Saturday, 9 July 2022

12 Essential Open Graph Meta Tags for Facebook and Twitter

Every marketer knows the phrase ‘content is king’, but that content is nothing without readers and followers.

These days, there’s one sure-fire way to get your content out to a broader audience and share your awesome new blog post: social media.

With a ready audience of millions, sites like Facebook and Twitter are some of the best ways of getting the word out. However, if you want to optimize that outreach potential, there’s a super-easy way to do it: open graph tags (OPGs).

Not heard of the open graph protocol behind OPGs? Then let me explain what are they, why do they matter, and — most importantly — how do you use them?

What Is Open Graph and Why Was It Created?

Facebook introduced Open Graph in 2010 to promote integration between Facebook and other websites by allowing posts to become rich objects with the same functionality as other Facebook objects.

Put simply, it helps optimize Facebook posts by providing more control over how information travels from a third-party website to Facebook when a page is shared (or liked, etc.).

To make this possible, information is sent via Open Graph tags in the <head> part of the website’s code.

Lines of code that are showing an example of open graph.

Other social media sites are also taking advantage of social meta tags. For instance, Twitter and Linkedin recognize Open Graph tags; Twitter has its own meta tags for Twitter Cards, but if Twitter robots cannot find any, it uses OGP tags instead.

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Why Marketers Should Care About OGP Tags

OGP tags are vital for marketers because they help ensure that when a user shares a link to your content on social media, the correct information is automatically populated. This can help increase engagement and help potential customers learn more about your brand or product.

Additionally, marketers should care about OPG tags because social media sites are the primary drivers of most web traffic. Consequently, the ability to harness the power of social meta tags is a vital skill for today’s marketers.

Also, using OGP tags can help you track how your content is performing on social media, enabling you to adapt your sharing strategy.

However, most notably: open graph tags can have a massive impact on conversions and click-through rates by solving common issues.

For instance, have you ever shared a link on Facebook only to find the thumbnail was missing, or there was a different picture than you expected?

Knowing just a little about OGP tags can help you tackle these problems and improve your social media marketing.

There’s one thing they won’t do, though, and that’s influence your on-page SEO. However, the boost you can get from the extra reach on social media means it’s worth looking into.

Now, let’s look at the most essential OGP tags for Facebook and how to optimize them for better sharing.

Understanding Facebook OGP Tags

As explained in the intro, OGP tags are crucial because they allow you to control how your content appears when it’s shared on sites like Facebook. The open graph tags let you control the title, description, and image in the post; it’s a great way to ensure your content looks amazing when you share it.

In addition:

  • Adding OGP tags ensures that you use the correct image and description, which can help improve click-through rate, while enabling you to add specific details such as whether it’s a movie, book, or product.
  • Using OGP tags allows you to track how your content is performing on Facebook. When someone shares one of your articles on the site, the OG tags send traffic data back to Facebook. This data then lets you see which articles are getting the most engagement, and which need improvement.
  • Including OGP tags ensures you use the correct image and description when sharing your links on Facebook, which can help improve click-through rates.
  • Adding OGP tags is easy, and most content management systems have plugins or extensions to simplify the process.

Facebook has several open graph tag types. You can use OGP tags to specify things like the site’s name, the image used as the thumbnail on Facebook, and the description that will appear when someone shares your page.

In this section, I cover the different types, and then explain how to use them.

An image of the inside of a car with arrows pointing to different types of ogp tags.
An example of various OGP tags being used in a post from VentureBeat.

og:title

The og: title is how you define your content’s title. It serves a similar purpose as the traditional meta title tag in your code. In fact, if Facebook doesn’t find the og:title tag on your page, it uses the open graph tag title instead.

As Facebook explains, most content is shared as a URL. If you want control over the way your content looks on its site, you must add OGP tags.

In Facebook’s own words,

“Without these Open Graph tags, the Facebook Crawler uses internal heuristics to make a best guess about the title, description, and preview image for your content. Designate this info explicitly with Open Graph tags to ensure the highest quality posts on Facebook.”

To get the best from OGP, you also want to think about the way your text appears and its length.

Keep in mind that the text shown on a Facebook feed is bold and extremely eye-catching. It must be compelling, just like a good post title.

There is no limit on the number of characters, but it’s best to stay between 60 and 90. If your title is longer than 100 characters, Facebook will truncate it to only 88!

Example:

<meta property=”og:title” content=”Your eye-catching title here” />

og:url

When you share a link on Facebook, you can add Open Graph tags. These tags help Facebook display rich information about the link, such as an image, title, and description.

This is how you set the canonical URL for the page you are sharing. This means that you define one page to which all your shares go. It’s helpful if you have more than one URL for the same content (for example, using parameters). Important note: URL provided is not shown on the Facebook newsfeed, only the domain is visible.

Example:

<meta property=”og:url” content=”http://www.yourdomain.com” />

og:type

This is how you describe the kind of object you share: blog post, video, picture, or whatever. The list to choose from is long. Here are some examples:

Web-based:

  • website
  • article
  • blog

Entertainment:

  • book
  • game
  • movie
  • food

Place:

  • city
  • country

People:

  • actor
  • author
  • politician

Business:

  • company
  • hotel
  • restaurant

You can see the complete list of types here.

This tag is important if your page has a “Like” button and represents a real-life object (like a book or a movie). It determines if your content appears in a user’s interest section of her profile in the event they “Like” it.

In most cases, you will use the “website” value since what you are sharing is a link to a website. In fact, if you don’t define a type, Facebook will read it as “website” by default.

Example:

<meta property=”og:type” content=”website” />

og:description

This metadata descriptor is very similar to the meta description tag in HTML. This is where you describe your content, but instead of it showing on a search engine results page, it shows below the link title on Facebook.

However, unlike a regular meta description tag, it won’t affect your SEO, but it’s still a good idea to make it compelling to get people to click on it.

Og: description tags don’t limit you to a character count, but it’s best to use around 200 letters. In some cases, depending on a link/title/domain, Facebook can display up to 300 characters, but I suggest treating anything above 200 as something extra.

Example:

<meta property=” og:description” content=” Your entertaining and descriptive copy here, if your meta description is good, use it.”/>

og:image

This is the most interesting OGP tag for many marketers because a picture always helps content stand out. This is how you ensure that Facebook shows a particular thumbnail when you share your page, and it can be beneficial for your conversion rates.

Make sure you set the og:image you choose, otherwise, Facebook shows something stupid like an unwanted ad banner scraped from the page or nothing. You definitely don’t want that!

Here’s a few more pointers:

  • It’s important to remember that if your page is static and you don’t use any sort of content management system (CMS) (like WordPress), you need to change the og:image manually for each of your pages.
  • If you control your website with a CMS and you install the relevant plugin, the og:image tags are assigned automatically for each page. Look for the list of plugins further down.
  • The most frequently recommended resolution for an OG image is 1200 pixels x 627 pixels (1.91/1 ratio). At this size, your thumbnail will be big and stand out from the crowd. Just don’t exceed the 5MB size limit.
An example Facebook post used to represent og:image tags.
An example of the og:image OGP tag with the image rendered at full size.

If you use an image that is smaller than 400 pixels x 209 pixels, it will render as a much smaller thumbnail. It’s nowhere nearly as eye-catching.

An example facebook post showcasing a smaller thumbnail image as an example of thumbnail size.
An example of the og:image OGP tag with the image rendered at a smaller size.

Keep in mind that the picture you use as an Open Graph image can be different from what you have on your page.

Why wouldn’t you leverage that opportunity to stand out even more?

For example, if your title is good, but the picture you are using is not very exciting (not an infographic or a good-looking person, etc.), consider using an image with a good line or two of copy instead (see example below).

One thing you need to remember if you do this: place your text, or the most significant part of it, in the middle of the image. This matters because Facebook trims the sides of thumbnails.

An example facebook post showing where to use text in thumbnails.
An example of putting text in the most effective part of a thumbnail.

Example:

<meta property=”og:image” content=”http://www.yourdomain.com/image-name.jpg” />

For an easy way to add OPGs, there’s an online generator.

Advanced Facebook Open Graph Tags

The Open Graph tags above are the ones you need to know. However, you can use other, more advanced tags to provide even more in-depth specifications.

For example

  • og:locale – defines the language; American English is the default
  • og:site_name – if the page (object) you are sharing is part of a larger network
  • og:audio or og:video – to add additional audio or video files to your object
  • fb:app_id – for linking to a Facebook application (e.g., FB Comments) with the object

Check Your OGP Tags

Once you’ve set up your open graph tags, you need to check they’re working okay. To do this, you can use the Sharing Debugger to see how the information displays when you share your website content on Facebook, Messenger, and other places. Also, the Batch Invalidator will let you refresh this information for multiple URLs at the same time.

