I did a training for the Customer Paradigm team here at the office yesterday, and wanted to post the videos:
The Dot-Com hype is long, long dead. And the economy is trying to shrug off a recession. Anyone who currently has a job at a technology startup is nervous. And most of the Venture Capitalists are still licking their wounds. The threat to businesses that the Internet will “change everything” carries little, if any, weight anymore. But emerging from the ashes of the dot-conomy are indications that a whole lot of people are online. Last week, the Department of Commerce released a new study showing that more than half of the nation is now online.
In September 2001, 143 million Americans (about 54 percent of the population) were using the Internet – an increase of 26 million in 13 months. According to the study, the top reason Americans go online is to check their email. In September 2001, nearly half of the population used e-mail (45.2 percent, up from 35.4 percent in 2000). Of individuals online, 84% checked email frequently. So before you write off the Web and email as not important to your company, realize that the most cost-effective marketing is to people who have already purchased something from you in the past.
The next-most cost-effective group to reach is your list of prospects – people who have expressed an interested in your company’s products and services, but for some reason, haven’t purchased anything from you. Business people should ask themselves six basic questions:
1. Does your Web site or your retail store capture email addresses from people who are interested in your products and services?
2. What have you done to follow up with these sales prospects and turn them into buyers?
3. When was the last time your company sent an opt-in email campaign to past customers?
4. Do you know the size of your email marketing database?
5. Are you treating each sale as a one-time interaction, or are you creating long-term customers?
6. Have you ever used email to get rid of overstocked inventory in a hurry?
Web sites are like retail stores – they are destination locations, and require a prospect or customer to make a conscious effort to type in a website address or get in a car to visit your store. Email is an elastic medium that reaches out to people’s email inboxes and allows you to ‘snap’ them back to your business. Many people prefer email communications rather than voicemail, or even having to meet in person. People type slower than they can speak. But an email recipient can read e-mail faster than a phone conversation or a face-to-face meeting.
Email is a lower context medium, and is mostly limited to text and graphics (audio and video are available, but 80% of the population is still on slower, dial-up Internet access). People are generally willing to read messages that seem relevant, because they can typically read them quickly and know that a lot of effort usually went into a message and is therefore a set of composed, articulate thoughts.
You typically don’t go to a newsstand to purchase all of the magazines you’re interested in reading. Magazine publishers allow readers to subscribe to the publications so that the information may be pushed to their postal mailbox each week or month. Email newsletters and information is no different. Email allows businesses to instantly push relevant content to readers at a fraction of the cost of printing and mailing paper-based information.
By Jeff Finkelstein
Most people do not send effective email messages. I know. I spend a lot of time analyzing email messages for our clients, and measuring and tracking their effectiveness. Whether you send large email newsletters or just use email to communicate with friends, colleagues and customers, following these twelve strategies will make your email more effective. So, here’s my list, compiled and crafted from years of experience and quantitative analysis of tens of millions of messages we’ve sent out for our clients:
The most effective email messages have one main idea or concept. I spent a summer as an intern at the White House, helping to read and answer the mail. The writing staff taught that the strongest messages were ones that didn’t distract people with extraneous information. I’m sure you’ve received a message from someone that has eleven different ideas and thoughts that ramble from paragraph to paragraph. So if you’re like most people (myself included), you’ll just leave this complicated message for later, and focus on another email or task that’s much easier to accomplish. Before you start writing a message, write down what you’re trying to communicate. Or at least think about your message before you start writing. The most effective messages are ones that are crisp, clear and concise.
If you’re like me, the phone rings off the hook, people walk over to your desk to ask you a question, and other people are instant messaging you. And then your cell phone starts ringing. It’s enough to make anyone a bit crazy and give you Attention Deficit Disorder. Our collective attention spans are very short. People simply have too many distractions to wade through a really long email. You might think they need all of the information. But when people are faced with dense blocks of text, many people’s eyes glaze over. And then they ignore the entire message. And thus, the most effective email messages are short. Two or three short sentences in length. Perhaps a couple of bullet points. And perhaps the short message is followed by supporting material, an attachment or a link to more information on a website. Enough said. I’ll try to keep this section short.
