email strategy, design and user experience: keys to success

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presents Email Strategy, Design and User Experience: Keys to Success Justine Jordan @meladorri

Post on 18-Oct-2014

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Email has a bad rap: it’s been declared dead, called spam, and been sidelined by marketers and creatives alike. But email is one of the highest performing digital marketing channels, and requires its own unique set of content, marketing and design considerations. Let’s give email a big hug and learn to love this castaway of the web. In this presentation you'll learn: 1. How using “performance-driven email design” can drive email strategy that delivers results 2.Best practices and principles for creating great emails that get users to take action 3.Fundamentals of creating mobile-friendly emails

TRANSCRIPT

Page 1: Email Strategy, Design and User Experience: Keys to Success

presents

Email Strategy, Design and User Experience: Keys to SuccessJustine Jordan@meladorri

Page 2: Email Strategy, Design and User Experience: Keys to Success

Email Strategy, Design +

Page 3: Email Strategy, Design and User Experience: Keys to Success

Agenda� Introductions

� Email info!� Stats � Best practices� The mobile factor

� Email reviews/group exercise

Page 4: Email Strategy, Design and User Experience: Keys to Success

Who am I?

Justine JordanMarketing Director

@meladorri @litmusapp

Page 5: Email Strategy, Design and User Experience: Keys to Success

Who are you?Where do you work?

What email challenges do you face?

Page 6: Email Strategy, Design and User Experience: Keys to Success

Email 101Why Email?

� Effective� Inexpensive� Immediate� Measurable� (Relatively) easy

Page 7: Email Strategy, Design and User Experience: Keys to Success

Email’s not dead…Marketers just like shiny objects

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Email is big� 91% of consumers use email at least once daily

� 66% of consumers have made a purchase as a result of an email that they’ve received

� The average mobile internet user spends 42% of their time on email

� 61% of smartphone users send/receive email daily

� Email marketing spending will reach $2.5 BILLION by 2016

Sources: ExactTarget 2012 Channel Preference survey; Forrester US Interactive Marketing Forecast; Nielsen; Pew Research Center

Page 9: Email Strategy, Design and User Experience: Keys to Success

It’s the preferred channel

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$2for every $1 spent

Banner Ads

Source: MediaPost.com

Page 12: Email Strategy, Design and User Experience: Keys to Success

$17for every $1 spent

Keyword Ads

Source: MediaPost.com

Page 13: Email Strategy, Design and User Experience: Keys to Success

$40for every $1 spent

Email Marketing

Source: MediaPost.com

Page 14: Email Strategy, Design and User Experience: Keys to Success

Email gets more clicks…

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… and conversions

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You get the point.

Page 17: Email Strategy, Design and User Experience: Keys to Success

Email 101Email ≠ Spam

� It’s all about permission� Not implied� Not purchased� Expires after a certain period of time

CAN-SPAM� Physical Mailing Address� Unsubscribe Mechanism

� Can’t require an account login� Process Unsub Request within 10 days

Page 18: Email Strategy, Design and User Experience: Keys to Success

Email 101Metrics

� Open Rate� Click-Through Rate (CTR)� Conversion Rate� Web Analytics

Goals� Brand Awareness� Customer Experience� Increase Revenue / Sales� Relationship Building

Page 19: Email Strategy, Design and User Experience: Keys to Success

Email is not:A JPG A print adA banner ad

Page 20: Email Strategy, Design and User Experience: Keys to Success

Email is:A unique mediumwith unique considerations

Page 21: Email Strategy, Design and User Experience: Keys to Success

The email experience

????

Page/Site

Tap/Click

Preview/Open

Preheader

Subject  Line

From  Name

Page 22: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

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Sender

First impressions matter

Page 24: Email Strategy, Design and User Experience: Keys to Success

Sender Subject line

First impressions matter

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Sender Subject line

• What is recognizable, trustworthy and relevant?

First impressions matter

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Sender Subject line

• What is recognizable, trustworthy and relevant? • Does the subscriber have a relationship with a person, or

the brand?

First impressions matter

Page 27: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 28: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 29: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 30: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 31: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 32: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 33: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 34: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

Page 35: Email Strategy, Design and User Experience: Keys to Success

First impressions matter

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Preheader = tertiary inbox

Page 40: Email Strategy, Design and User Experience: Keys to Success

Preheader = tertiary inbox

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Preview pane & image blocking

Page 42: Email Strategy, Design and User Experience: Keys to Success

Preview pane & image blocking

Page 43: Email Strategy, Design and User Experience: Keys to Success

Preview pane & image blocking

Page 44: Email Strategy, Design and User Experience: Keys to Success

Mobile is affected, too

Page 45: Email Strategy, Design and User Experience: Keys to Success

Click opportunities� Linked imagery

� Video

� Buttons

� Charts

� Colored backgrounds

� Preheader text

� Forward & share

Page 46: Email Strategy, Design and User Experience: Keys to Success

Keep it simple, stupid.

� What’s the call to action?

� Use buttons, context, active language

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What is the message?

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What should I do?

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What should I do?

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What should I do?

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A POSITIVE EXPERIENCE?

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A POSITIVE EXPERIENCE?

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A POSITIVE EXPERIENCE?

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A POSITIVE EXPERIENCE?

Where’s the download?

Page 55: Email Strategy, Design and User Experience: Keys to Success

A POSITIVE EXPERIENCE?

Where’s the download?

Add to cart?

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Designing for PerformanceEvery email should have a purpose.

� Why are you sending this email?ü Drive leadsü Increase brand awarenessü Is it relevant?

� Who are you sending to, and what do you know about them?ü Internal vs. external; B2B vs. B2C; demographics

� What do you want subscribers to do once they receive your email?ü Register for a webinarü Read an article

� How are you going to measure success?ü Open/click dataü Number of leads generated

ü What do you want the subscriber to do?� Is email the best way to communicate your message?

