and interests that keep remote employees connected and striving towards a common goal. The idea is that just because everyone isn’t physically in the same place, there’s still a sense of community and oneness held together by common practices and drives, all of which lead to a positive work environment for all. 5 Tips for Maintaining a Solid Remote Company Culture According to Chris Herd, founder of FirstBase, technology has made the remote-first alternative a possibility for many brands. Embracing a remote work environment isn’t so big an obstacle. However, the inability to reorient the company’s culture away from the office is still a stumbling block for many. Here are some tips to help you create a remote culture that’s radically different from the traditional work culture: Establish Company Values that Enhance Remote Work Culture First and foremost, establish the policies, guidelines, and expectations to govern remote work at your organization. Make sure these policies align with your company values and address all employees’ questions about remote work. For example, how flexible will you be with employee working hours? Do you support synchronous or asynchronous communication and collaboration? Can employees travel and work remotely as long as they meet performance goals and deadlines? Take into consideration that the typical expectations may no longer work for your employees. They may need to run to a doctor’s appointment in the middle of the day, or they may be working at home with children and have more interruptions than normal. Instill the expectation that as long as they are able to manage their workload, it doesn’t matter when they clock in and out for the day. Make Your Remote Work Culture an Open Book As Mazen Mroure, former chief executive officer at MTN, says, the most important way to establish a positive remote culture is to ensure that every employee is constantly aware of what’s going on. That means you should share the remote culture document with every employee. Here, you have options like emailing employees or distributing the document across all your company’s communication channels. Share this document during employee onboarding so that new employees can refer back to key points over and over until all the principles become second nature. Also, make sure to send regular reminders with cultural quotes in newsletters and employee work emails. Most importantly, when you amend a policy or guideline, notify employees to keep everyone on the same page. Having this amount of transparency around your culture document may also open it up to feedback and input from your employees. And while that may scare you at first, it’s a great thing when your team feels like they can come to you with their thoughts. It just means that they’re invested in the company and want to see it serve everyone. Foster Trust Through Strong Communication Creating and distributing the document is like sowing the seed of a great remote culture. For that seed to germinate, grow and bear fruit, it requires the right conditions. In other words, for your remote culture to deliver the intended results, you should start with fostering trust among remote members. Schedule virtual group meetings and team-building activities to build a feeling of camaraderie around teams. When employees trust each other, they’re willing to work together and align around a shared sense of purpose. Create and Refine Unique Rituals Adopt unique traditions that help integrate your remote work culture into core operations. For example, ask your recruiting department to add interview questions to assess candidates for cultural fit. You could also make employees’ adherence to cultural values a factor in their annual performance reviews. Make sure that your core values are clear from the beginning so there’s no confusion over this. And culture fit should never be an excuse to terminate someone who is doing an otherwise great job. Also, it’s a two-way street, so make sure you’re doing your part to live up to your employee’s expectations regarding culture. This will help make any unique rituals you incorporate go smoothly. Survey and Collect Feedback Frequently Positive remote work culture isn’t something you’ll get right the first time. It takes constant tweaking and input from the leadership and employees to perfect it. Solicit feedback regularly from people in your organization. Doing so will help you weed out what’s unhelpful while improving upon what’s working to keep teams thriving. In conclusion, a remote work culture means different things for different companies. While you can borrow a leaf from successful brands like Buffer and Gitlab, your culture should ladder back to your company’s unique values. Make these tips a priority and your employees will be happier for it.
How to Maintain Transparency in Agency-Client Relationships Posted on December 1, 2021November 24, 2021 by Guest Author How long do your client relationships last on average? For most marketing agencies, it would be between three to five years on average. Honestly, this doesn’t sound half bad. But when you compare it to larger marketing agencies, you’ll be surprised to find that the average length of client engagements can go much longer, with global top 40 agency-client relationships lasting 22 years on average. The reason behind any healthy agency-client relationship all comes down to trust, and that can only be built on a foundation of transparency. So whether you are a branding or marketing agency, you need to be maintaining a transparent relationship with your clients, and here are five ways to get started. 1. Set Clear and Specific Goals It’s always best, to be honest from the start of the relationship. Instead of giving lip service and making unrealistic promises, the best practice is to understand your client’s objectives and provide them with a realistic strategy. Greg Paull, the principal of global consulting firm R3, which commissioned the Global 40 report, says that like great marriages, a long-lasting partnership between agencies and clients start with a shared understanding and clear goal. Both parties should share the same idea of what success looks like. That means helping clients establish marketing goals and outlining relevant KPIs. Besides, marketing agencies need to be open about their scope of work and strategy. Let clients know what it will take to achieve their goals. Make sure everything is clear up front and that your clients are agreeable. You can also use case studies from past clients to better demonstrate your strategy and get your message across effectively. Sometimes, clients don’t exactly understand what it takes to successfully run specific campaigns, so involving them in operation is crucial. 2. Involve Your Client in the Process The relationship between your agency and clients should be collaborative to make sure that they are happy with the work delivered. Ideally, you should set up a client onboarding session at the very beginning to collate all the information you need for a successful personalized strategy. Find out what they have tried in the past and if it was successful, discuss expectations regarding budgets, results, and timeframes. Set up a system and schedule for seamless communication and feedback. This will help your clients feel more involved in the process and ensure that their opinions are more appreciated and that their content aligns with their brand voice and beliefs. But more importantly, having your clients involved in the operation will inform and educate them. Especially when you are providing your clients with more value, you want to make sure they are aware of what exactly is being done. 3. Data Transparency and Easy Access Providing complete data transparency to your clients is not just the right thing to do; it’s an ethical practice that all marketing agencies should employ. Given that your clients are paying you to handle the marketing efforts for the company, it only makes sense that they should have access to their own assets and information. Content like artwork, copywriting, and other created assets can be easily made accessible through shared drives. You can also use project management tools, like Monday.com or AirTable, to encourage transparency in the project. Image Source By giving clients easy access to their project and the works in progress, everyone can get a better grasp of the time expectations and interact directly with the team if they have any comments. 