To use it, simply enter the URL of the page you’re having problems with and click Debug.

Facebook’s debugging tool has two beneficial functionalities.

First, when you type in the link you want to check, it returns any errors and suggestions for OG tags, if there are any. You can also check what the og:image looks like, your description, and so on.

Second, it clears the Facebook cache. Imagine this: you post a link to Facebook, but then you see a mistake in the thumbnail, so you go back to your site and adjust the OGP tags, and you post it again on Facebook.

Probably, nothing will happen. The thumbnail will stay the same. This is because of the cache. The Facebook Sharing Debugger will refresh the cache on your links after any adjustments, so remember to use it each time.

A screenshot of the backend of facebook's debugging tool.
The Facebook Debugging Tool.

Open Graph Tags for Twitter: Twitter Cards

If you’re not familiar with Twitter’s cards, they allow you to attach media files and add extra information to your tweets. This can be useful for increasing the visibility of your tweets and providing additional context for users who click through.

Although they’re not the same thing, Twitter’s cards use the same open graph protocol and it looks similar to OGP tags. Implementing these tags makes it much easier to create Twitter cards without duplication issues.

Like Facebook’s Open Graph tags, Twitter Cards let you stand out from the crowd of tweets. In short, they allow you to generate some additional content from your 140-character tweet.

This doesn’t show up on people’s feeds automatically, but it adds a little “View summary” button below the tweet.

You can use open graph tags to specify your content’s title, description, and image, and to determine your page’s content type and the audience you want to reach.

A screenshot of a tweet with the "view summary" button highlighted.
An example of open graph tags for Twitter.

When you click it:

In example of the different tpyes of open graph tags for twitter and what they look like.
An example of how title, description, and image tags are used on Twitter.

The Twitter card is tempting to click and provides a handy summary of the shared page. However, surprisingly, not many sites take advantage of these tags, giving you a great opportunity to make your tweets stand out from other feeds.

Installing these cards isn’t difficult, and there’s a quick workaround, even if you’re not tech-savvy. Just install a WordPress plugin.

WordPress SEO by Yoast does the job perfectly well.

To activate Twitter cards in Yoast:

A screenshot of WordPress SEO by Yoast.
Showcasing how to activate Twitter cards in Yoast.
  • Log into WordPress
  • Go to your dashboard,
  • Choose the ‘SEO’ option from the list.
  • Click on SEO and choose social. Click.
  • Go to accounts and click on your Twitter username
  • Select the ‘Twitter’ tab by clicking
  • Scroll down to ‘Add Twitter Card Meta Data’
  • Click ‘enabled’
  • Finally, save any changes.

If the above method isn’t an option, ask your web developer and give them the ready-to-implement Twitter Card tags. Here’s how you’ll make them.

twitter: card

This required tag works in a similar way to og:type. It describes the type of content you are sharing. There are seven options: summary, photo, video, product, app, gallery, and “large version” summary.

Depending on the type of content you choose, the link at the bottom of your tweet changes. You can get “View summary” for summaries, “View photo” for photos, etc. If this tag is not set, Twitter reads your link as a “Summary” by default.

Example:

<meta name=”twitter:card” content=”summary” />

twitter:title

This basically does the same thing as its OG counterpart. You specify the title for your article that will show up in bold. It’s smart to avoid repeating the same text you have in your tweet. Make the most of the space provided and let the two pieces of copy play on each other to reinforce the message. Use up to 70 characters.

Example:

<meta name=”twitter:title” content=”Your title here” />

twitter:description

Use this tag to write a descriptive lead to the page you are sharing. As with Open Graph tags, don’t focus on keywords because they won’t matter for your SEO. Create compelling copy that nicely complements your tweet and the title. Twitter limits this part to 200 characters.

Example:

<meta name=”twitter:description” content=”Your 200-character description here” />

twitter:url

This sets the canonical URL for the content you are sharing. (For more information, review the description for the equivalent Facebook Open Graph tag above.)

Example:

<meta name=”twitter:url” content=”http://www.yourdomain.com” />

twitter:image

Yes, you guessed it. This is how you set the picture to go with your tweet. Twitter allows two options, a card with a smaller or a larger image.

You decide which one you want in the type tag. If you go for the large option, make sure it has a resolution of at least 280x150px and that the file size is not more than 1MB. You can consider using the same trick as the Facebook thumbnail: add some text to the image to boost the message.

Example:

<meta name=”twitter:image” content=”https://ift.tt/Iuz2htQ /image-name.jpg” />

Request Approval from Twitter

Adding cards to your tweets is easy – all you need to do is include some extra code to the end of your tweet. The code tells Twitter which card type you want to use and how you wish the content to look.

There are several types of Twitter Cards, so you can choose the one that best suits your needs.

However, keep in mind that, before you can fully benefit from Twitter Cards, you need to request approval for your page from Twitter.

Fortunately, this only takes about 15 minutes and can be done easily using their Card Validator.

To get started,

  • Select the type of card you wish to use.
  • Add your meta tags
  • Check the URL with Twitter’s validator tool.
  • Test in the validator or get approval for your card, then tweet the URL to see your card displayed. https://developer.twitter.com/en/docs/twitter-for-websites/cards/overview/abouts-cards

Once you get approval, Card Validator serves the same purpose as the Facebook Sharing Debugger, allowing you to check your links before committing.

Twitter Card Plugins

Like with Facebook, plenty of plugins are available for implementing Twitter Cards. Here are a few:

How to Implement Open Graph Tags?

How do you implement OGP tags? Basically, they belong to the <head> part of your page’s HTML. If you don’t manage the code, you’ll need to ask your web developer for help. You can prepare the whole package yourself using the tips above to save their valuable time.

If you are using WordPress, just install one of the plugins that neatly implements the code for you. As I’ve explained, I like to use WordPress SEO by Yoast, but there are some other free tools you can use, including:

A screenshot of Yoast's social tab.
How to implement open graph tags through Yoast.

Here are other OG plugins/extensions/add-ons for:

Like Facebook. Twitter offers a tool to validate your OGP tags, Twitter Card Validator is a tool that allows you to test and preview how your tweets will appear when they are shared on other websites. To use the validator, enter the URL of the website on which you want to share your tweet and click “validate.”

The validator will show you a preview of how your tweet will appear on the website, and display the title, description, and image.

FAQs

What Is Open Graph, and why was it created?

Open Graph Protocol (OGP) is a set of tags used on websites to define the structure of a web page so that it can be more easily shared on social media platforms. OGP tags allow web admins to control how their content appears when it is shared on social media sites like Facebook and LinkedIn.

How do you find Open Graph tags?

You find open graph in the webpage’s <Head> section.

What is SEO OGP?

This is a type of metadata which Facebook introduced back in 2010. It allows semantic integration into Facebook’s HTML, allowing website owners to show Facebook how they would like Facebook to index their sites. https://www.oreilly.com/library/view/facebook-application-development/9780470768730/ch006-sec012.html

How do you check OGP tags?

There are free tools available to check your OGP Tags. Sites like Facebook also offer a validator so that you can check your tags for errors.

Conclusion

The final code for both Facebook and Twitter should look more-or-less like this:

A line of code showing what optimized Twitter and Facebook posts should look like.
Optimized code for both Facebook and Twitter posts.

It might seem a bit confusing, but luckily several tools make the process easier — you don’t need to know how to code.

There are three main types of Open Graph meta tags: og:title, og:image, and og:description, and taking the effort to implement them has distinct advantages, including better click-throughs and engagement, which can all lead to added conversions. The additional measures of adding Open graph also increase visibility.

However, despite these advantages, it’s surprising how few people optimize these tags. It’s worth doing because it helps you stand out and draw more clicks and views, and it can even help improve your SEO —all things that lead to more profit.

Have you implemented open graph meta tags? How has it impacted your site?



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Friday, 8 July 2022

Omnichannel Marketing: How You Can Use it to Reach More People Than Ever Before

Marketing used to be a lot less complicated.

Today, users interact with brands on multiple devices and separate platforms—often simultaneously. Even in-person and online shopping, which used to be distinct events, are no longer completely separate due to the rise of trends like buy-online-pick-up-in-person.

Consumer expectations are shifting as well.

Today’s customers expect to receive the same service and brand experience whether they’re scrolling Facebook, reading their email, or shopping in a store.