Page 57: Email Strategy, Design and User Experience: Keys to Success

Email hierarchy� Content hierarchy

� Prioritize important information� Prune extraneous and irrelevant content

� Visual hierarchy� Use color, weight, size and placement to

provide emphasis� Bullets are your friends� Use a mix of rational and emotional appeals� Utilize background colors, bullets, numbers,

borders effectively� Use strong and clear calls-to-actions � Buttons tend to perform better that text links)

Page 58: Email Strategy, Design and User Experience: Keys to Success

Designing for Performance� Email is the ideal environment for fast, easy and cheap testing

� What works for one campaign / company doesn’t necessarily work for another

� Things to test

� Time of day� Day of week� Subject Lines� Creative look and feel� Imagery

� Pre-Header� Navigation� Content Layout

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Page 60: Email Strategy, Design and User Experience: Keys to Success

DESIGN “A”

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DESIGN “B”

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DESIGN “C”

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DESIGN “A” DESIGN “B”

DESIGN “C”

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PIER 1 RESULTSMEASURES: CTR of Delivered Emails

Unsubscribe Rate

Sales Generated by Subscribers

WINNER: Generated 86% More Clicks Than Other Competitors

Generated 25% More Sales Than Nearest Competitor

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DESIGN “A”

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DESIGN “A”

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DESIGN “B”

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DESIGN “C”

Page 70: Email Strategy, Design and User Experience: Keys to Success

DESIGN “C”

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DESIGN “C”

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DESIGN “A”

DESIGN “B”

DESIGN “C”

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AAA OHIO RESULTSMEASURES: CTR of Delivered Emails

Projected Renewal Revenue

WINNER: Outperformed Control CTR by 26%

Outperformed Projected Revenue of 2nd Place by 4%

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WINNER: DESIGN “C”

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Testing can be simple

2x clicks!

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HTML coding/rendering� HTML for email is not HTML for the web� Code like it’s 1999!� Use HTML tables for layout� Specify widths for table elements� Images should be in their own table cell� Avoid CSS for positioning or layout� Proper syntax is key� Use ALT text

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� No JavaScript� No Flash� No HTML5 or CSS3� No External/Linked CSS� Use inline CSS instead of embedded (Gmail doesn’t support

embedded CSS)� HTML forms (not supported everywhere)� Background Images (not supported in Outlook 07)� Web-based email clients behave differently based on the

browser (IE vs Firefox)

HTML coding/rendering

Page 78: Email Strategy, Design and User Experience: Keys to Success

Rendering� TEST TEST TEST

� Only comprehensive testing will ensure that your email appears the way you want it to in your subscriber’s inbox.

� Subscribers view emails in many different environments: desktop email clients, web-based email clients, mobile devices.

Page 79: Email Strategy, Design and User Experience: Keys to Success

The Mobile Factor

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0%

18%

35%

53%

70%

Q1 2011Q2 2011

Q3 2011Q4 2011

Q1 2012Q2 2012

Q3 2012Q4 2012

Q1 2013

Opens in Each Environment

Webmail Desktop Mobile

Mobile open rates are high

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0%

18%

35%

53%

70%

Q1 2011Q2 2011

Q3 2011Q4 2011

Q1 2012Q2 2012

Q3 2012Q4 2012

Q1 2013

Opens in Each Environment

Webmail Desktop Mobile

10%

Mobile open rates are high

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0%

18%

35%

53%

70%

Q1 2011Q2 2011

Q3 2011Q4 2011

Q1 2012Q2 2012

Q3 2012Q4 2012

Q1 2013

Opens in Each Environment

Webmail Desktop Mobile

33%

10%

Mobile open rates are high

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0%

18%

35%

53%

70%

Q1 2011Q2 2011

Q3 2011Q4 2011

Q1 2012Q2 2012

Q3 2012Q4 2012

Q1 2013

Opens in Each Environment

Webmail Desktop Mobile

44%

33%

10%

Mobile open rates are high

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The finger is the new mouse44 x 44px minimum

Taps, not clicks

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Bigger is better…

� Body copy < 13px will be resized

� Recommended minimums� Body copy: 14px� Headlines: 22px

� CSS fix: “-webkit-text-size-adjust: none;”

Beware minimum font sizes; automatic resizing

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No-go navigation

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No-go navigation

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No-go navigation

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No-go navigation

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No-go navigation

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Text Buttons

Create touch targets

Page 92: Email Strategy, Design and User Experience: Keys to Success

Text Buttons

Create touch targets

Page 93: Email Strategy, Design and User Experience: Keys to Success

Text Buttons

Create touch targets

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Text Buttons Image “Buttons”

Create touch targets

Page 95: Email Strategy, Design and User Experience: Keys to Success

Text Buttons Image “Buttons”

Create touch targets

Page 96: Email Strategy, Design and User Experience: Keys to Success

Text Buttons Image “Buttons”

Create touch targets

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� Single column layout; simplified content

� Content comes first

� Reduce clutter� Navigation� Repeated links� Low priority content/imagery

� Clear and direct copy/CTAs

� Get skinny: 320-550px wide

� Short, direct copy

� Eliminate or hide low priority content

� Clear and direct calls to action

STREAMLINE

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Don’t create friction

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Don’t create friction

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Don’t create friction

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Responsive email design

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Responsive email design

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Responsive email design

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Responsive email design

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Questions?I (may) have answers

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Email Review Time

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Thanks!

Justine JordanMarketing Director

@meladorri @litmusapp

Page 108: Email Strategy, Design and User Experience: Keys to Success

Course TitleCourse TitleINSTRUCTOR NAME