4. Timely Reporting and Communication Transparency is more than just putting everything out in the open. It is also about taking accountability and building relationships. Having regular touchpoints and communications is essential to build trust and rapport with your clients beyond transactions. Make sure you have a dedicated account manager to be the primary point of contact responsible for each client. They should become the trusted source of information for clients, address their concerns, and build close relationships personally and professionally. Whether through in-person meetings or remote communication through phone calls, emails, or video conferences, they should schedule a regular touchpoint every week to go over the projects with clients. During this meeting, update the progress and let them know the performance of their ads, newsletter, website, and other performance metrics like organic traffic, click-through rates, engagement, and conversions. Image Source Take the opportunity to discuss ways to further drive ROI and meet goals. 5. Be Candor About Budget and Progress Clients want to know if their invested resources are producing actual results, and it’s up to agencies to provide detailed reporting that makes sense. Ensure that your reporting is upfront and goes beyond vanity metrics like page views and social media followers, but rather how this translates in dollars and cents. You can do this by compiling information from analytics tools and getting customer data from clients to see new qualified leads and check if the digital marketing strategy has been successful. As much as we celebrate great wins, we have to admit that sometimes marketing campaigns won’t work the way we want them to. Be honest when the strategy doesn’t produce results, and let your client be aware of issues early to find potential solutions. Company revenue aside, the second biggest concern a client has will always be about the budget. So give a clear delineation of their marketing spending and let them know exactly where their money is being spent and the costs associated with managing them. Avoid hidden costs and explain to your clients why things cost money and what it takes to effectively perform the desired service. Being candor is the key. When clients know where their resources are invested and their ROI, they will have peace of mind that their projects are being handled efficiently. This is because you show that you have their best interest in mind and that you are doing everything you can to generate the best possible results, which will build trust. Key Takeaway Ultimately, transparency is vital in building a successful and long-lasting client-agency relationship. It is profitable in the long run and strengthens partnerships to help retain clients and create a win-win situation. Author Bio Adela Belin is a content marketer and blogger at Writers Per Hour. She is passionate about sharing stories with the hope of making a difference in people’s lives and contributing to their personal and professional growth. Find her on Twitter and LinkedIn.
Employee Advocacy on Social Media: What It Is and Why It Matters Posted on November 24, 2021December 1, 2021 by Guest Author The reputation of a company is reflected in the treatment of its employees. For a business, there is no better advertisement than a passionate, satisfied and happy employee. By making your employees feel valued, you are raising their morale, self-esteem, and self-confidence, thus creating loyal staff motivated to give their best in achieving the goals of your company. There is no need to emphasize how important it is to be sincere while doing so. But, there is also a way to take advantage of such a resource. You can grow your employees into your most dedicated and authentic brand ambassadors. It can be an awesome way to boost your brand reputation and help attract new talents who share similar values. Employee advocacy is contemporary influencer marketing. It has been around for decades in various forms, but the internet and social media have revolutionized it. Yet, there are plenty of companies that haven’t been activating their employees as marketing, sales, and recruiting assets. Let’s see how to improve that. But, first… What is Employee Advocacy? Simply put, employee advocacy is the promotion of a company by its staff members. Employee advocacy activities include recommending your company’s products or services to friends or family members and raising awareness of your brand through various online or offline channels. Employee advocates also represent the best interests of your company, internally and externally alike, and provide insight into the company culture. As you can see, you and/or your staff may have already been using some of these marketing tactics without realizing it. There are different ways in which your employees can advocate for your company, both off and online. However, social media proved to be the fastest, most effective, and most common channel for employee advocacy. Here is why. Employee Advocacy on Social Media Traditional marketing channels have long ago left the scene to the digital ones. Your customers spend a lot of their free time on their social media networks, but so do your employees. It’s not just marketers, salespeople, and paid influencers who can share your content. Your complete workforce can find relevance in the content your marketing team creates and, therefore, be your brand voice. Though bloggers and social media celebrities certainly have large followings, it’s not so uncommon for regular people to have hundreds or thousands of followers too. Since they have already built a certain reputation, activating such employees to be the ambassadors of your brand can be the key social media growth hack for your business. Benefits of Employee Advocacy Building Your Brand Reputation As mentioned above, employees are the mirror of the company. When workers are happy with the company and the work environment, when they feel respected, valued, and have a sense of purpose, they are willing to share it with their friends, colleagues, and peers around the globe. Once they share something positive about your brand, it cannot go unnoticed. It puts your company and brand in the spotlight and spreads the message. Word of mouth is the best advertisement. When it comes from your employees, that word is even more valuable. While making a decision regarding a purchase, generated leads trust employees more than they trust CEOs or the marketing department., and this reflects on your conversion rates. When you create a culture that your employees value, they then want to share it on their profiles with other people. The total social media reach of your staff can be greater than that of your brand. You should take advantage of it and try to grow your social media following organically. Improve Your Brand Visibility The results of a study by Cisco showed that employees’ posts on social media generate eight times more engagement than the same content shared on the brand’s official profiles. Additionally, your employees’ network can number up to ten times more followers than that of your company. This, of course, depends on the size of the company. For easier calculation, let’s assume that your business has 100 employees and 5,000 fans on your Facebook business page. If each of the employees has an average of 400 friends on Facebook, the total reach is 40,000 people. There lies the possibility to reach a much larger audience. Having employees who share your content and promote your initiatives is like having more accounts on social media that promote your brand. Except that they are more authentic and less promotional. However, it also means that your employees need to take a proactive approach when it comes to managing a social media workflow. They need to plan and schedule Facebook posts to create a constant output. It’s important for your employees to be able to schedule Facebook posting themselves, and they can do that easily with a dedicated tool and a centralized platform. That said, keep in mind this needs to be an organic approach that’s not blatant PR for your brand. Adding More Human Element to Your Brand When employees post online information related to their workplaces, the message is viewed as more genuine and trustworthy. Their personal yet objective insight can make a difference in how the audience relates to the brand. The same applies to avoiding the more professional jargon and using more common and colloquial phrases. All that helps humanize your brand. A message that bears a more human touch is more receptive. Let’s set team-building activities as an example. New