ANA Email Marketing Solution Study
ANA Email Marketing Solution Study
MARKETING
Solution Study
Table of Contents
1 Executive Summary 03
Action Plan 21
Executive Summary
EMAIL MARKETING SOLUTION STUDY 4
Executive Summary
In the beginning it was email. Email Marketing is one of the pillars of
Demand Generation. It may be the first tool that many marketers use
This Solution Study covers:
to kick off their Demand Generation efforts, and one typically used as
a key component of any Digital Marketing effort.
What is Email Marketing?
Email Marketing is a highly versatile Demand Generation tool. It can be
used for lead generation; sales opportunity nurturing campaigns; major
events announcements, information, and registrations; and advertising,
social, and/or mobile marketing campaigns.
Benefits of Email Marketing
Our Email Marketing Solution Study will examine the landscape, vendors,
and solutions for the platforms and toolsets that provide the structure E-mail Marketing Deployment
email marketers need to create relevant, personalized Email Marketing Lifecycle
campaigns for each of their individual audiences.
Action Plan
THE EVOLUTION OF SHOPPER MARKETING EMAIL MARKETING SOLUTION STUDY 5
EMAIL MARKETING
Solution Study
Revenue Accountability Budgeting & Planning Web Content Management (WCM) Thought Leadership Blog Revenue by Channel
Senior Management Staffing & Channel Management Reviews & Coaching CRM Systems Webinar Presentations Customer Lifetime Value, NPS
Reporting to CEO/Board Recruitment & Retention Marketing Automation Platforms Conference Keynotes Return on Customer (ROC)
Brand Strategy Marketing Budget WCM Platforms Data Sheets, Whitepapers Market Share, Profitability
Strategic
Digital Marketing Strategy Agency Management Content Marketing Platforms Competitive Analysis Brand Equity
Communications
Social/Mobile Marketing Strategy Communications Management Social Media Platform Case Studies/Testimonials Content Usage
Demand/Lead Gen Strategy Advertising/Sponsorship Marketing Automation/Email Advertising/SEO Campaign ROI, Email Metrics
Demand Generation Inbound/Outbound Marketing Lead Generation Event Management Platforms Email Campaigns Marketing Qualified Leads
Sales Opportunity Management Tradeshows & Webinars Marketing Apps Platforms Webinars Contribution to Pipeline
Web Content Management Content Creation WCM, MA, & Marketing Apps Website & Blogs Content Views, Links Earned
Content Marketing Content Marketing Campaign Analysis Blogging & Video Marketing Whitepapers, eBooks Content Conversion
Content Distribution Content Scoring Content Marketing & Distribution Infographics, Podcasts, Videos Content Published
Virtual Events Online Event & Booth Design Event Marketing & Management Event Presentations & Webinars Webinar & Content Views
Event Marketing Webinars & Webcasting Audio/Video Web Conferencing Survey & Chat Platforms Virtual Environments Host & Sponsor Booth Visits
Conferences & Tradeshows Meeting Recording & Publishing Marketing Apps Platforms Promos & Marketing Collateral Avg. Time Spent in Environment
Search Engine Optimization Site Monitoring, Keyword Search WCM Platforms Keywords, Meta Content, & Tags Keyword Performance
SEO Management PPC & Paid Search Link Management SEO Platforms PPC Conversion Copy Links & Backlinks
Organic Search Page Optimization, Analytics Web Development Platforms Landing Pages Traffic & Conversion Metrics
Campaign Management Campaign Development CRM, MA, & Email Platforms Campaign & Advertising Content Campaign ROI, Email Metrics
Campaign Manager Online Advertising Monitoring & Measurement Online Advertising, Marketing Apps Email & Social Content Marketing Qualified Leads
Account-based Marketing, Sales Advertising Management Predictive Analytics Campaign Budgets Contribution to Pipeline
Database Marketing Product & Program Launch CRM & Marketing Automation Sales Sheets Avg. Revenue per User
Product Manager Marketing Apps Product Positioning Marketing Apps Platform Sales Presentations Avg. Order Value
Analytics & Metrics Product & Program Assessment Dashboard, Predictive Analytics Competitive Analysis Conversion & Renewal Rates
EMAIL MARKETING SOLUTION STUDY 8
Demand Metric’s Email Marketing Maturity Model (on the next page) can be
used in combination with the vendor landscape analysis and charts detailed
in the Email Marketing Solutions Landscape section of this report.
