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Email vs. Marketing Automation 5 Signs Your Healthcare Marketing Team is Ready for Marketing Automation

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Page 1: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Email vs. Marketing Automation5 Signs Your Healthcare Marketing Team is Ready for Marketing Automation

Page 2: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Agenda

• An Intro to Email vs. Marketing Automation• The State of Marketing Automation in Healthcare• 5 Signs You Have Outgrown Simple Email Platform• The Future of Marketing Automation• Q&A

Page 3: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Email MarketingSending a commercial message, typically to a group of

people, using email

Page 4: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Healthcare Email Marketing Examples

Vestibulum congue

Health awarenes s

months

News letters

New doctor, s ervice line, &

location announcements

Upcoming events and clas s es

eZines

Page 5: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Marketing AutomationRefers to a software platform that automates manual

tasks and multi-step processes such as email and social media campaigns, allowing marketing departments to get

more done with less effort.

Page 6: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Frequently Used Terms

• Drip Campaigns• Automated Programs• Branching & Logic

Page 7: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Think Business

Customers = Existing Patient Base3

Sales Funnel = Patient Journey Stages

2

Leads = Potential Patients1LEAD

NURTURING

CUSTOMER MARKETING& SUPPORT

Page 8: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Lead Nurturing • Registered for seminar• Initial email that triggers based

off registration• Funnel stage emails

– ToF (Awareness/Interest)

– MoF (Consideration/Intent)

– BoF (Evaluation/Decision)

• Alerts to service line managers on promo engagement

Service Line Manager

Service Line Manager

Page 9: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

1-2 YearsFrom first ad clicked to first appointment

Page 10: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Customer Marketing & Support

• Initial email that triggers based off mom/baby discharge to personalized track for mom:– Caring for Mom– Caring for Baby– Caring for Family

• Non-responsive recipient email• Track-specific emails

• Based off age of baby, providing timely emails that help educate mom and provide timely messages for the specific stage of baby’s life

Page 11: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

The Results

37.4%Open Rate

7.3%Conversion Rate - Email

10.2%Click Rate

75%Conversion Rate - Overall

Page 12: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

“Marketing automation allows you to become a proactive provider rather than reactive; building loyal healthcare consumers.”

Additional Uses

• Surgery Preparation• Post-Op Instructions/Considerations• Chronic Care Management• Top Service Line Education and Promotion• Foundation Promotion• Internal Process Improvements

Page 13: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

The State of Marketing Automation in Healthcare

Page 14: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Laggard in Adoption

American Marketing Association How to Lay the Foundation for Marketing Automation in Your Healthcare Company

Page 15: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Leaders in healthcare feel leastconfident in marketing automation

Geonetric and eHealthcare Strategy & Trends 2018 Healthcare Digital Marketing Trends Survey

Page 16: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

www.geonetric.com/survey-18

Page 17: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Consumer Statistics Show …

93%of adult patients want email communications with physicians

43%of millenials are likely to switch practices in the next few years

94%of consumers get onlinejust to check email

81%of consumers are unsatisfied with their healthcare experience

Page 18: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Act-On Partnership

A recognized leader in the marketing automation space.

Page 19: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Le ve l 1Email Blasters

● Email-centric, batch and blast

●Manual efforts - scoring, data management, compliance..

●CRM integration lacking

●Minimal KPI reporting

Level 2Multi -channel Campaigners

●Multi -channel segmented strategy

● Behavior & profile segmentation

● Automation of scoring, data management & enrichment

● Key contact info synced in CRM

● Funnel, campaign, attribution reports

Level 3Adaptive Marketing Pros

● Adapt at the individual & account level - e.g. multiple scoring models

● Enable sales reps to adapt - custom CRM field sync, ABM, email templates, etc.

● Analytics that help you adapt -guidance vs. report, BI tool support

● AI-driven learning/adapting from behavior data (including 3rd party)

Page 20: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

● Email-centric, batch and blast

● Manual efforts - scoring, data management, GDPR compliance..

● CRM integration lacking

● Minimal KPI reporting

● Multi-channel segmented strategy

● Behavior & profile segmentation

● Automation of scoring, data management & enrichment

● Key contact info synced in CRM

● Funnel, campaign, attribution reports

● Adapt at the individual & account level - e .g. multiple scoring models

● Enable sales reps to adapt - custom CRM field sync, ABM, email templates, e tc.