job candidates will trust the pictures and comments posted by your employees regarding team-building activities in your company rather than the same content posted on your official social networks. The psychology behind this is straightforward – the experience of your company gatherings, the overall atmosphere, and their willingness to participate seem more genuine when coming from the employees themselves. Employee Advocacy Strategy As you can see, employee advocacy can be a powerful marketing tool. Like every other marketing effort, it requires more than simply telling your staff to share your content on their personal profiles. To get the best of it, you need to develop a plan, a policy, a guideline, and a consistent social media calendar. You need to set goals and find the right people among your workforce to deliver this task to. You also need to provide them with a great platform and quality content they can share. Though the actions they take might have already revealed the employee advocacies in your company, you still need to prove proper training and helpful tips. You can increase their willingness to participate in these extracurricular activities by offering guidance on: Relevant social media channels they should post to A list of topics and links to share An insight into posting interval Identified target audience and set tone of voice Training on how to optimize their social media profiles A list of appropriate hashtags Suggested captions for sharing content Define the value behind employee advocacy Don’t hesitate to go into detail. As in making every strategy, it is always better to calculate every step in advance than to be taken aback by a sudden situation, unprepared to react. Introducing your advocates even into something as basic as email subject line formulas can come in handy in certain situations. However, half of brands find it difficult to keep their employees motivated. That is why it is important to nurture relationships with your staff and communicate the benefits the employees themselves can gain from participating in employee advocacy programs. In fact, 86% of employees in companies that have a formal employee advocacy program say that their involvement in social media for professional purposes has helped in building their careers. Like every other marketing strategy, employee advocacy requires lots of effort and patience to get the results. Similarly, measuring and analyzing social media success is vital for an employee advocacy program. It gives you an insight into what works and what needs to be improved. On the other side, the payoffs of employee advocacy are enormous. It might be the right time to give it a try. Author Bio Nina Petrov is a content marketing specialist, passionate about graphic design, content marketing, and the new generation of green and social businesses. She starts the day scrolling her digest on new digital trends while sipping a cup of coffee with milk and sugar. Her white little bunny tends to reply to your emails when she is on vacation.
Your Guide to Writing an Effective Creative Brief Posted on November 23, 2021November 17, 2021 by Katie Culp For most agencies, nailing a client project is a team effort. For every department involved, delivering on goal and on budget requires fully understanding the project assignment from all angles before getting started. This is why having a creative brief is essential. Creative briefs are a tool that agencies use to guide projects from the initial kickoff. They outline the fundamentals of what’s driving the project, what will measure success, and so much more. They are the project’s compass, so if they aren’t put together well, then the entire project will suffer, and you could have a client retention problem on your hands. If you’re having trouble putting together your creative briefs, or if you’re an agency that currently uses a different method and are interested in switching to creative briefs, then you’ve come to the right place. Let’s dive into everything regarding writing effective creative briefs. Ready? What is a Creative Brief? A creative brief is a short yet comprehensive document that outlines the goals, purpose, messaging, requirements, and other key details for an advertising, marketing, or design project. Think of it as a roadmap that tells the creative team what they need to do to arrive at the desired destination. It seeks to answer questions about a creative project such as: What will the project look like when it’s done? Who is the target audience? What “argument” is the project going to address? What are the supporting points? Why is the project needed? When is the project due? How and where will the project be published? Besides explaining the project’s objective, a creative brief describes the innovative approach to achieve it. A good brief also serves as a springboard for ideas, helping your teams unlock their full creative power to make the client’s project a success. What are They Used For? Creative briefs are standard tools in advertising and marketing campaigns. Besides providing a sound understanding of the project objective and requirements, they: Put the agency, client, and creatives on the same page. Create a starting point for teams to brainstorm ideas. Eliminate last-minute changes, conflicting objectives, and misunderstanding, which can delay the project, causing you to lose valuable time and money. Maintain accountability and communication, which goes a long way towards making the whole process smoother and more efficient. Provide a quick overview of the brand and its background, making it easier for the creative team to deliver high-quality projects. Align the client’s expectations (and budget) with your creative media plan. What are the Main Components of an Effective Creative Brief? On average, 33% of the marketing budget is wasted on poorly crafted creative briefs. To sidestep that pitfall, you should ensure your clients provide as much information as possible for each of the following sections. Company Background This portion may not be needed for every brief. Look at including it on a case-by-case basis, or at least for the first brief you put together for a new client. Make sure the client provides context and background information about their company or product. What are the company’s specific values? Is it mission-driven? The client should provide all the information your creative teams need to understand the brand better. Project Description A brief but detailed description of the assigned project. The client should provide as much information as possible to help your team understand what the project entails. What’s the challenge, opportunity, or need? Project Objective This is a description of the “why” of the project. It’s arguably the most important part of the brief, and you should iron it out with the client at the onset. What does the client hope to achieve with the project? How will you measure success? For example, if you are designing a Facebook video ad, you might measure success by the number of impressions or leads. When the creative asset is designed with the goal top of mind, the chances of success improve significantly. Target Audience Who are you trying to reach with this campaign or project? The client should provide demographic information and behavioral insights about the target audience. These details help the creative team develop a design and content strategy that appeal to the audience your client is trying to reach. Main Message What message do you want to hammer home? This message should nudge the target audience towards making the call to action, and the messaging should align with the brand’s strategic positioning and objectives. Besides that, it should also reflect the client’s voice, tone, and style. What is Needed to Write an Effective Creative Brief? Ideally, the client’s representative or the assigned account manager should meet together to fill out the creative brief. The idea is to get as much detailed information as needed for each of the sections mentioned above. Some of the materials that streamline the process include: Client’s project research Description of audience persona Previous marketing materials Competitor information Keep in mind that not all creative briefs are created equal, and while the elements discussed above are essential, you could add other sections that make the process easier for your team. As you write more briefs, working with your clients and your creative team, you’ll nail down a formula that works for you — but this should be enough to get you started!