How do you give your customers what they want and deliver a better experience? With omnichannel marketing.

What Is Omnichannel Marketing?

Omnichannel marketing provides users with a seamless marketing experience across all platforms, channels, and devices throughout the marketing funnel. The core goal of omnichannel marketing is to place the customer at the center of all marketing strategies and provide a consistent, seamless experience.

Omnichannel marketing is growing in popularity, with 67 percent of e-commerce companies saying omnichannel is “very” or “quite” important to their business.

While implementation of an omnichannel strategy can vary between businesses, it can be identified by key goals, including:

  • personalized content and ads informed by past interactions with specific users
  • consistent branding, tone, and vision across all platforms
  • allowing users to continue their purchase path seamlessly, even if they switch platforms or devices

Benefits of Omnichannel Marketing

When implemented correctly, omnichannel marketing offers a host of benefits for both brands and their customers. According to Invesp, companies using omnichannel strategies retain 89 percent of their customers, while brands that don’t keep just 33 percent of their customers.

Several other benefits include:

  • Improved user experience: Omnichannel marketing centers the customer experience, providing a better experience for customers no matter where they interact with your brand.
  • Better brand awareness: Creating a consistent experience across platforms (including in-store) makes it easier for customers to recognize your brand.
  • Improved business data: Omnichannel tracks interactions across platforms, channels, and even in-person sales. This highlights which campaigns (and channels) are most effective at driving leads and sales.
  • Increased sales and revenue: Marketers that use three or more channels in one campaign see a 287 percent higher purchase rate. Omnichannel campaigns also have a higher order rate.
A bar graph showing the difference in order rate between omnichannel and single-channel marketing campaigns.
A bar graph showing the difference in order rate between omnichannel and single-channel marketing campaigns.

Examples of Omnichannel Marketing

Today, most brands realize customers engage with them on multiple channels. However, implementing an omnichannel strategy can feel overwhelming. Let’s look at a few brands that are getting it right.

Starbucks

Starbucks is more than just an in-person coffee shop and remote working haven.

They also offer online ordering through their mobile rewards app. Customers can upload money to the app, place curb-side orders, and even claim rewards.

An image of the Starbucks app's homepage.
An example of effective omnichannel marketing from Starbucks.

How do they improve omnichannel with their app?

First, Starbucks offers rewards to app users, which encourages them to use the app. The app regularly pushes special rewards, such as earning extra points for ordering in the next two days or trying a new drink.

When customers use the app, it allows Starbucks to track in-store behavior—data they wouldn’t have access to otherwise. The app then offers recommendations and promotes seasonal drinks to drive sales.

Disney

Disney is a pioneer in omnichannel marketing. The brand has expertly navigated combining in-person, online, and television marketing for decades.

The brand’s omnichannel marketing really stands out in its My Disney Experience platform for visiting their park. Users can access the tool via app or browser and buy tickets, book hotels, reserve restaurants, schedule activities, coordinate with other users, and even store photos they take at the park.

Once users arrive at the park, the built-in GPS helps them find locations in the park, see real-time wait times at rides, and access the Disney MagicPass, a contactless version of the MagicBand. The app also promotes discounts, like 25 percent off hotel stays for Disney+ subscribers.

Providing a seamless experience from online to in-person helps make customers’ Disney adventure even more magical.

Warby Parker

Warby Parker, a well-known eye-glass company, was originally only available online. In recent years, they began to leverage omnichannel marketing. In addition to allowing customers to order up to five pairs of glasses to try on at home (one of their most popular offers,) they now have many brick-and-mortar stores.

An image of Warby Parker's homepage showing some glasses.
An example of effective omnichannel marketing from Warby Parker.

However, they didn’t just create stores to sell more glasses—they’re committed to combining data from in-person interactions and online interactions. Warby Parker co-founder Dave Gilboa shared:

“We really focused on providing a great online experience but an offline as well. We have 70 stores and we’ll have 90 by the end of the year. We can see a clear path to several hundred stores in addition to a thriving ecommerce business.”

How does it work? Customers can favorite frames on the app, which in-store associates can then access to help them complete the purchase in person.

Shoppers can also try on glasses in the store and take a photo, which is converted into a link and sent to their email to complete the purchase online.

Omnichannel Marketing Strategies

Omnichannel marketing allows businesses to deliver the right message to the right customer at the right moment, driving sales, increasing customer loyalty, and providing a better customer experience.

Getting it right is no easy task. Here are five steps to building a better omnichannel strategy.

Map the Customer Journey

Omnichannel marketing creates a seamless customer journey. To do that, you need to understand the path your customers take when making a purchase.

Creating a customer journey map helps you better understand where customers interact with your brand, provides insights into their pain points, and makes it easier to create an effective omnichannel marketing strategy.

Here’s how to create your map:

  1. Identify your customers: Identity who your customers are, where they live, and other demographic information. Look in your CRM or use a current buyer persona.
  2. Understand their pain points: What drives your customers to make a purchase? What challenges do they want to solve?
  3. Find out where they hang out: What platforms do your customers use during the purchase process?
  4. Track the path of conversion: How do most of your customers convert? Keep in mind their path is unlikely to be straight. They might visit your in-store and then convert online, or view your Instagram reels and then visit your store. Aim to define the most common paths.

Once you’ve created your customer journey map, look at your conversion tracking data to find areas where customers are dropping off. Depending on how you track, this might be in Google Analytics or your sales platform. Customer satisfaction surveys may also provide insights.

Create a Consistent Brand Presence

Creating a consistent brand presence is a small part of omnichannel marketing, but it is crucial. Make sure all platforms use similar branding, tone, colors, and marketing messages.

Next, look at customer surveys (or create one!) and reviews to find out where customers aren’t happy. For example, you might find your website is too hard to use or your app is glitchy. Users might open every email you send but never engage on social media.

Once you see where your message doesn’t resonate, make plans to improve it. Does your audience prefer a different format, or more helpful content?

Remember, the goal is to be consistent, not identical. For example, your website might offer live chat—that doesn’t mean your social media channels need it, too. Instead, make sure the information, including things like what is in stock, is consistent where it is available. You don’t want a customer to see something is in-stock online and then show up to the store to find it is sold out.

Use Omnichannel to Increase Personalization

A report by Segment found that 71 percent of consumers feel frustrated when their shopping experience is impersonal. Even more striking, 91 percent of customers are more likely to shop with brands that deliver personally relevant offers and recommendations.

You can’t ignore personalization—it’s increasingly popular and customers expect it. Luckily, omnichannel marketing can help you leverage the strategy more effectively.

Personalization is the key to a successful omnichannel strategy, but it’s about a lot more than using the name tag in your email marketing. Rather, omnichannel marketing leverages data about customers to deliver ultra-relevant marketing messages at just the right time.

What does omnichannel personalization look like? While it can vary by brand and industry, here are a few examples:

  • A customer adds an item to their cart, but they don’t check out. Later, you send an email with a link to their cart, a discount, and a reminder to complete their purchase.
  • Using segmentation, you email different product recommendations to customers who purchase children’s clothing versus adult workout clothing.
  • A customer tells an e-commerce chatbot what types of cleaning products they are interested in. Later, a customized popup promotes a special on the products that the customer is interested in.

Omnichannel personalization takes personalization to the next level by delivering relevant messages across platforms.

Leverage Technology to Automation Omnichannel

Omnichannel marketing requires gathering and leveraging data—and developing different funnel paths for different types of customers. The problem is most marketing teams don’t have the time to manage this process manually.

Omnichannel marketing tools make it easier to gather and leverage data to build a better user experience. Your stack will vary by channel, industry, and the size of your company, but there are a few key platforms to consider.

  • Data collection: Omnichannel marketing uses data to understand customers’ paths and deliver a better experience. If you don’t have Google Analytics 4 set up, now is the time. Consider using a BI tool like Power BI or Google Data Studio to analyze data and create reports.
  • Marketing automation: Whether you want to engage more on social media, send scheduled emails, or move users through the conversion process, you need marketing automation tools to build an effective omnichannel marketing strategy. Many tools you already use, like email marketing, CRMs, and social media management, have built-in automation features. I also recommend a tool like Zapier to build custom triggers.
  • Chatbot automation: Want to be there for your customers even in the middle of the night? A well-designed chatbot script can answer questions, deliver resources, and qualify leads while you sleep.
  • Segmentation platform: One of the key benefits of omnichannel marketing is the ability to offer a more personalized experience. To do that, you have to segment your audience. Depending on your industry, this might mean using dynamic landing pages or a tool like Omnisend to send more personalized emails, pop-ups, and even push notifications.