● Analytics that help you adapt -guidance vs. report, BI tool support

● AI-driven learning/ adapting from behavior data (including 3rd party)

Le ve l 1Email Blasters

Level 2Multi -channel Campaigners

Level 3Adaptive Marketing Pros

Page 21: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

● Email-centric, batch and blast

● Manual efforts - scoring, data management, GDPR compliance..

● CRM integration lacking

● Minimal KPI reporting

● Multi-channel segmented strategy

● Behavior & profile segmentation

● Automation of scoring, data management & enrichment

● Key contact info synched in CRM

● Funnel, campaign, attribution reports

● Adapt at the individual & account level - e .g. multiple scoring models

● Enable sales reps to adapt - custom CRM field sync, ABM, email templates, e tc.

● Analytics that help you adapt -guidance vs. report, BI tool support

● AI-driven learning/ adapting from behavior data (including 3rd party)

Le ve l 1Email Blasters

Level 2Multi -channel Campaigners

Level 3Adaptive Marketing Pros

Page 22: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 23: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 24: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 25: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 26: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 27: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 28: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 29: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 30: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

What Comprises Marketing Automation?

WEBFORMS

SOCIALPROSPECT

SOCIALPUBLISH

ACTIVITYSCORING

LEADSCORING

SEGMENTATIONEMAILNURTURING

LANDINGPAGES

WEBINARS REPORTING

Page 31: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

Every time a patie nt inte rac ts with your b rand -IT MEANS SOMETHING

So track, m e asure , and analyze e ve ry

inte rac tionTO MARKET

AND SELL SMARTER

Page 32: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

Key Indicators That You’re Ready for Marketing

Automation

5

Page 33: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

BATCH & BLAST• Limited ability to personalize emails

• One-size-fits-all messaging to a large group of people

Header

LEAD NURTURING• Allows personalization.

Engages your prospects with lead nurturing over time

• Lets you plan and implement interaction pathways

SENDING AN EMAIL

#1

Page 34: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

Header

SENDING AN EMAIL

BATCH & BLAST• Manual segmentation is very time

consuming and is based only on profile , not behavior

• All of your recipients will get the same message at the same time

LEAD NURTURING• Progresses your prospects based on their unique behaviors & preferences

• Creates alerts & notifications for your sales team

#1

Page 35: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

DATA POINTS• Measurement of individual email interactions

• Aggregation engagement data across multiple email interactions is difficult

• Metrics are limited to single opens and click-through behavior

Header

ANALYTICS• Tracks & measures all key attributes so you get

in-depth results in real time

• You can attribute revenue to your programs

• Gathers data from different marketing tools and consolidates it into a single prospect profile

METRICS & MEASURES

#2

Page 36: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

LEAD LISTS• Lists of contact information are

provided without detailed information, profiling or prioritization

• Difficult to scale over time

Header

PRIORITIZED LEADS• Lead scoring shows you which are hot

and which are not, based on lead behavior, history, and profile

• Easy to scale as you grown

CULTIVATING LEADS

#3

Page 37: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

SALES HAND OFF• Leads are passed off even if they are not ready for a conversation with sales

• Limited information is included in lead hand-offs

Header

SALES ALIGNMENT• Use the sales team’s input to deliver

information-rich leads that are qualified and ready to buy

ENABLEMENT

#4

Page 38: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

CONNECTION• You have to buy additional applications to collect data

• Your customer data is fragmented between various technologies

Header

INTEGRATION

• Integrates all of your campaigns & technologies: CRM, social tools, assets,

webinars, and data providers

• Your customer data is aligned

INTEGRATING WITH OTHER MARKETING

CHANNELS

#5

Page 39: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

CUSTOMIZATION• There is little ability for you to

customize form fields and/ or import data for use during segmentation

Header

PERSONALIZATION

• Create dynamic content based on your prospect’s specific online behaviors &

demographic information

INTEGRATING WITH OTHER MARKETING

CHANNELS

#5

Page 40: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

Email vs. Marketing Automation

If you are doing one or more of the five tactics, you should consider bringing them all into one system.

Page 41: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

The Future of Marketing

Automation

Page 42: Email vs. Marketing Automation - Geonetric · • An Intro to Email vs. Marketing Automation • The State of Marketing Automation in Healthcare • 5 Signs You Have Outgrown Simple

© 2018 Act-On Software. All rights reserved.

Why is Marketing Automation the Way Forward?

PERSONALIZATION

REAL-TIME ALERTS

LEAD NURTURING