9 Tips to Help Your Small Business Stand Out In Customer Service Posted on November 18, 2021December 1, 2022 by Erin Posey Whether customer service is your responsibility as the business owner or you have a team of ten, your small business has a duty to perform to a standard that your customers can appreciate. Excellent customer service can make or break a small business, especially in our increasingly competitive global economy. When the consumer is one click away from doing business with anyone in the world, good customer service can really set your company apart. One survey conducted found that 68% of customers claim they are willing to spend more with businesses where they have experienced a positive service interaction. On the other end of that spectrum, 71% of consumers have ended their relationship with a business due to poor customer service. So, what is it that will take your ordinary customer service to an entirely different level so it is easily recognizable by your customers? Keep these strategies in mind to stand out among your competition and grow your small business. Why is Customer Service So Important? Picture this: you board a taxi to one of your favorite restaurants in town. The taxi driver is kind and caring and seems to understand your preferred routes — he even offers a discount for a delay caused by a traffic jam. The chances are good that the next time you go out, you’ll hire the services of the same driver. Right? You’d even be spurred to share the experience and recommend the cab service to your friends, meaning more business for the driver. Now, a good customer service team is like this taxi driver. It helps retain existing customers and gain more value from them, leading to increased revenue. Even better, it generates positive word-of-mouth about your business, helping you acquire new customers at a lower cost of acquisition. Other benefits of good customer service include: It lowers customer churn rate It increases the customer lifetime value It improves brand awareness It turns customers into brand advocates What Are the Qualities of a Strong Customer Service Team? While you need to have a representative with the right characteristics, you want to have a team that brings the best out of everyone. Here are the top qualities your team should exhibit: Professionalism Your service team will come across different types of customers — happy, satisfied, inquisitive, and frustrated. Dealing with happy or satisfied customers should be straightforward: the team only needs to thank the customer for choosing your brand. They should also affirm your willingness to help the customer, should they hit a snag using your service or product. However, your team needs to demonstrate professionalism (and a lot of it) when dealing with frustrated customers. They should stay poised, confident, and level-headed in order to deal with such customers in a way that shows your business respects, cares about and values the customer. People-first Attitude Beyond professionalism, the teams need to maintain a customer-first attitude. The customer should remain not only first but in the center of the team’s operation. However, the team shouldn’t fall into the trap of viewing the customer as a sale. Instead, they need to understand that the biggest factor in good service relates to basic humanity. As such, they should bear with every situation and strive to ensure the customer feels heard and valued when they voice a concern. And even before then, the customer needs to feel valued and appreciated — as an individual, not just a number — every time they make a purchase. Language Skills During the inception stage of your business, it’s possible your target audience is in one country. However, as you grow, things will change, and you’ll onboard customers from multiple countries. In that case, your team should scale accordingly. Besides providing solutions in an educated and respectful manner, they should tailor each response to the customer’s language and be sensitive to culture and syntax styles. Training to Handle Complaints Lastly, the team should have the know-how to handle customer complaints with professionalism and understanding. No matter the customer’s complaint, your team should listen and understand, be apologetic, and be empathetic. More than that, good customer service teams always follow up with the customer. They always find out whether the solution they recommended worked. What’s the experience like using your product or service? Why did the customer dislike the service offered? Was their concern resolved appropriately? These are the most important characteristics for your support agents to have. However, instilling autonomy and empowering your cs agents to wow customers is key and essential for getting these kinds of characteristics to really come forward and shine. Following up shows that you care and value the customer. 9 Tips for Good Customer Service 1. Build Rapport with Your Customers. Your client base is likely smaller than a Fortune 500 company where customers are just a number. As a small business owner, you have a real opportunity to personalize the customer experience. Regularly reaching out to your customers, getting to know them by name, and remembering faces will make all interactions with your business more memorable and will make your customers feel valued. 2. Be Present on Every Level. Customer service is all about being present, from the service counter to social outlets to emails. Taking hours or days to respond to your customers via phone, email, or social media will no doubt leave them feeling neglected and eventually unhappy with your services. Before you let it get that far, have an action plan in place for every avenue of communication and make sure your team is on the same page. 3. Treat Every Customer with the Same Level of Service. From the customer who checks in with you once a year to the one that you’re in contact with daily, make sure each one gets the same level of service. Repeat customers, referrals, and former customers can be a huge asset for your business, so you don’t want to roll the dice with inconsistent service experiences. Having a solid process in place through the entire customer lifecycle – from marketing and sales to onboarding and customer retention – can ensure that everyone receives the same awesome level of service. 4. Pay Close Attention to Customer Feedback. Make sure your customers have a way to share their opinions about your business. Whether it’s a customer survey or an open invitation to share reviews on websites like Yelp or Facebook, when customers feel like you are listening to what they have to say, they’re more comfortable investing in your product. 5. Hire Employees with Excellent People Skills. From the cashier to the service agent answering the phones, hiring the right team, individuals with good people skills is a non-negotiable for your small business customer service success. Often customer service representatives serve as the face of your business, so you need to ensure that it’s a face you’re willing to show. 6. Learn to be a Pro at Problem-Solving. The age-old mantra “the customer is always right” still holds true today. It doesn’t matter who’s right or who’s wrong. At the end of the day, reaching a solution for your customer is going to make a positive impact on your bottom line. In a best-case scenario, you can increase customer loyalty and generate referrals. Worst case scenario, you can quell negative word-of-mouth (in person and online) about your brand. Put your pride aside when dealing with difficult customers. No one wants to be told that they’re wrong, especially by a business they’re investing their time and money into – they want to reach a solution. 