It’s a little over-simplified, but an email marketer’s job is to get the right message to the right person at the right time to achieve a specific goal. Doing that means understanding what motivates subscribers to open a message and engage with your offer – and that’s where the process gets tricky.

Like our colleagues at MarketingExperiments, we at MarketingSherpa believe that nothing provides the better insights into the “right” approach than a good test. A marketer’s personal bias, best guess, gut instinct or assumptions aren’t enough. In fact, they’re often wrong. You have to be willing to let your audience SHOW you what motivates them.

Today in Munich, MarketingSherpa is hosting its second Germany Email Marketing Summit, which features a Case Study that demonstrates the power of testing to determine customer motivation. VNR.de, a publisher of lifestyle and professional advice from experts in their fields, is sharing the results of a list-cleansing/subscriber reactivation campaign they recently conducted.

Winning back “inactive” subscribers

The campaign targeted “inactive” members of their list, which they defined as subscribers that had not opened or clicked an email in 120 days. They wanted to either reactivate those subscribers, or else determine that they were truly inactive and remove them from the list. So they set up a four-message reactivation campaign to encourage a response.

Each message took a different approach to the reactivation effort:

- The first was a survey about email preferences
- The second was a request for subscribers to update their personal information
- The third was a contest to win a book
- The fourth repeated the request to update personal information

What is more appealing than FREE?

Going into the campaign, the team believed the contest offer would have the best response. After all, people like getting free stuff, right?

Maybe not: The contest offer had the weakest open rate and clickthrough rates of the four messages. Its open rate was 60% lower than the best-performing email – the survey about email preferences. And the contest offer’s CTR was 82% lower than the best-performing email.

The good news is that the reactivation campaign was a success overall. They reactivated 9% of the inactive subscribers they targeted – and they won a MarketingSherpa Email Marketing Award for it.

They also learned important lessons about what motivates their subscribers. Their conclusion: “People seem to be most interested when we are interested in them.”

Final lesson: Assumptions are no match for results data. So get testing!

Sean Donahue is the editor of MarketingSherpa, a research firm publishing Case Studies, benchmark data, and how-to information read by hundreds of thousands of advertising, marketing, and PR professionals every week.

I’ll admit that I am a Twitter novice. Compared to social media gurus, some of whom have tremendous experience with the platform (up to two* years!), I am still very much in the learning-by-doing phase. Then again, aren’t we all?

As I try to be informative and give back to the Twittersphere, one of my email-related tweets was picked up by a Florida marketing agency that services several metros nationwide. With our Email Optimization clinic series underway, I was more than happy to provide an analysis of a broad-spectrum campaign that they had planned. Luann, their president, was as excited as I was about making a Twitter connection.

With Luann’s permission, I wanted to share my thoughts and recommendations with our readers. Here is an edited copy of the email response that I sent to her:

Hi Luann,

(click image to zoom)

Here are a few thoughts based on the email message creative I got from Noele, along with the requisite assumptions I’ve made. I hope they will be helpful.

There are two important caveats:

1. I don’t believe in best practices. Everything I recommend is normally tested until I find out what really works for the particular product and customer segment.
2. I want to be as helpful as possible, so I am not pulling any punches; the comments below are not a reflection on your company’s competence or reputation—just how they are communicated via this email message.

The fundamentals: Optimizing thought sequences

In optimization, our objective is not to create better design or copy. Our objective is to affect different thought sequences, and design and copy are our tools. A useful way to examine the thought sequences we need to address is through three simple questions that arise in the mind of the email recipient immediately, whether consciously or unconsciously:

1. Who is sending me this email?
2. What is it asking me to do?
3. Why should I do it?

Our job is to answer these questions as directly and quickly as possible using copy, graphical elements, and layout of the email.

Without specific information about your list, I am going to assume (based on email content) that it contains a large segment that has never done business with your company and perhaps has never heard of it.

Communicating Efficiently: Make it an easy read

The body of the email appears singularly focused on its graphic design and a clever visual way to represent what you do. I suspect that your target customers would prefer a plain-English explanation instead.