I believe that attention is the most important asset of any business or organization. What do I mean by this? If your messages are relevant, your recipients will pay attention to what you are trying to say. If your messaging is not relevant, however, you’re quickly going to find that your messages are filed in the “I’ll get to these later” pile. If you send email that isn’t relevant — they will quickly stop paying attention to your messages. It’s easy to get into a mentality where you want to send everything to everyone. And with email newsletters or mass broadcasts, it’s not that expensive to do. However, once someone feels your messages aren’t that important, they will simply stop reading them.
With the huge volume of spam, it’s tough to know if your message got through. Right now, four out of every five emails sent over the Internet today is spam. With so much junk, it’s easy for your message to get lost, trapped in a junk mail filter, or simply piled up in someone’s ever-expanding inbox. So you start to worry when you haven’t heard back from someone that you emailed a couple of days ago. Hmmmm, you say. Did that person get my message? Should I send it again? If I do, will that bug them? Am I being too pushy? So when you’re on the other side of the email message, it’s really important to reply early and reply often. What you’re doing is letting them know you (a) received the message and (b) that you care. Even if you’re not able to take action on their message right away, replying back with a quick message indicates that you’re not ignoring them. Replying early to a message could be as basic as something like this:
Bob- Thanks for sending this over. I’ll work on this later today. Thanks, Jeff
We’ve found that replying early and often dissipates a lot of anxiety and tension, and allows the person who sent you a message to know that they don’t have to worry about it.
The single most important part of an email message is the From line. If the person you’re sending to doesn’t recognize your name, your message will be at best skipped over. At worst, it will be simply deleted without opening. Most email programs show a friendly display name instead of the plain email address. The From line of your email (friendly display name) should have your full name and organization in it. For example, when I send out an email, my from line reads: Jeff Finkelstein – Customer Paradigm. When someone receives an email from me, it’s pretty clear which person named Jeff the message came from. And if they don’t know me, but know my company instead, they won’t completely ignore my message. But at least a couple of times per week I get an email that was meant for someone else named Jeff, but works at a different company. The culprit is that many people have only their first names listed in the friendly From display line. Most of the time the messages aren’t too racy, but with email programs that automatically fill in an email address when you start to type a first name, it’s easy to email the wrong person something that could be seriously career limiting.
After the From line, the subject line is the second most important part of an effective email. If you forget to include a subject line, your message is much more likely to go into a junk mail folder, or just not be opened. Email marketing professionals live and die by subject lines. A good subject line will sum up what the message is all about, but still entice someone to open the message, read it, and take action. Personalizing a subject line with your company’s name or the recipient’s name or other information can also lead to higher message open rates. Including the company name in the subject line can increase open rates by up to 32 percent to 60 percent over a subject line without branding. (Jupiter Research)
Except when being called into the principal’s office, everyone likes being called by their name. In this impersonal world of email messages, people like to know that you know who they are, and that you care about them as a person. Nothing is worse than a highly demanding email that is sent without being addressed to someone by name and is out of context. A message that starts: “Can you make these changes ASAP?” puts you on the defensive right way. You might think: Why should I care if they are in a hurry? It’s so much nicer to have a message that begins with: “Jeff – I hope you’re do ing well. I just found out that we’re going to be mentioned on the front page of The Wall Street Journaltomorrow. Can you make these changes ASAP?” Wow. I’m much more willing to help someone who personalizes the message to me, and gives me a non-threatening reason why this needs to really be done by tomorrow.