7. Don’t Make False Promises or Guarantees. Extravagant promotions and promises will no doubt entice customers. But, nothing is more frustrating for current or potential customers than a click-bait offer or a promotion with a multitude of stipulations. Be honest and upfront about your promises, and you’ll build a happier, more committed customer base. 8. Understand the Value of Customer Retention. Marketing is expensive and requires time and effort to do well. While it’s important to grow your small business by adding customers, make sure to keep in mind the value of retention. It’s more expensive to acquire new customers compared to retaining existing ones. In many cases, it’s more economically wise to focus on customers who have already interacted with your business. Retention is only possible if you’re demonstrating appreciation for and value to your customers at every stage of the customer lifecycle. 9. Treat Your Employees the Way You Expect Them to Treat Your Customers. This is perhaps one of the most overlooked secrets of stellar customer service. Small business owners should treat employees with the same respect, transparency, and appreciation that they would a valued customer. The happier your employees are with their position, the more dedicated they’ll be to your small business success. Customer Service Tools To put the above tips into action, you have to embrace tools and apps to improve customer service. Some of the most important tools include: Marketing Automation Marketing automation tools help serve up more personalized content to would-be consumers at the most opportune time in the sales funnel. It can help you deliver to your customers and prospects the kinds of resources they need so they can learn, be better at their jobs, and find solutions to their problems. Live Chat Tools In the era of instant gratification, customers no longer want to wait for ages to speak to a representative. They want immediate answers to their questions and will hang up (or leave your website) if that’s not afforded. Live chat tools can increase the speed of customer interactions. They give you an option to respond to customer queries instantly or offer assistance as soon as they show interest. Customer Relationship Management Tools CRM tools enable you to cultivate and manage customer relationships. They help you gather data on customers’ preferences, interests, purchase history, and more. Analyzing the data unearths insights that help you tailor your offering to the client’s needs. Live Visual Support Tools By providing a live visual assistance tool to your support team members, you offer them the possibility to give visual help to solve technical issues that need immediate assistance. Thanks to several collaboration functionalities, your support team would be able to provide a much more personalized help to solve a problem that needs immediate assistance and technical skills. Being able to see the problem, instead of having to understand the issue from an oral description leads to a much quicker problem resolution process. Moreover, by adding the video in your interaction with your customer, you bring much more empathy to the conversation, leaving the customer with a much better impression. It’s a competitive world out there for small businesses, and it’s often hard to cut through the noise. Customer service is your chance to differentiate your product and exceed expectations to build a loyal customer base and make your business memorable.
5 Ways To Generate Leads Using Facebook Posted on November 17, 2021November 12, 2021 by Guest Author Every business needs a way to generate leads (and sales) consistently, and there’s no better platform to do that than Facebook. Whether you love or hate it, there’s no getting away from the fact that Facebook offers an incredible opportunity for business owners. With over 2.89 billion active monthly users, you can guarantee your potential customers are using the platform. But there’s a lot of noise to cut through. So, how do you get them interested in your lead generation campaigns? In this article, I’ll share five proven ways to generate leads using Facebook (both paid and organic). 1. Using Facebook Conversion Ads Most businesses already have an approach to generating leads on their website. They might offer: a complimentary consultation a demo request a time-sensitive discount But, I’m certain almost every business owner will agree that they want more people to take them up on these offers. That’s where Facebook Conversion campaigns come in. When you create an ad campaign on Facebook, you’re presented with several campaign objectives. If your goal is to have people take an action on your site (such as sign up for a consultation, demo, or discount), you need to select the conversion campaign to have the best chance at success. Facebook conversion ads can help: Grow sales by getting visitors to complete specific transactions on your website. Prompt an action – it’s up to you to define which action you want your visitor to take. You might want them to visit your site or add an item to their shopping basket. Optimize your campaign – Facebook delivers your conversion ads to people who are most likely to convert. Vs the likes of a Traffic campaign where Facebook optimizes for clicks One of the biggest mistakes we see business owners making is blindly boosting posts, rather than using conversion ads. Boosting posts are great for garnering engagement (likes, comments, and shares) but rarely are they ever optimal for getting people to take action However, you can’t effectively track conversions unless you’ve installed the Facebook pixel. There are also straightforward instructions here on installing the pixel if you don’t have it. Once you’ve installed the pixel, you can define which user action defines your conversion. You can get very specific here. For example, you might want your visitor to join your mailing list. In that case, your “Thank You” page would be the trigger that tells Facebook that the conversion is complete. Facebook conversion ads can be a compelling way to generate leads. But – as ever – you need strong creative content with a clear CTA to inspire the initial click. 2. Using Facebook Lead Ads Another way to generate leads on Facebook is using Facebook Lead ads. These are different from conversion ads – you keep the user on Facebook with a Lead ad (as opposed to sending them to your website or a separate landing page). When someone clicks on your Lead ad, a Facebook form appears, and it’s here that you collect their details. You might want to collect email sign-ups, offer deals or promotions, or collect inquiries from new customers. The Lead ad form is usually auto-populated with the lead’s details – name, number, email, address, etc., making it quick and easy for users to sign up for your offer. Because let’s face it, Facebook knows everything about us! When you create your ad, define the information you’re looking for. Be specific, but be cautious of over-harvesting! People lose faith in your credibility if you ask for their inside leg measurement (unless you sell trousers, of course!). However, we’ve found that Lead ads generate more leads at a lower cost than conversion ads. But, the quality of those leads tends to drop dramatically. Therefore, it’s vitally important you keep track of your sales figures. Leads generated from Facebook Lead ads won’t automatically get pushed through to your small business CRM or email marketing provider. You’ll need to create your own automation for that. Thankfully with BenchmarkONE, it’s super easy to connect using Zapier. 3. Retargeting Ads One of the biggest challenges for all Facebook marketers is finding the right target audience. Facebook gives you a vast array of demographic options when setting up an ad, and this makes it super-challenging to dial it down to the right people. One way to solve this problem is to create retargeting ads. Retargeting ads are served to people who have already interacted with your brand in some way. That might be: People who have visited your website People who engage (or have engaged) with your social channels People who are on your mailing list Prior customers We highly recommend that all businesses set up retargeting ads to boost their lead generation efforts. Whether you’re B2C or B2B, retargeting ads are almost guaranteed to perform well (because you’re running ads to people who already know who you are). To create a retargeting ad, you first need to define your Facebook Custom Audience. And use that Custom Audience in your ad campaign. Additionally, use one of your existing Custom Audiences to develop a Lookalike Audience (strangers with similar profiles to your custom audience) to broaden your reach with people likely to convert. 