Test and Optimize Your Omnichannel Campaigns

Building an omnichannel strategy isn’t a one-time endeavor. To be effective, you must constantly test, retest, and tweak your strategy. Over time consumer behaviors change, and you need to be ready.

The segmentation tools I mentioned in the previous section often offer testing features, or you can use Google’s Optimize or Optimizely to test audiences, content, landing pages, and even button color changes.

If you’re new to testing, this guide to A/B testing will get you started. It can feel overwhelming at first, but I think you’ll uncover really interesting data if you stick with it. Testing and optimizing drive ROI, so you’ll build a better campaign.

Omnichannel Marketing Frequently Asked Questions

What are the benefits of an omnichannel marketing strategy?

Omnichannel marketing provides a better user experience, increases retention rates, improves data collection, and makes connecting online and offline experiences easier. Together, all those benefits drive sales and ROI.

What is the difference between multichannel marketing and omnichannel marketing?

The biggest difference is that omnichannel marketing focuses on improving the customer experience, while multichannel marketing focuses on increasing customer engagement. Omnichannel also recognizes that customers may use multiple channels simultaneously.

What are the best omnichannel marketing tools?

The main tools you’ll need to implement omnichannel marketing are tools for all the channels your users engage on, like email, SMS, or social media. Automation tools, including chatbots, are also highly effective for omnichannel marketing. Finally, you need a robust analytics program, like Google Analytics 4, to track user interactions on both the web and apps.

What is an example of omnichannel marketing?

One of the best examples of omnichannel marketing is Starbucks’ reward app, which allows them to track in-person interactions, send personalized recommendations, and increase customer engagement.

Omnichannel Marketing Conclusion

The future of marketing is connected. Unlike multichannel marketing, which seeks to push out similar messages on multiple channels, omnichannel marketing focuses on bringing experiences together into a seamless experience that customers love.

Before you get started, make sure you understand who your customers are and look for marketing automation tools that will help you build a stronger omnichannel campaign.

Are you using omnichannel marketing? What challenges are you facing?



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Best Email Autoresponder

Klayvio sequence trigger for Best Email Autoresponder

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You know the revenue is out there, and you know email can help you get it. But how do you keep a strong handle on your campaign as it plays out over weeks and months?

Email autoresponders can save you a ton of time and deliver huge returns on campaign investment. Yet automation can be a double-edged sword.

The sad truth is that many thoughtful email campaigns become inbox wallpaper. It only takes a few mistimed or off-target emails before your audience starts to tune them out.

A good email autoresponder gives you the ability to connect with customers, at scale, without overwhelming them. 

Or your team, for that matter. These products eliminate many of the tedious and repetitive tasks that are so essential to building relationships at scale.

Delight your customers with content they’re interested in. Get full visibility into your open and click-through rates–watch them climb.

Let’s walk through the best email autoresponders, what they can do for you, and how to select the right one. 

#1 – Moosend Review — The Best for Simple Marketing Automation

Moosend splash page for Best Email Autoresponder

Moosend is an affordable email automation tool with an almost nonexistent learning curve. Yet for how easy it is to get started, Moosend users wind up automating their email marketing in really impactful ways.

It’s sad to think, but some companies spend thousands of dollars a month on ultra-powerful marketing automation software that they don’t really need. Plus, that stuff can be really hard to use.

With Moosend, you get a lot of freedom to customize your email marketing automation. There’s a rich set of triggers and actions all managed in a drag-and-drop interface. Workflows can be shared among team members, who can leave notes.

The Moosend interface itself is great at educating users how to automate and fine-tune customer journeys. With templates, preset workflows, and rich tracking capabilities, Moosend makes it simple to find what works for your unique subscriber base.

Moosend similar users feature for Best Email Autoresponder

Leverage the AI to hyper-personalize your emails based on similar consumer preferences and other behavioral analytics.

They’ve recently added “And/Or” expressions to custom fields. This allows for a lot more customization in terms of defining triggers. Custom fields don’t have to be just one thing any more!

Without writing a single line of code, you can gain quick mastery of a deep set of email automation features that include:

  • Rich tracking, reporting, and analytics
  • Click heatmaps
  • Five types of subscription forms
  • Direct SMTP service
  • Cart abandonment 
  • Embed product blocks in newsletters for shoppable emails
  • Mobile responsiveness
  • GDPR compliance
  • Native integrations with WooCommerce, Salesforce, WordPress and dozens more top products

Moosend starts at $9 per month for up to 500 subscribers. That rate drops to $7 per month with an annual contract.

Like many email marketing tools and autoresponders, the price increases as your subscriber list grows. For example, the monthly rate for 1,001 to 2,000 subscribers is $24, and it’s $160 for 10,000 to 25,000 subscribers.

Moosend also offers customized enterprise-grade plans for any list size. This includes a dedicated IP, SSO and SAML, priority support, and an account manager.

Try Moosend for free with a 30-day free trial.

#2 – Constant Contact Review — The Best for Complex Email Sequences

Some email autoresponders are about simplicity, allowing anyone to use their features with no coding required. But a platform like Constant Contact is better for those who want no limits to their email automation capabilities, coupled with fine-tuned customization.

This platform has all the tools you need at your disposal. Set up automated welcome sequences when new subscribers or leads join your list. These can be as straightforward or complex as you’d like—from a simple welcome message to a series of precisely timed emails to warm a prospect up.

Constant Contact welcome email sequencing for Best Email Autoresponder

Plus, Constant Contact’s form builder is easily embeddable on your websites and landing pages. These forms can accommodate custom fields to capture the exact information you need from list members.

That way, not only can Constant Contact know exactly when and from whence someone opted in, but the custom data fields can also serve as unique triggers for sending personalized automated emails.

So you can set up one welcome sequence track for salespeople, another separate one for C-suite executives, and so on, for any segmentation method. Not only do you get to tailor your messages to be precisely targeted to segments of your list, you get more actionable data. No more weak open rates that are only the result of inundating every subscriber with the same welcome sequence.

But it obviously goes well beyond the first messages you send. Autoresponder triggers can be set at key points along the way, such as clicking a specific link in an email or abandoning a shopping cart on your site to a birthday, anniversary, or prolonged period of no opens or actions.

Plus, you can use this automation capability to set up nuanced drip campaigns to keep the engagement up without too heavy a touch. Constant Contact’s custom form fields allow to get as granular as you’d like with long-term strategies for communicating with your list. And you can set automated emails to only send on specific days of the week or times of the day, so you’re always sending messages that get seen.

All this functionality is available in Constant Contact’s Plus plan, the cost of which is determined by the number of contacts in your list:

  • Up to 500 contacts: $45/month
  • 501 – 2,500 contacts: $70/month
  • 2,501 – 5,000 contacts: $70/month
  • 5,001 – 10,000 contacts: $70/month
  • 10,001 – 15,000 contacts: $70/month

Pricing continues to scale upward to 50,000 contacts. Above that, Constant Contact will set up a custom price for you.

Get started with Constant Contact today.

#3 – Sendinblue Review — The Best Free Email Autoresponder

Sendinblue welcome message sequence for Best Email Autoresponder

Sendinblue has one of the most generous free plans I’ve seen for marketing and email automation software. Their free forever option is limited, of course, in some ways, but still offers unlimited contact storage.

Most other tools restrictively cap this aspect of their free plans to encourage you to upgrade.

But with unlimited contact storage, Sendinblue’s free version of its autoresponder truly can’t be beat. You can have it send up to 300 emails per day on your behalf.

That’s just shy of 10,000 autoresponses per month, more than enough to supercharge your marketing and sales efforts.

Better still, you can set it up in mere minutes. Sendinblue delivers several prebuilt automations that are perfect for setting autoresponses to common situations.

Put welcome emails and double opt-in mechanisms to new list members on autopilot, have messages send automatically when a subscriber interacts with a portion of your website or a previous email, or have anniversary, birthday, follow-up, and reminder emails delivered without any manual effort on your end.

And the possibilities become endless if you utilize Sendinblue’s automation builder. There, you have full control over trigger actions (like an abandoned cart, among many others), timing, conditions, and qualifiers.

Either way you go about it, you’re supported by one of the best drag-and-drop email builders in the biz. Sendinblue’s editor makes it easy to whip up incredibly designed, personalized messages that you can utilize in any number of autoresponse sequences.