EMAIL MARKETING
Maturity Model
STAGE 4 - World-Class
STAGE 3 - Mature
STAGE 2 - Progressive
Email STAGE 1 - Undefined
Marketing Integrated, Enterprise-wide strategy for
Email Marketing exists; Campaigns are
Defined, integrated strategy and
Defined strategy and processes exist tracked by engagement & revenue
processes exist for Email Marketing
for Email Marketing in uncoordinated across the Enterprise
Orientation No defined strategy or process for
pockets in the organization
Email Marketing
Cross-Channel Coordinated Email Marketing for Connects Email Marketing to Advertising Email, social & content integrated with
No defined cross-channel support
Marketing Sales, Marketing, blogs, web traffic (promos, online events, registrations, etc.) MA & metrics that include CMS, deliv-
for Email Marketing; May have social
(Web, Social, sharing
and social channels with usage & via landing pages, auto responders, social erability, reputability, reporting with
Mobile) response tracking media, coupons & mobile delivery segmentation & mobile optimization
Enterprise–wide dashboard
Dashboard monitors key email usage
Analytics to monitor & track usage & monitors content & personalization;
Metrics No formal measurements in place
response (open & delivery rates, CTRs)
and conversion; Metrics track opens,
intelligence for competition, delivery
clicks, forwards, purchases, registers, etc.
optimization, etc.
EMAIL MARKETING
Solution Study
Email Marketing
Deployment Lifecycle
EMAIL MARKETING SOLUTION STUDY 12
5 Email Marketing
Deliver Messages
Through Cross
Channels
Deployment
Lifecycle 2
Develop Sign-up
& Contact Forms
4
Create Campaigns
& Messaging 3
Manage Workflows
& Auto-responders
THE EVOLUTION OF SHOPPER MARKETING EMAIL MARKETING SOLUTION STUDY 13
EMAIL MARKETING
Solution Study
Vendor solutions can and will vary within the various components, Standard
in one area and Cutting-Edge in another, so it’s important to make sure the
vendor’s strengths match your primary requirements.
Figure 2 (on the next page) highlights key functionality according to the
level of complexity of the solution on the four tiers we evaluated, from
Basic to Cutting-Edge. Use this chart to determine the functionality that is
right for your organization.
FIGURE 2
Email Marketing Vendor Selection Criteria by Functionality Tier
Full Contact Management System, Landing Pages, Lead Scoring & Web Activity Tracking, Social Lead
CUTTING-EDGE Generation, Advanced Engagement Analytics
CRM, MA & Third-party Analytics Integration, List Management, Social & Mobile Optimization, Content Creation
COMPREHENSIVE & Management Platform, Advanced Segmentation, Deliverability & Reputation Management, Automated
Testing, Email Reporting & Analytics
BASIC Contact Lists, Email Templates, Segmentation for A/B Split Testing, Auto-responders, Social Sharing
NICHE SOLUTION FEATURES Email List Cleaning, Email Validation, Email Intelligence & Analytics
THE EVOLUTION OF SHOPPER MARKETING EMAIL MARKETING SOLUTION STUDY 16
EMAIL MARKETING
Solution Study
Email Marketing
Solutions Landscape
EMAIL MARKETING SOLUTION STUDY 17
A recent Demand Metric Benchmark Study (Email Marketing: Creating relevant and compelling content
Benchmarks by Revenue Attainment, April 2014) indicates that this is As the study noted, “Success with email is not random, but a function
far from true. of investing in the technology and processes to generate the desired
results. The organizations that are having the greatest success with
email are continually looking for ways to improve its use.”
Playing Field
In this study, we focused on vendors offering platforms with a We ranked vendors in this study on the following criteria:
technology infrastructure that supports multiple applications
Email Marketing Platform Capability
rather than one-off applications.
Email Form Design & Creation Functionality
Vendors were categorized based on what we believe is their
primary application focus, although many provide feature Delivery and Distribution of Emails
sets that blend from one platform category to the other. Testing and Optimization Features
Vendors in the Email Marketing space fall into one of Segmentation, Personalization, & List Management
five levels based on the depth and breadth of their email Social and Mobile Integration & Support
platform and applications, including their ability to manage
Email Workflow and Lifecycle Management
email across multiple distribution points.
Enterprise and Marketing App Integrations
Depth of Analytics Supported
eCommerce Capability
List Cleaning and Validation Services
The progression of Email Marketing platforms is shown in Figure 3, on the Niche – Niche vendors do not have the full functionality of the standard or
next page, and are categorized as follows: comprehensive solutions. Instead, they offer one or more unique features
that make them stand out in the market, or they provide a specialized
Basic – At the Basic level, platforms offer tools for the design, creation,
solution to a smaller segment of the market. For Email Marketing that
and delivery of email campaigns. Features include drag and drop
includes the cleaning, validating, and appending of email lists.
design, HTML editors, auto-responders, email tracking, and some
social media marketing integration.
Standard – At the Standard level, platforms include contact lists, Evolution of the Landscape
templates, segmentation for A/B split testing, and auto-responders.