I can’t tell you how many times I’ve not returned a call promptly because I didn’t have someone’s contact information readily available. I’m sure you’ve had the same experience. Someone emails you to please call them. But they didn’t give you a phone number, and there isn’t one listed in their signature line. You then have to dig through past emails, look in your address book, Google them, and still you aren’t able to find their direct line. In this age of iPhones, Blackberries and cellphones, it’s rare that I have a phone number memorized. I know this is a simple and basic thing. But so many people don’t follow it. If you want someone to respond to you, you’ve got to make it as easy as possible for them. Same thing goes for leaving a voice mail. So many people rush through their phone number, making it virtually impossible to write down the number without having to go back and listen to their message a couple of extra times. Ideally, you should always give your phone number, say it slowly, and repeat it twice so that someone can write it down and then make sure it’s correct. Effective emails always include a signature line with contact information. You should include your contact information in every new message or every message you reply to.
In direct marketing or email correspondence, most of the time you want someone to take a specific action when they receive your message. You might want to set up an in-person meeting, or have them click through to a website to read more. Or respond back and say, “Yes, let’s go ahead with the project.” The most effective email messages always have a strong call to action, telling the recipient what you want them to do. I’m sure you’ve received long, rambling emails from people. And by the time you get to the end, you don’t really know what you’re supposed to do (if anything). Is this a message that is just nice to read and have for future reference? Or do they want me to actually do something? Email is a low context medium. It doesn’t transmit behavioral clues like voice inflection that might otherwise indicate what you want a person to do. So it’s important to be direct and ask what you want the other person to do. It sounds basic, but it’s a key to effective email.
How many times have you felt that the person receiving your email just isn’t on the same page as you? A lot of times it’s literally true. You might be thinking that they are looking at one page on a website, when in fact they are looking at something completely different. I know I’ve been frustrated by this in the past. Simple pasting a link into an email is the best strategy. Again, it seems simple, but it can mean the difference between confusion and clarity. It’s also easy to do, and takes very little time. In your browser, simply copy the website address (i.e. www.CustomerParadigm.com) and paste it into the body of the email message. On a PC, the Control-C shortcut will copy; the Control-V will paste. Sending someone the exact link to the website page you are discussing gets everyone on the same page.
If you’re like me and you receive a lot of email, you can use folders to store messages from different people or clients. In most email programs, you can set up automatic rules (often called filters) that will place all messages from Joe into a specific folder. That way you can review all of the messages Joe sends over to you, reply to the ones that need attention, and not have to spend the time moving the messages from the inbox to another folder when you’re finished. All of the messages addressed to info@customerparadigm.com, for example, go to a different folder that I don’t check as often, because people who send to that address are usually trying to sell me something. This one strategy has made me amazingly more efficient at dealing with the large volume of email I receive each day (usually about 950 messages per day).
Pick up the phone instead… Email remains one of the primary ways that businesses communicate internally among their staff, and externally with their customers, suppliers and other stakeholders. However, make sure you recognize when email is losing its effectiveness. It’s easy to hide behind email when we don’t want to speak to a scary client or team member. I’ve been guilty of that as well when I have a million things going on. But sometimes a three minute conversation can clear up the confusion inherent in five days of back-and-forth email messages.
Q: Our business wants to send an email campaign out to our list – but we’re worried about privacy and making sure our messages aren’t considered ‘spam.’ How can we avoid problems?
A: You’re correct to worry – people are much more sensitive to unsolicited email than they are to telemarketing calls or junk mail. Companies like yours spend years building trusted relationships with their customers – and sending a single unsolicited email message can often erase all those years of hard-earned trust.
And there can be financial consequences too: Last week, Atlanta-based Internet Service Provider Earthlink won a $25 million court case against an individual that, among other things, sent unsolicited email messages to their subscribers. So before you hit the ‘send’ button for your next campaign, here are a few guidelines to keep in mind:
First, permission is paramount. How did you gather your list? You should only send to people that have explicitly given their permission to receive email messages from you or your company. If part of your list is made up of personal contacts, consider sending the message directly from you – because a message from anyone else may be considered unsolicited. If you’re sending to a list that was gathered from your website or through past contact with your customers, make sure you review your privacy policy before you send the campaign. And make sure you have clear internal policies regarding email communication – so that a well-meaning sales person doesn’t compromise your company’s privacy policy.