They would also likely appreciate it being summarized into a strong, benefits-focused headline, supported with several key reasons why they should use your company’s services, rather than your competitors’.

How it appeared in my Outlook preview pane. (click image to zoom)

I am making an assumption about your target customer segment(s), but from my experience—especially with B2B—black text on a white background works best most of the time. There’s rarely a better way to communicate with busy professionals.

Relying primarily on text, rather than images, will likely work better for you because in default Outlook setup with a preview pane, most people will see blank white boxes instead of your message—and promptly delete it. Alt text helps, but not as much as well-formatted HTML text. You need to make sure that your email degrades gracefully: it needs to read acceptably with images turned off and in plain text.

Communicating Value: Make it clear why you are the best choice

Again, there is no real headline here. The question “Is your business missing something?” is so generic that I can’t imagine it being compelling at all. You can have a successful question-format headline, but it needs to point to a specific problem that you know your customer has.

A great way further to support your value proposition is by telling the reader what your customers say about you. It’s more powerful than anything you say yourself.

There is another challenge with communicating value: you are offering a range of very different services. Sent to a large enough list, this will get you calls, but I would invest some time into 1) trying to segment your list and offer only the most relevant services to each segment, and 2) if you can’t segment or still end up with a large “general” segment, help your reader understand which service is right for them.

Communicating Action: Make it clear what to do next

You don’t want to leave this up to the recipients to figure out. That’s what we call “unsupervised thinking.” You need to do most of the work for them—or you won’t get the click.

There is no clear next step. Here’s what I can picture a recipient thinking: “It looks like you just want me to sign up for the newsletter. It’s the biggest CTA (call to action). But I don’t know who you are. I really don’t care about getting latest news postings on your website. If we already have a relationship, why am I getting this generic email?”

In the end, you are not giving the reader a specific reason to contact you. This goes back to building the problem, explaining why you are the best solution, and telling the reader what they’ll get by clicking where you want them to click.

If this is an email to an unsegmented list, I suggest two options to test:

1. Have only one CTA (you can repeat it at the top and at the bottom, but ultimately you should be asking them to do one thing). The job of this email will be to build enough confidence/interest in your company to get a click. Then you can provide options (if relevant) on the landing page.
2. Have several distinct offers, making very clear which one applies to which customer segment or specific problem it’s solving (even if you can’t segment the list, you should know what the key segments are). Then the job of this email is to help the reader quickly decide which offer is most relevant, and click on the corresponding CTA.

I hope these insights will be helpful, and I look forward to hearing about the results you were able to achieve with them.

Sincerely,

Boris Grinkot

To see more email optimization ideas, you can listen to the replay of our last live web clinic, where the MarketingExperiments team offered testing ideas for audience-submitted email marketing messages.

* I’m not counting 2007—come on!

Many marketers I talk to are quite interested in optimizing the content of their email messages. They test images, calls to action, subject lines, and the tone of the email. However, how many companies test the timing of email sends and how this affects readership?

Proper timing = greater relevance

To illustrate how timing might affect open and click-through rates, think about how you read email.  In the afternoon when the day is dragging on and you need a break, do you give each email message a little more time than when you first get into the office in the morning and are confronted with 20 hot items bursting from your inbox?

So would an email with a more complex conversion goal (such as signing up for a recurring subscription) do better with you in the afternoon while a simple conversion goal (like signing up for a free web clinic) might have a better chance in the morning when you’re plugging and chugging and not putting as much thought (and perhaps doubt) into your actions?

While you were sleeping

If you subscribe to our informative email, you know that we send it in the middle of the night. By testing, we learned that email messages sent before 9 a.m. EST dramatically lifted click-through rates for our list. Here are the key takeways from our testing:

• Late-nighters in the management level and ‘indiepreneur’ crowds on the West Coast are opening work email up until the midnight hour. East Coast execs are responsive in the ‘early bird’ hours.
• Subscribers based in Asia and Europe respond to email messages that don’t get buried in their inbox during non-work hours.
• Time zone segmentation is worth a test for any marketer with a substantial international list – especially B-to-Bers.