And, if you want to handle more than 300 per day, just upgrade to the Sendinblue plan that fits you best. Prices start $25 per month for up to 20,000 monthly emails.

With such a good free option on offer, there’s no excuse not to try out Sendinblue today. Gain back valuable time and energy while ensuring that you are giving your email list all the attention they require.

#4 – Klaviyo Review — The Best for Ecommerce

Klayvio automation sequence for Best Email Autoresponder

Klaviyo ties into a CRM or ecommerce platform and makes it easy to deliver ultra-personalized content via email. It really plays well with other software, like WooCommerce, BigCommmerce, Magento, and other big-name ecommerce brands.

You’ll be able to collect a lot of information about your customers their shopping habits. Those insights can be put to work in your campaigns.

No more unfocused email blasts to the public. Instead, Klaviyo allows users to build out unique customer journeys for long-time fans and first-time window shoppers. 

Because it has native integration with customer data sources, you can get pretty fine-grained with the segmentation. 

And, with the simple user interface, anyone on your team can start maximizing the relevant content every visitor sees.

Klayvio sequence trigger for Best Email Autoresponder

Klaviyo iworks across many channels, allowing you to expand your subscriber base via Facebook, for example.

Nurture individual leads from a 10,000-foot view by using the features in Klaviyo’s extensive toolkit:

  • Prebuilt autoresponders
  • Email personalization for first-time buyers, regulars, VIPs, and more
  • A/B split testing
  • Drag-and-drop, WYSIWYG email editor
  • Responsive templates optimized for web and mobile
  • Shoppable product recommendations in email
  • Rich selection of behavior-based triggers 
  • Comprehensive segmentation options

The free plan for Klaviyo maxes out at 250 contacts and 500 emails, after which you will be asked to upgrade. Paid plans start at $20/month for up to 500 contacts and unlimited email sends, climbing higher depending on the size of your contact list.

With some of the other email autoresponders, you’ll have to configure things to make sure they work with your online store. Klaviyo is built for just that. This means less work on your end to get products in front of your customers.

Try Klaviyo for free.

#5 – GetResponse Review — The Best for Sales Teams

GetResponse has provided one of the simplest, most effective email autoresponders for more than 20 years. Over that time, they’ve added features and evolved the UI to keep it one of the most useful products on the market.

Their experience shows. They know what works, why, and how to help you get set up. 

For one, GetResponse offers hundreds of professionally designed templates to communicate with customers at every step of their journey.

GetResponse templates for Best Email Autoresponder

The built-in sales tracking features are also really nice, and really set GetResponse apart from the other easy-to-use autoresponders. Even their Basic plan comes with a sales funnel, unlimited lead funnels, and unlimited landing pages.

With other email autoresponders, you’re going to have to integrate your pipeline. With GetResponse, you can keep daily operations under one roof.

That said, if you already have a way of tracking contacts, GetResponse integrates with popular tools like Magneto, Microsoft Dynamics, and Salesflare.

Along with a flexible email autoresponder, GetResponse has a number of other useful features to help you connect with customers:

  • Unlimited email sends
  • Transactional and time-sensitive emails
  • Drag-and-drop email editor with mobile and inbox preview
  • Add content blocks, videos, buttons, and social media icons to emails
  • A/B testing
  • List and calendar views for email scheduling
  • RSS-email templates

GetResponse doesn’t have a free forever plan, though they do offer a free trial. Pricing starts at $13.50/month for 1,000 contacts with their Basic plan, which comes with all the features listed above. 

And much more. Honestly, the Basic plan is far from basic.

At the Plus and Professional pricing tiers, you have more features like webinars, as well as greater degrees of customization. 

Their top tier plan, Max, comes with a dedicated IP address, SSO, and other features designed to secure and streamline enterprise email marketing and sales. Try GetResponse for free today.

#6 – MailerLite Review — The Best Standalone Email Autoresponder

MailerLite is used by more than one million companies, startups, and freelancers because it is an intuitive, budget-friendly platform that delivers results. 

Its free version lets you send 12 emails per month to 1,000 subscribers, which might be all some people need to get started.

For an email autoresponder that’s easy to use, MailerLite comes packed with simple, yet powerful features that help you optimize your campaign. 

I like using A/B split testing to send two variations of an email and see which one performs better.

MailerLite A/B testing for Best Email Autoresponder

The clean MailerLite interface gives your teams the control they need to communicate effectively with your subscribers. 

Some of its best features include:

  • Automate RSS to email
  • Time-zone based email delivery
  • Auto resend unopened emails with alternative subjects or personal messages
  • Segment subscribers based on a varied criteria
  • Rich email personalization
  • Target specific interest groups by tagging subscribers or inviting them to self-select
  • Track email campaign activity with detailed reports
  • Click maps to analyze subscriber interaction with your emails

MailerLite also comes with features to customize your website experience, like pop-ups and embedded forms, as well as an amazing drag-and-drop editor to craft striking newsletters.

Better still, it’s very affordable beyond the free version.

  • Free: Up to 1,000 subscribers, 12,000 monthly email limit
  • $10/month: Up to 1,000 subscribers, unlimited emails
  • $15/month: Up to 2,500 subscribers, unlimited emails
  • $30/month: Up to 5,000 subscribers, unlimited emails
  • $50/month: Up to 10,000 subscribers, unlimited emails

As a free email autoresponder, MailerLite is hard to beat for any small business. You get a free website with five landing pages, a drag-and-drop visual email editor, and advanced segmentation features.

It’s almost unreasonably generous.

For organizations that need the paid plans, the price is still very competitive and the premium features will pay for themselves many times over.

#7 – Mailchimp Review — The Best for Beginners

Mailchimp is a powerful product that hasn’t lost its simple feel, though it has grown considerably since it first hit the market in 2001. 

Today, it functions as an integrated marketing platform, taking on way more responsibility than the email automation it became famous for.

Despite its depth, I like Mailchimp as an email autoresponder for beginners because it’s constantly offering user recommendations based on intelligence from billions of email interactions. 

Mailchimp builder for Best Email Autoresponder

Subject Line Helper, for instance, offers data-driven insights about how to increase open and click rates. 

There are plenty of other excellent features, including:

  • Drag-and-drop email editor
  • Segmentation capabilities to target messaging and automate product recommendations
  • Send Time Optimization
  • Multi-branch customer journeys
  • Behavior-based automation
  • Lookalike audience finder
  • RSS to email 
  • Transactional Emails with Mailchimp API or SMTP

Mailchimp offers a free forever version that’s limited to 2,000 contacts, but comes with features like a marketing CRM and landing pages that you won’t get with other freemium email autoresponders.

To get the Customer Journey Builder, which lets you construct workflows in a visual editor, you will need one of the paid plans:

  • Essentials: starting at $9.99/month for 500 contacts
  • Standard: starting at $14.99/month for 500 contacts
  • Premium: starting at $299/month for 10,000 contacts

Some of the aforementioned features, like predicted demographics or the lookalike audience finder, are only included with Standard and Premium.

Millions of companies have seen Mailchimp increase their ROI. You can get started with the free version today, knowing that they also have tools to help you grow.

What I Looked at to Find the Best Email Autoresponder

Email autoresponders can help your teams get more done in less time, without sacrificing the personal touch that drives clicks. However, not all email autoresponders are created equal. 

Some will work well for a brief series of 3-5 emails that welcome a new contact and warm them to your products—good for a simple customer journey.

Others help you set up complex automated workflows that respond to customer behavior, shopping tendencies, and other triggers you define.

The end goal is setting up something that automatically sends the right message, to the right customer, at the right time. 

Here are the major features of email autoresponders that are helping companies increase their chances of success:

Automation Capabilities

It’s right there in the name—the big boon of autoresponders is automating menial, manual campaign tasks. 

However, the more robust tools tie into your customer databases or CRM, and let you define triggers based on a range of highly-personalized criteria.

Some of the popular automation capabilities you will see include:

  • Welcoming/Onboarding: Greet new users, customers, or employees
  • Web Trigger: Make contact when someone clicks on a link, fills out a form, updates a field, makes a purchase, or joins a group
  • Reminders: Send time-sensitive emails about deals or webinars
  • Celebrations: Send discounts for birthdays and anniversaries
  • VIP: Trigger discounts and promotions for loyal customers 
  • Abandoned cart: Contact a customer with the opportunity to buy items left in their cart
  • Follow up: Reach out after a purchase or interaction
  • A/B testing: Experiment with different versions of the same email to analyze performance and evolve your strategy
  • Branch flows: Create workflows that split customers based on conditional or logical triggers to direct them down the most appropriate path

A really good autoresponder lets you build out workflows within a visual editor, giving you a bird’s eye view of each trigger and step of the process. 