Second, make sure there are easy ways for people to get off of your list. People who take the time and energy to tell you that they don’t want to receive email messages from you are not likely to become customers. Make sure that at the bottom of the message you include instructions for unsubscribing from your list – either by clicking through to a form or replying to the message with the words “unsubscribe” in the subject line. One common source of frustration in the unsubscribe process is that people often sign up to a list with one email address, but then try to unsubscribe from the list with another. If you are able to mail-merge the user’s email address into the bottom of the message (this often requires special software), then you can avoid this issue.
Third, don’t ever, ever, place all of the names in the TO: line. In July 2001, Eli Lilly sent out an e-mail newsletter to 669 people who signed up to receive Prozac information via e-mail. But instead of using a professional e-mail marketing solution (or simply using the BCC: line), they simply pasted all 669 people’s e-mail addresses in the TO: line. The people who were already depressed and taking Prozac were even more depressed when they learned their identities had been compromised. In that case, the Federal Trade Commission (FTC) took action – and Eli Lilly settled for $160,000 for the unauthorized disclosure of sensitive personal information collected from consumers through its Prozac.com Web site. (That’s $239 per email).
Unlike a website where you can quickly change content, once you send out an email message, it is virtually impossible to get your message back. So make sure that you spell-check everything before you send. And test your message in a variety of different platforms to make sure the graphics appear properly in AOL, hotmail and other email systems, and that all of the links go to the proper place.
Q: Our business wants to send an email campaign out to our list – but we’re worried about privacy and making sure our messages aren’t considered ‘spam.’ How can we avoid problems?
A: You’re correct to worry – people are much more sensitive to unsolicited email than they are to telemarketing calls or junk mail. Companies like yours spend years building trusted relationships with their customers – and sending a single unsolicited email message can often erase all those years of hard-earned trust.
And there can be financial consequences too: Last week, Atlanta-based Internet Service Provider Earthlink won a $25 million court case against an individual that, among other things, sent unsolicited email messages to their subscribers. So before you hit the ‘send’ button for your next campaign, here are a few guidelines to keep in mind:
First, permission is paramount. How did you gather your list? You should only send to people that have explicitly given their permission to receive email messages from you or your company. If part of your list is made up of personal contacts, consider sending the message directly from you – because a message from anyone else may be considered unsolicited. If you’re sending to a list that was gathered from your website or through past contact with your customers, make sure you review your privacy policy before you send the campaign. And make sure you have clear internal policies regarding email communication – so that a well-meaning sales person doesn’t compromise your company’s privacy policy.
Second, make sure there are easy ways for people to get off of your list. People who take the time and energy to tell you that they don’t want to receive email messages from you are not likely to become customers. Make sure that at the bottom of the message you include instructions for unsubscribing from your list – either by clicking through to a form or replying to the message with the words “unsubscribe” in the subject line. One common source of frustration in the unsubscribe process is that people often sign up to a list with one email address, but then try to unsubscribe from the list with another. If you are able to mail-merge the user’s email address into the bottom of the message (this often requires special software), then you can avoid this issue.
Third, don’t ever, ever, place all of the names in the TO: line. In July 2001, Eli Lilly sent out an e-mail newsletter to 669 people who signed up to receive Prozac information via e-mail. But instead of using a professional e-mail marketing solution (or simply using the BCC: line), they simply pasted all 669 people’s e-mail addresses in the TO: line. The people who were already depressed and taking Prozac were even more depressed when they learned their identities had been compromised. In that case, the Federal Trade Commission (FTC) took action – and Eli Lilly settled for $160,000 for the unauthorized disclosure of sensitive personal information collected from consumers through its Prozac.com Web site. (That’s $239 per email).
Unlike a website where you can quickly change content, once you send out an email message, it is virtually impossible to get your message back. So make sure that you spell-check everything before you send. And test your message in a variety of different platforms to make sure the graphics appear properly in AOL, hotmail and other email systems, and that all of the links go to the proper place.