As the Email Marketing landscape evolves, Demand Metric expects to see
Advanced features include trigger workflows, form submission, and
the following trends improve the success of Email Marketing Platforms:
social network sharing bars.
Comprehensive – At the Comprehensive level, platforms include Deeper insights and analytics to enable marketers to view and
1
newsletter templates, drag and drop editors for building newsletters, respond to user engagement with relevant content.
HTML and web forms, content filtering for email delivery, and auto-
Tighter integration between Email Marketing and Enterprise
responders. Added features connect with social networks, payment 2
systems for a holistic customer view.
systems, and shopping carts. Metrics may include subscriber
management, subscriber segmenting, and email performance analytics.
More personalized email with rich media and relevant content
3
Cutting-Edge – At the Cutting-Edge level, platforms include full contact through the integration of user social profiles.
management systems (from contact list to order entry), list management,
Increasing integration of email with other marketing
and segmentation. They offer lead scoring for email marketing, landing 4
campaigns for cross-channel and cross-platform effectiveness.
pages, web activity tracking, and social lead generation. These
platforms also offer full campaign lifecycle management, eCommerce Increasing reliance on data management functions for email
systems, and Enterprise CRM and MA integrations. 5
testing, reporting, and analytics across multiple channels.
EMAIL MARKETING SOLUTION STUDY 20
EMAIL MARKETING
ACTION PLAN
Follow this simple, step-by-step methodology to develop an Email Marketing plan that increases sales,
builds customer insights, and grows brand awareness.
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 22
1 Evaluate
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 23
1 Evaluate
6 Identify
7 Select
VIEW RESOURCE
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 24
1 Evaluate
3 Develop
Develop a solid 12-18 month plan for your Email Marketing
program with our Demand Generation Strategy Scorecard.
4 Understand
5 Request
VIEW RESOURCE
6 Identify
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 25
1 Evaluate
5 Request
VIEW RESOURCE
6 Identify
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 26
1 Evaluate
5 Request
VIEW RESOURCE
6 Identify
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 27
1 Evaluate
6
send your use cases to vendor in advance of demo
Identify
define meeting length (max 1 hour) up front
don’t let vendor control the demo
7 Select
rate each vendor using a scorecard
have vendor demo their solution to your top use cases
8 Strategize
make list of key items that vendor doesn’t have clear answers for
set clear expectations around follow-up and timeframes
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 28
1 Evaluate
5 Request
VIEW RESOURCE
6 Identify
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 29
1 Evaluate
5 Request
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 30
1 Evaluate
3 Develop Develop an education and training plan for all affected personnel:
sales, marketing, operations, and channels.
4 Understand
S TA R T L E A R N I N G
5 Request
6 Identify
7 Select
8 Strategize
9 Train
10 Measure
ACTION PLAN EMAIL MARKETING SOLUTION STUDY 31
1 Evaluate
3 Develop Measure, track, and analyze the progress of your Email Marketing
initiatives and programs with our Demand Generation Metrics
Dashboard.
4 Understand
6 Identify
7 Select
8 Strategize
9 Train
10 Measure
EMAIL MARKETING SOLUTION STUDY 32
Solution Study Tool-kits are designed to provide marketers with the Sales Communication
tools & templates they need to plan for an initiative in a given focus Sales Intelligence
area, analyze the vendor landscape, and select the best vendor for
Social Media Marketing
their organization.
Video Marketing
About ANA
Founded in 1910, the ANA provides leadership that advances marketing excel-
lence and shapes the future of the industry. The ANA’s membership includes
more than 1,000 companies with 15,000 brands that collectively spend or
support more than $400 billion in marketing and advertising annually. The
membership is comprised of more than 750 client-side marketers and 300
associate members, which include leading agencies, law firms, suppliers,
consultants, and vendors.
Further enriching the ecosystem is the work of the nonprofit ANA Educa-
tional Foundation (AEF), which has the mission of enhancing the under-
standing of advertising and marketing within the academic and marketing
communities.
About Demand Metric
Demand Metric helps Marketing teams get stuff done with practical tools,
training, and a simple, modern platform for managing work.
Manage your work visually with our easy-to-use platform, built for small
marketing teams by design. See what your team is working on at a glance
so you can spend less time managing projects and more time knocking
stuff off your list.
Through strategic partnerships with the AMA, ANA, and AIPMM, our 1,000+
time-saving tools & resources have become the industry standard. Don’t
start from scratch! LEARN MORE
Sign up for a free trial at www.demandmetric.com
THE EVOLUTION OF SHOPPER MARKETING EMAIL MARKETING SOLUTION STUDY 35
www.demandmetric.com
Follow us on Twitter
Like us on Facebook