Make sure you pick something with the capabilities you need to design each customer’s entire journey.

Email Editor

Don’t forget about crafting great emails. They have to be appealing from the subject line to the CTA, and every element must be optimized for web and mobile.

Good email autoresponders make these challenges much easier. My favorite products have intuitive visual email builders that help you make content that converts. 

Beyond designing beautiful emails quickly, you can add buttons, embed content, and preview exactly what your email is going to look like from a customer’s point of view.

Find an autoresponder with an email editor that your employees enjoy using that also delivers predictable results. 

With it, you’ll find that your teams will be able to quickly generate on-brand emails, consistently building out the perfect message for each step of a customer’s journey.

Email Segmentation 

The contacts who make up your list are different people. That should go without saying. 

But, even today, many companies rely on email blasting their full list to get the word out.

Effective email campaigns are based on putting things in front of customers that they actually want. 

Email segmentation allows you to leverage customer data in service of better targeting, through which you can differentiate your contact list into groups based on:

  • Age
  • Average spend
  • Cart contents
  • Gender
  • Geolocation
  • Past purchases
  • Weather conditions
  • Website behavior

Companies like Starbucks are sending weather-appropriate discounts on drinks: it’s no accident when their emails entice consumers to warm up on a rainy day or cool off when the temperature spikes.

This is a whole new way to approach customers where they are. 

Every company defines their important segments differently. The richer your customer data, the easier it will be to use email segmentation to increase your conversion rate.

Email Personalization

Automated, personalized emails go well beyond using a contact’s name in the subject line. 

With Klaviyo, for example, you can automate the inclusion of product recommendations in the body of your email based on a contact’s location, past purchases, current weather, and so on. 

Some autoresponders leverage machine learning to suggest products that other shoppers with similar tastes have ordered. 

The best tools help you nail the easy stuff—like greeting subscribers by name and remembering their birthdays—while helping you convert customer data into revenue.

Tip: the better your email segmentation strategy, the easier it will be to leverage personalization, especially at scale.

Campaign Management

As your contact list grows, it’s going to include more diverse customers at different stages of their buying journey. 

You are going to want an email autoresponder that gives you the ability to manage this growing list and provides visibility into the ongoing performance of your campaign.

We all know about open rates and click-through rates. Those are important, but make sure you find something that lets you drill down into what matters at the end of the day, like sales per email, ROI per email, and total sales per email sent.

Staying effective in the long term means making adjustments. Campaign management tools help you figure out what’s working and what to change.

Email and Subscriber Limitations

Typically, email autoresponder pricing is based on the number of subscribers you have and the number of emails you send each month.

This should be a pretty straightforward consideration. But if your goal is growth, factor in how many more you’re looking to add to your list over the next month, quarter, or year.

If your email marketing strategy takes off and you need to bump up into a higher pricing tier, will that be a problem for your budget and ROI?

Conclusion

Many people begin the search for an email autoresponder only to discover that what they actually need is an email marketing platform. 

Every tool I’ve included on my list of top products handle more than a simple autoresponder. Here’s the entire list one more time:

  1. Moosend – Best for simple marketing automation
  2. Constant Contact – Best for complex email sequences
  3. Sendinblue – Best free email autoresponder
  4. Klaviyo – Best for ecommerce
  5. GetResponse – Best for sales teams
  6. MailerLite – Best standalone email autoresponder
  7. Mailchimp – Best for beginners

The closest option on this list to a dedicated email autoresponder is MailerLite, which still comes with way more than simple email automation capabilities. It’s a really good option (and price) for companies that already have great CRM software and really just need the email autoresponder capabilities.

Sendinblue has the most generous free package on this list, and it only gets better when you upgrade to a paid plan.

Mailchimp and Moosend are more feature-rich than MailerLite, but both remain incredibly easy to use for non-specialists.

GetResponse works well for sales teams because you’ve got conversion funnels and the ability to host webinars is baked in. 

Klaviyo is probably the most comprehensive tool on this list, and it works incredibly well at automating the processes necessary to run a successful email ecommerce campaign.

I like all of these email autoresponders because they help you benefit from the unavoidable trial-and-error associated with email marketing. 

No campaign is ever going to be perfect, but the right tools will help you continually evolve your strategy to meet your customers where they are.



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Thursday, 7 July 2022

How to Do an Effective SWOT Analysis for Your Marketing Campaigns

How do you measure the effectiveness of your marketing campaigns? Do you track ROI? A/B test ads to improve performance? Maybe you use a fancy Google Data Studio dashboard to generate slick reports.

There’s still a good chance you are wasting money, and that’s because most businesses measure the impact of marketing after the fact. While knowing the cost per click of your search or social ads is essential, understanding the overall impact of your marketing campaigns can provide deeper insights into your business.

This is where SWOT analysis comes in handy. SWOT (strengths, weaknesses, opportunities, and threats) analysis for marketing campaigns allows you to see the big picture and face challenges head-on.

What Is a SWOT Analysis?

A SWOT analysis is a framework for analyzing and identifying key challenges affecting your business by considering your strengths, weaknesses, opportunities, and threats.

The goal of SWOT analysis is not just to track metrics or see which ads perform better but rather to get a high-level view of the impact of your marketing so you can improve it.

A graphic showing the four factors in a SWOT analysis.
The framework of what a SWOT analysis is.

What Are the Benefits of SWOT Analysis in Marketing?

If you’ve run a Google Ad campaign or boosted a Facebook post, you already understand how to track the impact of your campaigns. A SWOT analysis looks beyond the standard metrics like ROI, CPC, and CAC to uncover the most crucial factors impacting your marketing—whether that is customer satisfaction, competitors squeezing you out of the market, or failure to promote your assets effectively.

That data can be powerful, especially if it’s available when you need it the most. According to Airtable, 46 percent of marketers say lack of timely data holds their team back. A SWOT analysis can help.

A few other benefits of SWOT for marketing include:

  • a better understanding of which marketing channels to focus on
  • helps you address weaknesses in your ads or marketing assets
  • makes it easier to see threats to your campaigns before they impact your bottom line
  • enables you to leverage the assets and strengths you already have
  • improves long-term goal setting for your marketing

The average business spends around 12 percent of its overall budget on marketing—a SWOT analysis ensures your budget is put to good use.

What Are the Drawbacks of SWOT in Marketing?

As much as I like SWOT analysis in marketing, it has some limitations. For starters, if you aren’t honest about your true shortcomings, a SWOT analysis won’t provide useful insights. This type of analysis requires self-reflection and honesty to be useful.

It can also be difficult to analyze very complex factors that could be either a weakness or a strength. For example, running ads on TikTok might have the highest cost and drive higher quality leads, which could be both a strength and a potential weakness.

A few other limitations to keep in mind:

  • SWOT analyses can be time-intensive. Make sure you have the personnel and the time to invest before getting started.
  • You might generate too many ideas on how to improve your marketing and get overwhelmed.
  • It can generate a lot of data but doesn’t tell you how to use that data.

Understanding the limitations of a SWOT analysis can help marketers and business owners better prepare and improve their chances of success. Now that you know its limitations, how do you perform a SWOT analysis?

How to Perform a SWOT Analysis for Marketing Campaigns

The first step in performing a SWOT analysis for marketing is determining the scope. Do you want to look at your marketing as a whole or a specific part of your overall marketing strategy? For example, you might want to focus only on your content strategy, SEO, or a specific ad campaign. Defining the parameters of your analysis helps keep you focused.

Keep in mind, there’s no one right way to perform a SWOT analysis, and that’s because every business has a different marketing strategy and faces different threats.

This guide can help you get started, but feel free to skip questions that don’t make sense for your business and add questions that provide a more thorough view of your marketing campaigns.

1. Analyze Your Marketing Strengths

What do you do well? If you’re looking at a specific campaign, think about what elements of the campaign are really working. For example, does your landing page convert at a higher rate, or are ads with people more likely to earn clicks?

Start by asking these questions and documenting the answers. Adjust the questions as needed to focus on a campaign or your entire marketing strategy.

  1. What does your company (or your campaign) do better than others in your industry?
  2. What do your customers love most about your company/product/services?
  3. What positive attributes do customers associate with your brand?
  4. What is your unique selling proposition? Is it effective?
  5. What resources do you have that competitors don’t? This includes people, financial resources, and expertise.
  6. What campaigns are most successful? Consider not just conversions but also lifetime value and cost per acquisition.