4. Running a Competition Competitions often get a bit of stick online because they often create low-quality leads. But, running the right type of competition campaign on Facebook can be a great way to generate leads for your business. Remember, low-quality leads only happen when your campaign lacks a proper marketing strategy. The Free iPad Conundrum For example, let’s say you run a campaign and offer a free iPad as the prize. Think about the prize here – everyone wants an iPad (win), but not everyone wants your product or service (lose). Offering a prize that has mass appeal, but no relevance to your business/audience means that you attract the masses. But most of those are only ever going to be low-quality leads because they’re interested in the prize – not your product/service. How to Run a Competition Consider offering a competition prize that’s super-specific and relevant to your business. Sure, you’re likely to get fewer entries, but those entrants are higher-quality leads. Offer something of genuine value that relates to your business. It could be a free trial or your entry-level product. Everyone who enters your competition wants that prize – each of those entrants is a higher-quality lead because, by entering, they’ve also expressed their interest in your product/service. A great example of a competition with a relevant prize is with a gym client of ours. They wanted to build their subscription base, so we created a competition offering a year of free personal training. As an additional incentive, we offered a free five-day pass to everyone who entered the competition – that way, everyone’s a winner. We knew that their sales team was strong – we could leave them to convert leads once people came to cash in their five-day pass. The campaign reached 70,000 people and brought in $60,000 in fresh revenue. And the great thing about this approach is that you can get excellent results by promoting your competition organically. But you can add fuel to the fire by using Facebook ads to promote it too. 5. Posting in Facebook Groups When you post to your own Facebook page, your reach is limited to those who like your page (and their friends if they share). On the other hand, Facebook groups offer an incredible way to tap into an audience of your perfect customers. Because let’s face it, Facebook’s organic reach through most pages is generally disappointing. However, joining associated Facebook groups populated by your perfect customer is a great way to get your brand noticed. Let’s say you own a vitamin supplement company. You could join lots of fitness and weightlifting groups. If you sell campervans, you could join lots of Facebook groups related to outdoor activities. But joining isn’t enough. You need to get posting. Whatever you do, don’t spam those groups with your product and services. That’s a one-way ticket to getting blocked. To get real results, you need to add value. Share thoughtful, insightful, and valuable content that will resonate with the people inside the group. For example, a supplement company could share white papers and details about interesting new research. Or share relevant (non-salesy) blog posts. A campervan company could share guides on how to improve or renovate a campervan. Share stuff from your blog and appropriate websites. Don’t be salesy, spammy, or pushy. It’s all about sharing educational content. Doing this gets people interested and engaged with your brand, naturally inspiring the right prospects to learn more about your products or services. Conclusion And that’s a wrap! Facebook is an incredible opportunity to generate leads. The most crucial takeaway is to provide value to the consumer. If you’re over promotional, it won’t work for you. People are there to speak to friends and family, and, therefore, you need to find ways to add value to the people you’re trying to reach. Author Bio Gavin Bell is the director of multi-award-winning lead generation agency, Yatter. Yatter helps scale service businesses through a hybrid of PPC and Conversion rate optimization. They are a preferred Facebook Marketing Partner managing over $3m+ in client advertising spend per year.
Social Customer Care 101: 6 Tips to Follow Posted on November 11, 2021July 17, 2024 by Guest Author No matter what your business size or niche is, customer satisfaction is a key to business success. With 4.48 billion social media users who spend a considerable amount of time on social media platforms, providing social customer care is an important element of customer satisfaction that brings your business to the next level. Everyone uses social media, so it’s no wonder that businesses market their products and services on these channels to reach out to their target audience. At the same time, modern people want to communicate with brands and get their questions answered on social media networks, so the demand for social customer care is constantly growing. In this blog post, we’ll tell you the importance of providing social customer care and name the most important social media channels to use for customer service, as well as provide six tips on excellent social customer care to follow. Why Should Businesses Provide Social Customer Care? Handling customer service isn’t easy. The more communication channels your company uses, the harder it is for customer service representatives to keep track of all conversations and provide excellent customer service. However, providing social customer care is a must these days for business growth. Here are three main reasons to provide social customer care: Boost customer satisfaction: During the customer journey, people may have questions about your product or services. Since it’s convenient for people to ask questions on platforms they interact with your brand, it’s more likely that you get customer requests on social media. When you answer customer requests, people feel satisfied and more connected to your company. Increase customer retention: Acquiring new customers is five times more expensive than retaining existing ones. To give your customers a solid reason to deal with your business again, it’s important to pay attention to their needs and wants as it’s one of the most effective customer retention strategies. This means the importance of answering their questions on communication channels they use more often. Keep up with current customer service trends: The days when customers used phones for customer support are long gone. With the rise of messaging, when people expect companies to send emails or messages as a reply to their requests, social customer care is one of the most important customer service trends. Keeping up with trends means standing ahead of your competitors. If you are still doubting whether your company should put time and effort into providing social customer care, take a look at the chart below to see that the demand is growing. Source Which Social Media Channels to Use for Social Customer Care? Businesses should provide social customer care on channels their audience uses more often. By having a social media presence on different channels, it’s important to be ready for customer requests on all of these platforms. But if you can’t provide followers with social customer care on all social platforms you use for business promotion, it’s better to keep a focus on the most used and popular ones. According to the Social Media Marketing Report, Facebook, Instagram, and Twitter are still the most used social media platforms. This means you should use these social media channels for social customer care, as your customers are more likely to reach out to your company on these platforms. But don’t forget about safety. Your password must be unique and complex. In this case, using a password generator will be an indispensable help for you.’ Read on below for actionable social customer care tips for Facebook, Instagram, and Twitter. Tip #1: Tell Followers How to Get in Touch With Your Business Around 67% of people now seek resolutions for issues on social media networks like Facebook, Instagram, and Twitter. When people reach out to your business on social media, they want to make sure that their request will be delivered to your customer service team. Thus, it’s important to tell your followers how to get in touch with your business. The best way to do it is to write about your customer support options In the bio section so that your followers or visitors can find information on how to contact your business with ease. For example, Made.com has around 1.5M followers on Instagram, so the company encourages customers to contact its customer support via email. Thus, not only does the company write about it in the bio, but it also adds its email address as a contact option: Source However, Made.com provides social customer care on Twitter, and the company has a separate account for customer inquiries: Tip #2: Reduce Server Response Time When it takes days or weeks to get a reply from a brand, people lose interest in buying from your business. Moreover, social media response time expectations have grown in the last few years. Today, 39% of social media users expect to get a reply within one hour. To please customers who want to share their customer service issues on social media, it’s important to reduce server response time. The best (and easiest) way to do it is to create a FAQ video and upload it to your business profile, as people can find answers to their questions without reaching out to a customer service representative. With the rise of video content, when 69% of people prefer to watch a video to learn about a product or service, how-to videos help customers find answers to their questions and make the resolution process faster and more cost-efficient. Luckily, every business owner or marketer can create professional-quality videos without specialized expertise, as the current market offers several highly intuitive video editing apps. For example, you can rely on Videoleap (available for iOS & Android) when creating FAQ videos or other support content, as it allows you to mix videos and images, add sound effects, use unique filters and stickers, all on the go. The company’s own how-to videos are great examples of effective support content. These clips make it easy for viewers to understand more about how to make the most of Videoleap – without needing to contact the support team at all. Take a look here: Source What is more, social media platforms roll out business-specific features that help businesses communicate with customers fast. Having a Facebook presence, you can install a messenger chatbot based on the knowledge base to help customers get answers to frequently asked questions or even more. Check out how Air France did it: Source But if you use Instagram or Twitter for social customer care, where you can’t install business chatbots, you can still make the most out of the quick reply feature that allows your business to create a list of replies to frequently asked questions and therefore send them quickly without typing the same replies to different customers. Here’s how this feature looks like in action: Source Another good way to speed up your response time is to encourage social media followers to call you and install IVR so that callers can interact with your customer support team through a series of automated menus and get their questions answered without reaching out to a human. This is a solid option if you have a small team or are experiencing high call volumes. Tip #3: Dedicate a Separate Social Media Profile to Customer Inquiries Providing followers with excellent social customer care means dealing with their inquiries fast. With a strong social media team, you should have customer service reps who can collect and manage customer inquiries on social media. Case in point: If you sell items on social media and get hundreds of product requests on your main profile, it can be daunting to keep track of all customer inquiries and manage them fast. To help your customer support team deal with customer requests, it’s important to create a separate social media profile for customer care, just like in the example below from Yahoo!: Source Tip #4: Keep Track of All Conversations about Your Business When people ask questions about your product or share their customer experience on social media, they use different communication options. Some people leave comments under social media posts or slide into direct messages while others tell about their experience on their personal profiles tagging your brand profile. Simply put, people start a conversation with your brand without asking about your communication channel preferences. To provide good social customer care and show that you care about your customers, it’s important to keep track of all conversations about your business and monitor brand mentions, direct messages, and comments. If your customers tag your profile, you get a notification that allows your customer support team to manage customer service inquiries quickly. Here’s how it looks like in action: Source But if you want to manage all conversations from one place, it’s a good idea to find a tool with a social inbox feature that helps your customer support team members collect inquiries and redirect them to the right staff across multiple social media channels. Tip #5: Use Private Channels for Critical Support Conversations It’s harsh but true: people are more likely to share their negative customer experiences on social media to help other potential customers make the right choice. Living in the era of social media, when most people read online reviews before choosing a business, negative reviews have a devastating effect on your brand as they convince people to avoid a business. This means the importance of dealing with critical support conversations. What is more, it’s a good idea to use private channels for dissatisfied customers to help them avoid cyber criminal attacks when sharing personal data and prevent your brand from negative word of mouth. To move critical support conversations to a private channel, learn from Whoop: Source Tip #6: Provide Proactive Customer Care Great social customer care should be proactive. This means you can identify and resolve customer issues before they become problems. Communication with your followers and customers on social media is a proven way to provide proactive customer care. Moreover, there are many ways to encourage proactive customer care. For example, you can tell your subscribers about a customer satisfaction survey. To encourage more people to fill it out, you can also give all participants a chance to win something valuable, just like in the example below: Source Another great way to understand your customers and their pain points, you can use business-specific features like the poll sticker to collect their questions and reply to them before customers reach out to your customer support team. Check out how M&M’s uses this tactic: Source In a Word In the last decade, the demand for social customer care has grown. Since people spend a lot of time on social media channels, it’s no wonder that they use these platforms as communication channels for solving customer inquiries. What is more, people have high demands, which means brands should be ready to provide outstanding social customer care to stand out from the crowd and keep their target audience satisfied. Author Bio Val Razo is a freelance SMM consultant who helps small and medium businesses promote their products and services online.
