Relevancy comes from data

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Question: How do I make my messages relevant? Answer: You've heard it a zillion times: Make your communications more relevant. The more relevant and personalized the message, the higher the response rate. But how do you determine which information is necessary to make your communications more personalized and where do you start? Before you start collecting data on your customers and prospects, determine your objectives. How you plan on using the information—for example, for promotions, for invites to special events or for up-selling opportunities—will drive the type of information you gather. Think about what you need to know from your target audience that will give you insight into who they are and their specific needs. This information includes product interests, frequency of purchase, website visits, store visits, life events (marriage, pregnancy, moving, etc.), demographic and psychographic profiles, and geographic location. Now that you know what information you need, how do you capture it? Ask your customer. If don't already have a way to do so, a powerful technique is to set up a preference center on your website. A preference center gives you a mechanism to capture useful information such as name, age, gender, ZIP code, mobile telephone number and permission to use it for SMS messages, type of communications they want to receive, and which social media sites they're using. Driving customers to the preference center and encouraging them to share information there can be as simple as sending an e-mail (or posting something on your Facebook page) and offering special discounts, coupons or contest eligibility in exchange for preference information. In addition to the information explicitly collected via the preference center, use past-behavior data such as e-mail opens and clicks, past purchases, survey responses and Web activity to infer shopping habits and product interest. Gathering these data into a customer database enables you to create more relevant, personalized messaging:
  • ?ZIP codes help you to better promote local events.
  • ?Demographics can help improve the relevancy of lifestyle-related product offers.
  • ?Collecting mobile numbers and getting permission to use them for SMS allows to you send out last-minute clearance sale announcements.
  • ?“Share With Your Network” e-mail links to Twitter or Facebook can help you leverage these channels and determine influencers.
  • ?Web-click data can be tracked to determine product interests and allow you to immediately respond to abandoned sessions.
  • Michael Thompson is director-deliverability and ISP relations for ClickSquared (, a provider of relationship marketing programs. Originally published April 1, 2010 Question: How can I get the most out of my professional services vendor? Answer: Your Mom told you honesty is the best policy. It turns out that to get the most out of your professional services firm, this life lesson also applies. Help vendors see the big picture—and what's important to the purse strings holders at your company—and you will get the best out of their services. Let's say you're a marketer looking to introduce a new initiative, such as e-marketing. Ensure you get support from a big decision-maker at your company. Then, find a vendor that understands your industry, as you will need them to develop a business case your organization will accept, especially given the current economy. When you meet with vendors, make sure they understand the company's current concerns. If your initiatives don't address the concerns of the key decision-makers, you are in for a long, slow battle. Also, ensure vendors convey the ways they can help you address these current industry concerns—be they key client programs, cross-selling, increasing revenue from clients or improving pitch success. For example, if the company's goal is to improve relationships with current customers, don't let the vendor's proposal outline how they can help the firm win new clients. The focus should always be on the topics critical to decision-makers' goals and challenges. Finally, get the vendor to meet with the head honchos. They understand their own products and services better than most and will deal with questions immediately and accurately. This will save you time having to come back to senior-level executives with answers, as they probably meet infrequently and could quickly lose interest in your ideas. Anthony Green is president of Concep (, a b-to-b digital agency. Originally published Feb. 18, 2010
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