Remember, your answers and the questions you ask might vary depending on whether you are analyzing a specific campaign or your marketing strategy as a whole.

How to Find Strength Data

Don’t answer the questions above off the top of your head. Instead, use data to inform your answers. Depending on your business, that might include the following steps:

  • Perform a customer satisfaction survey, like a net promoter score, to understand how customers view your business.
An image of a 1 to 10 rating system asking how likely you are to recommend a company to a friend.
An example a net promoter score, which is a useful tool when finding strength data.
  • Pull campaign data from separate tools into one dashboard, like Power BI or Google Data Studio to better understand the most effective campaigns.
  • Poll your employees to better understand your resources and how your team views your company.

2. Look for Your Marketing Weaknesses

This is often the most challenging part of a SWOT analysis. That’s because you have to be honest with yourself, and it can be hard to admit where campaigns have fallen short.

Start by asking questions. Again, feel free to adjust the wording to fit your campaign or overall strategy.

  1. What do your customers most dislike about your company or offering?
  2. What complaints are often mentioned in negative reviews?
  3. Why do customers churn?
  4. If you sell products, why don’t customers come back?
  5. What could your campaigns do more effectively?
  6. What are the biggest challenges in your current marketing funnel?
  7. Where in your funnel do you lose the most customers?
  8. Where do your competitors win? (This could be specific strategies or platforms they are doing well with.)
  9. What resources are you lacking?

Nearly 40 percent of marketers report having no documented marketing strategy at all, and that can hold you back. Looking at your weaknesses is the first step toward creating or improving your marketing strategy.

Where to Get Weakness Data

As you look for strengths (through customer and employee surveys, for example), also keep an eye out for weaknesses. Other places to locate weaknesses might include:

  • Customer reviews on sites like Google, Yelp, etc.
  • In support tickets. If you constantly get complaints about the same topic, that may need to be addressed.
  • In a competitive analysis.
  • Exit interview data, for customers or employees.
  • Analyze your exit pages in Google Analytics. Why are customers leaving those pages?
  • Assess time-on-page. Do customers spend less time on crucial pages in your marketing funnel?

3. Find Opportunities

This is my favorite part of SWOT—looking for areas to grow and build on your past successes. Where can you make changes and see the biggest impact? This step will help you figure it out. Begin by asking these questions:

  1. How can you improve your marketing funnel or UX?
  2. What kind of marketing messaging resonates with your customers? Can you leverage that on more platforms?
  3. Who are your most vocal brand advocates? How can you use them more effectively?
  4. Are your budget, tools, and human resources being utilized to their full potential?
  5. Which marketing channels exceeded expectations, and why?

Where to Find Opportunities Data

By now, you should’ve come across a few opportunities already. While reading customer reviews, looking at support tickets, and digging into GA data, you’ve likely already noted a few areas where you could improve.

Take a step back and try to look at the data with an open mind. What areas, platforms, or strategies are most likely to drive the best results? Make a list. You can also look at:

Sometimes the best way to see new opportunities is to introduce a fresh perspective. If you’d like help considering your options, reach out to my team. We’re happy to offer our thoughts and help you build an effective strategy.

4. Locate Threats

Over the years, I’ve noticed one thing the most successful brands have in common: the ability to see threats coming and adjust before they become a major issue.

For example, many websites were devastated when Google rolled out its Panda update, which targeted thin and spammy content. Those who saw it coming had already made changes and weren’t nearly as impacted. That should be your goal—to see threats on the horizon and take action.

Here are a few questions to consider:

  1. Economic trends: What economic trends can or might impact your industry? For example, rising costs, increases in gas prices, a move to remote work, and so forth.
  2. Marketing trends: How are marketing trends changing? For example, Google is getting rid of third-party cookies—how will that impact your marketing campaigns?
  3. Technology trends: What technological changes are coming? Automation is gaining popularity, but could that go wrong?
  4. Relationships: What relationships do you rely on, such as brand ambassadors, vendors, manufacturers, and contractors? How would your business recover if those relationships ended? Can you work to mitigate the impact now?
  5. Intuition: What is everyone else doing that just feels wrong to you for some reason? Try to get to the bottom of why it feels off to you and whether that may become a threat in the future.
  6. Audience: Think about your target audience—are they aging out of your market? Is the market shrinking or shifting?

Where to Find Threat Data

The reports and surveys you’ve already done may have highlighted threats. Look back over those results and look for threats you might not have noticed. Other places to look for threats include:

  • Technology blogs or publications.
  • Competitive analysis reports. What changes are your competitors making and why?
  • Newsletters and blogs of industry experts. What are they worried about?
  • Have a brainstorming session with your team. Write down all of the possible threats you can come up with, no matter how unlikely. You can review it later to determine whether action needs to be taken.

Frequently Asked Questions About SWOT for Marketing

How can a SWOT analysis help my marketing ROI?

It provides a high-level view of your marketing campaigns so you can better prepare for the shifting marketing landscape.

What does SWOT stand for?

Strengths, weaknesses, opportunities, and threats.

How often should I perform a SWOT for marketing?

Ideally, you should perform a SWOT analysis every 6 to 12 months or whenever you notice changes in your campaign ROI.

Can I use SWOT for marketing at my small business?

Yes, SWOT can be used to analyze the effectiveness of marketing for any sized business. It’s particularly helpful for small businesses to find ways to stand out from their competitors.

Conclusion: SWOT Helps Marketers Make Smarter Decisions

Once you’ve performed your SWOT analysis for marketing, it’s time to put that information to work.

How can you improve your current strengths? What steps can you take to reduce the impact of your weaknesses? What changes can you make to take advantage of the marketing opportunities you uncovered? Finally, how can you prepare for the threats you face?

Whether you use SWOT to analyze your overall marketing strategy or focus on specific campaigns like your content marketing, this approach provides the information you need to launch more effective marketing campaigns.

Have you performed a SWOT analysis before? What is holding you back?



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Wednesday, 6 July 2022

6 Product Marketing Strategies That Will Get You More Sales

According to the Harvard Business School, the greatest problem faced by companies when launching a new product is a total lack of preparation.

Because of this, up to 30,000 new products are launched every year—and at least 95 percent end in failure.

While products can fail for many reasons, a solid product marketing strategy can help to mitigate many risk factors and boost your success.

What Is Product Marketing?

Product marketing is the entire process of bringing a new product to market, from the research and development to the launch and beyond.

It’s used by companies of all sizes with the ultimate goal of understanding and filling customers’ product needs.

Whether you’re launching your first product or your fiftieth, a solid product marketing plan can be the thing you need to push your success over the edge.

Benefits of Product Marketing

The main benefit of product marketing is to increase sales. However, an effective product marketing strategy can have more benefits than “just” profit.

First and foremost, product marketing can help you to position your product in the market for successful targeting and less advert waste.

A proper strategy would answer questions like “what product gap needs to be filled?” and “how does my product stand out from the competition?”

With product marketing, you also gain a deeper understanding of your customer base.

  • Who is your audience?
  • What are they buying?
  • What is their main reason for making a purchase?

By creating such buyer personas, you can increase your value proposition by up to 82 percent.

Then, to top it all off, you’ll get to unlock new insights about your competitors. While this isn’t often a huge concern for smaller businesses, up to 90 percent of Fortune 500 companies practice “competitive intelligence”—which has to say something for its value. If you want to grow, get ahead of your competitors while you still can.

Examples of Product Marketing

Before we get into our own strategies, let’s look at two brands with successful product marketing campaigns.

1. Poo Pourri

Poo Pourri is a great example of a brand that executed product marketing for an otherwise embarrassing and taboo subject (a toilet spray that eliminates the unpleasant odors associated with the bathroom.) It does so with humor and relatability because, after all, everybody poops.

They positioned their product perfectly.

Their first-ever video advertisement not only ranked as the number five most-watched video on the platform in 2013, but it also gained the brand a cult following that has continued to grow over the years.

An example of product marketing from Poo-Pourri, showing a woman sitting down with the product in hand.
An example of effective product marketing from Poo-Pourri.

How can other brands, even those with less taboo products, learn from Poo Pourri’s success?

First and foremost, find your platform and go hard. Poo Pourri used video advertising in its early years to continue to grow its following. This included television and online advertising where the brand was able to push the envelope with humor.

The brand also used customer personas to its advantage. It’s true, everybody poops. However, not everyone feels the need for a toilet spray.

Instead, their advertisements targeted certain markets and situations to really drive their point home.