Making Customers Care E-Mail Marketing Case Studies
Published in ClickZ BY Heidi Anderson | April 29, 2004
We marketers talk a lot about using email marketing to inform our customers and build community. As with many goals, it can be easier to talk than act. We sometimes get bogged down and don’t know where to start. This case study may be able to provide you with some inspiration.
Horizon Organic sells certified organic milk, along with other dairy, egg, and juice products. It owns and operates organic farms and purchases organic products from organic farmers across the nation. The company also has partnerships in the United Kingdom. Horizon Organic prides itself on a loyal base of customers who are also fans. Horizon Organic should also pride itself on its use of the Internet. Its Web site is friendly, cheerful, and informative. Check out the Healthy Living section. It includes a bit about the site researcher, links to useful tools, and content written specifically for the site, both from and for site visitors. And, of course, the home page includes a sign-up form for an email newsletter.
Taking a Stand In February 2003, Congress added a provision to the $397 billion federal spending bill that would’ve permitted, in some cases, livestock producers to label meat as organic even if the animals’ diets were composed of conventional grains. Obviously, if the bill were enacted, it would have had a large and potentially negative effect on Horizon Organic’s customer base. What was the company’s response? It launched a grass-roots email marketing effort. Shortly after the news broke, Horizon Organic, with the help of its email marketing partner Customer Paradigm, created a one-time mailing called Take A Stand For Organic.
By using their existing newsletter template, the creators were able to quickly put together a mailing with Horizon Organic’s familiar look and feel. The message included a logo at the top followed by this copy: The founders of Horizon Organic started work on the organic standards over twelve years ago, well before the word organic was ever discussed or defined in political circles. Now the same freshly implemented government standards we fought so hard for may be compromised and rendered essentially useless.
The message went on to briefly describe the federal spending bill, followed by a call to action: Take Action Now — Send An E-mail Or Call Your Representatives. E-mail recipients could click a link and Horizon Organic would walk them through most of this process. The message ended with a forward-to-a-friend feature and a thank-you from the company. Within a few days of the spending bill, the mailing went to an opt-in list of over 14,000 members.
Results? Horizon Organic couldn’t track telephone calls or email messages sent, but it could track actions directly related to the mailing. The open rate was 74 percent, about double that of other Horizon Organic campaigns. The unique CTR was 16 percent, and the pass-along rate was 42 percent. Let’s look first at the open rate. A high open rate owes a great deal to the sender and subject lines. Both of these were clear and enticing to the database. The subject line was “Moos Alert — Take A Stand For Organic.” The sender was clearly identified as Horizon Organic.
As for CTR, it’s difficult to persuade people to “take a stand.” We all have busy lives. Even when we care strongly about something, we don’t always take the time to do something about it. This CTR indicates how many people were influenced enough to begin the process of contacting their congressional representative. If you combine the CTR with the pass-along rate, it indicates this message really struck a chord. Clearly, good marketers know what their customers care about. As this case study shows, customers care about keeping informed. In some cases, they’re even inspired enough to act.
Heidi is a freelance writer who covers the Internet for both consumers and businesses. She’s a former editor of the E-mail Publishing Resource Center and coauthor of “Sometimes the Messenger Should Be Shot: Building a Spam-Free E-mail Marketing Program.” Her work also appears in Smart Computing, PC Novice, What’s Working Online, and Editor & Publisher.

BY Heidi Anderson | December 11, 2003
Coupons are common in the offline world, at least here in the United States. They’re so popular, a journalism professor once told me the majority of daily newspapers sell the most papers on Wednesday, primarily because of the special coupons in that day’s paper.
But online, coupons aren’t as widespread. I began to wonder: Can a company entice customers to respond to e-mail coupons?
It can if the company is Orange Glo International. The makers of OxiClean have been experimenting with e-mail marketing campaigns focused around coupons, and the results are beginning to trickle in.
Orange Glo is a small, Colorado-based company that manufactures and distributes natural cleaning products. This relatively new business was using TV commercials and infomercials to get the word out about its alternative cleaners. Orange Glo does some sales business via its Web site, but the bulk is through retail stores such as Wal-Mart.