10 Marketing Automation Mistakes You Might Be Making (And How to Avoid Them) Posted on November 4, 2021October 28, 2021 by Guest Author Like so many areas of business, in recent years, the field of marketing has evolved to make use of the major advances in technologies of automation, such as artificial intelligence, machine learning, and more. Together, these technologies are increasingly being applied to the burgeoning discipline of sales and marketing automation. If you’re a marketer, you’ll probably be aware that there are a number of powerful tools and platforms offering marketing automation solutions. These promise to boost the productivity of your marketing efforts, saving you time and money by automating routine processes. But how do you know if you’re getting the most out of marketing automation technology or falling into some traps? Read on to discover ten marketing automation mistakes you might be making and how to avoid them. 1. Not Properly Integrating Your Data Resources Today’s marketing automation tools can provide targeted solutions for email and SMS campaigns, online ads, and promoted social media posts. But in order for your tools to work effectively, it’s important that you properly integrate your data resources. Without the correct integration, your tools won’t be able to effectively make use of your databases, and you won’t be able to create personalized experiences based on the valuable information those databases contain. 2. Generating Low-Quality Leads No matter how good your marketing automation software is, it will always rely on you to provide it with the raw data needed to carry out its processes. And how effective your tools are will depend on the quality of the data you input. For example, many businesses invest in email marketing tools thinking they can simply buy a large database of email addresses, and the software will do the rest of the work. But buying such databases is actually a very poor source of leads; it’s a classic marketing automation mistake. Avoid ridiculously low click and open rates by compiling your own mailing lists. Create landing pages and pop-up forms on your website that request visitor data in exchange for high-quality content. Make it easy for people to subscribe by adding calls to action at appropriate stages of the customer journey and in all your social media and advertising content. 3. Relying on Large Batch Email Campaigns The problem, of course, is not with email automation per se. Used correctly, it’s one of the most effective components in the marketing automation toolkit. The problem is when marketers fail to properly apply the technology, believing it is just a matter of implementing an automatic email campaign and assuming it will offer a good return on investment. Just as purchasing large, generic email databases leads to a high churn rate, blasting out huge volumes of generic material with little regard to your customer’s individual needs is a tactic that fails to reach the full potential of marketing automation. Rather than batch blasting your email campaigns, curate smaller mailing lists and tailor your messaging to each one. 4. Not Properly Defining Your Target Audience In order to create more targeted, personalized marketing content, however, it is important to first define your target audience. The most common way to do this is to work from consumer personas based on market research. Also known as customer avatars, they’re imagined typical consumers of your product or service—an ideal type that represents the main demographics you wish your marketing to appeal to. Once you have a well-defined target audience, you will find your marketing becomes much more effective, as you’ll be able to generate personalized content automatically. 5. Writing Poor Marketing Copy One vital stage of the marketing process that can’t be fully automated (yet) is the writing of the marketing copy itself. While software tools can be programmed to automatically make minor adjustments to a template, changing names, dates, locations, and other variables within the text, the task of writing engaging copy that inspires your leads is still one for your marketing team. Follow copywriting best practices by avoiding dense lengthy passages, utilizing calls to action, and using appropriate language for your product and target audience. If you start with high-quality copy, the marketing automation tools you apply will work far more effectively. 6. Letting Campaigns Go Stale Although marketing automation technology takes much of the routine work out of marketing by automating repetitive tasks, that’s no excuse for not properly engaging with your marketing campaigns. That’s one marketing automation mistake born entirely out of laziness. Make sure to take full advantage of your marketing tech stack by running data analytics on all your campaigns and adjusting them as needed. If you notice that a certain targeted ad is working especially well, ask yourself why and try to build on the success. 7. Spamming Your Mailing Lists No one likes a spammer. Yet this simple truth seems to be overlooked by so many marketers, especially when marketing automation software makes it easier than ever to send out thousands of emails or text messages at the click of a button. It’s no surprise that many marketing campaigns bombard their mailing lists to the extent that their messaging starts to get ignored. Increasing the frequency of your messaging can seem like an easy way to scale your content marketing strategy. And if you’re only sending out material once a month, you can probably afford to up the volume of contact a little. There’s no straightforward answer to the question of how much marketing is too much. But as a rule of thumb, anything more frequent than once a week is getting dangerously close to spam territory. Keep an eye on your email metrics every time you increase the volume or frequency of your automatic marketing campaigns. 8. Using the Wrong Automation Software The market for marketing automation software has become quite saturated in recent years, and there are a wealth of different options to choose from depending on your needs. For larger teams with more technical expertise, you’ll probably prioritize a high level of programmability in your software in order to tailor each tool to your requirements. While those who are less familiar with the landscape of software enhanced marketing might want to consider a low code no code solution. Source One way to simplify your marketing automation and ensure seamless integration between tools is to invest in an all-in-one marketing automation platform that can help you manage the full spectrum of your digital campaigns. As most of these work on a software-as-a-service model, it also ends up far more cost-effective than purchasing individual software licenses as you only pay for the service you use. 9. Not Testing Enough Whether it’s A/B testing different versions of your website landing page or experimenting with multiple subject lines and calls to action in your emails, it’s important to continuously test all aspects of your marketing campaigns. Thankfully, modern software makes testing and analysis simpler than ever before, and with easy-to-understand visual interfaces, marketing automation platforms can now do a lot of the work for you, helping you to make informed decisions backed by data. 10. Focusing on the Wrong Metrics It can be easy to think an email campaign is working because you’re getting a high open-rate. But with Apple’s iOS1 5 update, open rates aren’t exactly reliable, and click-throughs don’t necessarily translate into sales. Ideally, you’ll track metrics at each stage of the sales conversion funnel so that you can figure out where your strategy could be improved. By integrating your marketing automation and web analytics tools, you should be able to chart the full journey of each customer from initial contact to conversion. Understanding the customer journey this way will help you to reduce customer churn and increase repeat purchases. While reading through our list of marketing automation mistakes, you might have become daunted by the prospect of things going wrong. You shouldn’t be. Automation in marketing can be a godsend to any brand. Just make sure you avoid the common stumbling blocks, and you’ll see conversions, sales, and revenue soar. Author Bio Tammy Wood has been involved with SEO for two decades. Her current role is Director of Technical SEO for Automation Anywhere, an intelligent automation ecosystem. While not chasing keywords, Tammy enjoys reading, buying shoes, and writing articles about both intelligent SAP RPA and SEO. Connect with her on LinkedIn.