2. Tesla

When you think of Tesla, what comes to mind? Electric cars. Clean energy. Solar power.

Your mental alignment of Tesla with these keywords and others in the clean energy space is for one simple reason: they built their entire identity, including each product marketing strategy, around their brand statement.

Just a snippet of Tesla’s brand statement is as follows:

“Tesla builds not only all-electric vehicles but also infinitely scalable clean energy generation and storage products. Tesla believes the faster the world stops relying on fossil fuels and moves towards a zero-emission future, the better.”

An example of product marketing from Tesla, showing a red car driving on the road.
An example of effective product marketing from Tesla.

Tesla effectively cornered the electric vehicle market. It knew it had a target audience in the space, of course, but it never swayed from its brand statement when developing electric vehicles and other clean energy products.

What has that success looked like? Tesla currently boasts about 75 percent of the electric car market share with its Model 3 being the best-selling vehicle worldwide in 2021.

6 Product Marketing Strategies to Grow Your Business

If you’re excited to be a success story like the examples above, then consider these six product marketing strategies.

1. Pair With Robust Content Marketing

Did you ever think your product was too “boring” for content marketing to have an impact? Think again!

Blendtec, a seller of residential and commercial blenders, launched a series of videos aimed at making their boring product fun. The series was called “Will It Blend?,” and it’s just what it sounds like.

The company would test blend various inedible items in their blenders as a way to inject curiosity and humor into their product line.

An ad from Blendtec showing a man behind a blender on a table.
An example of robust content marketing from Blendtec.

The result? A 700 percent increase in sales over its first three years.

While your content marketing strategy doesn’t have to be quite so outlandish, it can be just as successful. There are plenty of content types to include in your strategy, including:

  • blog posts
  • videos
  • podcasts
  • infographics
  • white papers
  • downloadable guides

You just need to ensure your content marketing is compelling.

  1. First, understand what your customers need.
  2. Second, push on their pain points.
  3. Agitate that pain through storytelling.
  4. Offer to solve their problem.

As long as you touch those four points, your content marketing strategy will be off to a strong start.

2. Develop a Product Launch Plan

Product launches don’t always go as planned.

According to Gartner, 45 percent of product launches are delayed by at least one month. This can lead to a domino effect of poor results.

While this is a bitter pill to swallow, it’s also one that should give you sufficient motivation to invest time in a clear and detailed product marketing plan.

It needs to be effective, on time, and successful, and consider these three stages:

  1. Pre-launch.
  2. Launch.
  3. Post-launch.

Pre-launch is heavily focused on research and development. Consider what your industry is like, who your customers are, and what your product can offer that nothing else can.

This stage will also require heavy involvement with beta testing and finessing your messaging to the target audience.

  • What unexpected pain points come up during beta?
  • What is the feedback like?
  • What can you improve in your product or messaging?

Launch is all about getting the message out to the right audience. This means choosing the best channels to reach your target market and even hosting multiple online and in-person events to generate a buzz.

Finally, post-launch requires you to evaluate your targets versus actuals. Did you perform as well as you hoped? If not, why?

A poor initial launch isn’t a loss. It’s important not to lose momentum during post-launch and, eventually, shift your focus to retaining the customers you do have.

3. Retarget Your Existing Customers

Why?

Your existing customers will be your greatest source of revenue. With just a 5 percent increase in customer retention, you can increase company revenue by 25 percent to 95 percent.

While customer service plays a huge role in retention rates, there’s also the important step of retargeting your existing customers. That is, marketing directly to them to address their needs and invoke feelings of brand loyalty.

What does this look like?

A few ways to retarget existing customers include:

  • Create custom ad campaigns for previous and existing customers. These should focus heavily on brand loyalty and customer satisfaction. What is it that keeps customers coming back? Capitalize on it.
  • Build a retargeting email campaign for customers who haven’t purchased over various timeframes. Using segmentation, create different campaigns for customers who haven’t purchased over various periods of time (e.g., within the last 3 months, within the last 6 months, etc.)
  • Bid more aggressively on retargeting campaigns. Consider that customers who previously converted are more likely to convert than new customers. This means you can afford to have a higher Cost Per Conversion (CPC) for retargeting campaigns.

Ultimately, the goal of your retargeting strategy is to remind customers why they purchased from you in the first place. Place heavy emphasis on their initial experience and the value your product offers.

4. Address Customer Pain Points

Consider that 63 percent of B2C consumers and 76 percent of B2B customers expect businesses to anticipate and address their needs. This is the true value of understanding your customers’ pain points and addressing them with your products and services.

Pain is an important part of any marketing strategy, but one that can often be overlooked in e-commerce. Here’s why pain is so important:

  • Pain can help move a customer to action.
  • Pain can create a sense of relief in a customer.
  • Pain can tighten the conversion funnel.
  • Pain can improve conversion rates.

As mentioned in the content marketing section, the key to a successful product marketing strategy is to identify your customer’s pain, remind them of the pain, and then show them the solution to their pain.

These insights come from a robust market research strategy which includes keyword research, competitor reviews analysis, and customer surveys.

Take Qdoba, for example. They know that additional charges for popular add-ons, like guacamole or queso, are a pain point for their customer base. So, they don’t charge extra:

An ad from Qdoba showing a man eating food.
An example of addressing consumer pain points from Qdoba.

Pain points don’t stop with the purchase of your product, though. You should also have a plan in place for when your customers experience pain as part of the usual customer service journey. For example, an issue with the product.

This includes monitoring customer reviews, offering live chats with customer service agents, and reading through the results of customer surveys.

5. Reevaluate and Improve Product Positioning

Just because you’ve launched your product, it doesn’t mean you need to stick with previously chosen markets and marketing tactics. In fact, launch may have shown you a new possible market for your product or even a unique value proposition.

Pre-launch, you and your product team would have answered the following questions:

  • Why was this product made?
  • Who is this product made for?
  • What challenges does this product resolve?
  • What makes this product unique?

Post-launch, it’s time to consider whether the answers you and your team came up with held true. If not, what do the new answers look like and how do they differ from the original plan?

That difference can give you a whole new idea for repositioning your product in the ever-changing market.

When you reposition and how you do so is highly dependent on the product and costs involved. A few examples of repositioning a non-profiting product include repackaging, remarketing it to a different audience, or even adding new features.

Fortunately, you have the value of customer insights and their feedback—which wouldn’t have been available to you during the initial product launch. Use this to implement a full product positioning strategy.

6. Consider a Change to Your Pricing Structure

Another way to reposition your product is to consider a change to your pricing structure. This is helpful if you’re seeing less-than-profitable returns on your product.

A change to your pricing can be as simple as lowering (or increasing) your price or running exclusive promotions.

You can also follow the likes of Peloton and hundreds of other companies who successfully implemented the “good-better-best” approach to pricing.

In short, the good-better-best pricing strategy involves three tiers of the same product with increasing value. This enables you to make your product more accessible to new customers while also increasing spending for those customers who want more.

An ad from Peloton showcasing two different exercise bikes.
An example of pricing structure from Peloton.

To continue with the Peloton example, there are four options to choose from:

  1. The Peloton Bike (starting at $1,195).
  2. The Peloton Bike+ (starting at $1,995).
  3. The Peloton Tread (starting at $2,345).
  4. The Peloton Tread+ (starting at $4,295).

While the Peloton Bike and the Peloton Tread are unique products, they still offer one experience for the customer: a home workout device.

By offering your product at various price points, you open the product up to more customers. This can be a good step for companies hoping to break into more markets.

Product Marketing Frequently Asked Questions

What are the four types of products?

There are four product classifications, all of which can benefit from product marketing. They are convenience goods, shopping goods, specialty goods, and unsought goods.

What companies can benefit from product marketing?

If you think your business can’t benefit from product marketing, you’d be wrong. Companies of any size and configuration can benefit from a planned approach to product launch and sales.

What are the types of product marketing?

There are over 20 marketing activities that can fall under product marketing. These include advertising, branding, product management, product development, sales, and promotion.

What is the difference between marketing and product marketing?

Product marketing is a subset of marketing. Marketing is a broader term encompassing activities like marketing communications, operations, and project management.

Product Marketing Strategies: Conclusion

From product development to customer analysis to launch, a product marketing strategy can ensure you hit all the milestones in a set timeline.

In turn, you can launch your product on time and increase your odds of success.

As long as you have a solid product marketing plan in place (one that mitigates risks and anticipates customer needs), you’ll be off to a better start than most companies.

Which product marketing strategy do you think will be most effective for your up-and-coming product launch?



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