Orange Glo’s challenge was to not only educate users about its products but also drive them to the retail channels to make a purchase. For instance, several informational campaigns have featured cleaning celebrity Billy Mays, who sends out notices about new offerings. Each message is clean, simple, and branded — “I’m excited to tell you about our newest product, OxiClean Active Stain Remover,” says Billy — and each has one call to action. A “click here to buy now” link takes users to the company Web site.
Although these messages educated recipients, the company also wanted to drive users to offline stores. Offering coupons via e-mail messages was one way to do that.
Orange Glo worked with Customer Paradigm to create a coupon offer. The offer went out just before Thanksgiving to a house list of tens of thousands.
Let’s take a look at several of the campaign’s elements:
Graphics. Billy Mays’ popularity is used to brand the Orange Glo messages. As a consumer, I applaud this notion. I participate in a number of online survey panels. My favorite is the Lightspeed panel, and it’s all because of Lauren. For all I know, she’s a fictional character, but I’m happy to see her. I feel like my communications are being sent to someone, not off into the netherworld of the Internet. Billy Mays is well represented in the Orange Glo message, right down to his signature and e-mail address.
Text. The text draws the reader in and matches the tone of the overall campaign. Phrases such as “if you’re like me” and “cranberries and other holiday foods often are a big source of stains” get the point across.
Offer. The offer, four different $1 coupons, is nothing to sneeze at. It’s mentioned high in the communication and listed in a postscript after Billy’s sign-off. Though marketers tend to agree e-mail postscripts aren’t nearly as important as those in direct mail pieces, Customer Paradigm’s Jeff Finkelstein notes it generates a significant number of click-throughs.
Miscellaneous. The mailing includes a phone number for those who aren’t comfortable asking for the coupons online or for those who don’t have printers attached to their PCs. Plus, it includes various list management tools, such as an unsubscribe link and a method for subscribing if the e-mail message was forwarded from a friend.
Clicking on the coupon link within the message transports recipients to the coupon signup form. The form has pre-populated fields, a great tactic in general. The less work the user has to do, the better.
The form includes three optional quick-pick questions, such as “Do you have pets in household?” The questions allow Orange Glo to gather customer information to be used for future products or in future campaigns.
The recipient chooses the coupons he would like; the boxes are prechecked for each product: Kaboom Shower Tub & Tile Cleaner, OxiClean Active Stain Remover, OxiClean Multi-Purpose Stain Remover, and Orange Glo Wood Cleaner & Polish.
The coupons then print to the user’s printer. (Remember, if the user doesn’t have a printer, she can call to have the coupons shipped to her.) Each coupon includes a bar code that allows the company to track from whom and when the coupon was redeemed. And Orange Glo followed up the offer with thank-you messages for those who signed up for the coupons.
Results:
The message was opened by 11.2 percent of recipients and garnered a 1.7 percent overall CTR. The open rate and CTR are a bit low compared to past Orange Glo campaigns, which are usually in the 13-20 percent range. However, this campaign went out just before a major holiday, when it’s likely recipients weren’t checking e-mail as frequently as usual.
16 percent of those who opened the message clicked through to the form, which is higher than past Orange Glo campaigns. Past campaigns average between a 10 and 12.5 percent CTR on opens.
Of those who visited the Web site and landed on the form, 68.5 percent completed it. Most recipients opted to print all four coupons, for a total of approximately 7,600 coupons.
We won’t know the coupon redemption rate until about eight weeks after the campaign, but here are a couple follow-up thoughts. Orange Glo did a comparison check against coupons in newspapers in an earlier campaign, and that past campaign led to double the redemption rate of the newspaper coupons.
Also, Orange Glo knows placing coupons in newspapers works, but placing them in newspapers is generally much more expensive than placing them in e-mail. Coupon inserts into newspapers typically cost about $45 to $55 CPM, plus printing. Though I don’t have the exact cost of this e-mail marketing campaign, it’s a sure bet the numbers are nowhere near as high.
Please have someone contact me now:
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