What works for your audience?

Keep in mind, that for every demographic and persona that is part of your readership, their habits and optimal send time might be different. Test sending out at different times to see what affect that has on not only readership, but conversion – because even in these “tight time zones,” people might just glance at the email, (giving you the open metrics) but save the action for later. However, we all know sometimes “later” never comes.

Speaking of testing, it is not just good enough to just try different send times for entire lists. Aggregate testing like this can get you subpar results and hide the real conversions nuggets. Narrowing the scope to particular segments in your list (which you should always be doing…) will help you see how certain segments respond to timing and allow you to make stronger conclusions.

Sometimes the conversion gems that are waiting to be discovered are not only in the message itself, but how and (in this case) when it is being delivered. It is like when you asked your Mom to borrow the car – you knew not to bother her when she was busy if you wanted a good response.

Good luck in testing.

For a deeper discussion about timing and relevance, you can join our Senior Manager of Research Partnerships, Andy Mott, as he explores Increasing Conversion with Right Time, Right Message Strategies on Thursday, March 11 at 2 p.m. This free BtoB Magazine webcast is sponsored by Eloqua.

Editor’s Note: The MarketingExperiments community is an interactive group with a great deal of questions and answers between marketers and their peers as well as with the MarketingExperiments staff. Occasionally we publish these interactions on the blog when we think there is a particularly good question that our readers can benefit from…

QUESTION:

I recently watched The Five Best Ways to Optimise Email Response seminar by Dr Flint McGlaughlin. I found it extremely enlightening and it provided a lot of food for thought. However, I have a quick question with regards to slide no. 22.

I appreciate your time and I’m sure you receive plenty of mailings of this nature; therefore I will get straight to the point.

In this slide, the recommendation is to change the subject line of the mailing from “Thank You For Making Us Your Florist Of Choice” to “15% Off – Our Way Of Saying Thank You!”

I understand why the wording would be changed to make it more endearing to the receiver but I wondered if the symbols added would increase the risk of the mailing being filtered and more inclined to be highlighted as spam – therefore reducing the success of the mailing.

In my experience I steer clear of any symbols in the subject line when sending large mail shots, especially %, ! and £. Am I being too cautious?

Kind regards,

Chris, BA(hons) Business & Marketing
Marketing
London

ANSWER:

Hi, Chris. Thanks for your question.

If I might broaden the question slightly to interpret its essence as a transferrable principle, could I restate it as…

How much validity is there to the conventional wisdom that, in the Subject Line of an offer email message, numbers, certain symbols (especially £/€/$, %, and !) and “SPAM words” such as “Free” and “discount” will cause a dramatic reduction in deliverability, and consequently effectiveness?

… if so, then it’s surely an important one.

In the case of the particular company and study referred to on Slide 22 – that was precisely one of the questions we set out to answer.

What you couldn’t see in the context of Dr. McGlaughlin’s presentation at the MarketingSherpa Email Summit in Miami is that this particular two-treatment comparative vignette was just a tiny part of a much larger and broader study. We intended to test the specific, widely accepted presumption you mentioned.

We were also exploring a host of other best practices to see how valid they remained through the evolution of regulations as well technical filter changes by email service providers (ESPs) since the time they were first introduced and anecdotally adopted (around 2003-2005).

This was important because we know from our foundational Offer/Response-Optimization principles of “clarity trumps persuasion” and “specificity converts,” that the clearer and more specific subject line – i.e., the one with the “15% Off…” copy – should convert better.

What we found was that there was, in fact, a small but significant difference in deliverability – interestingly, it was more pronounced among the smaller ESPs. In addition, as we had predicted based on the “eme” heuristic, the Open Rate actually declined (…by more than 25%).

In the end, though, the central research question was “Which email subject line will result in the greatest projected net revenue?” As revealed in Dr. McGlaughlin’s presentation, despite the slight dip in Delivery Rate, and the (what would otherwise have been alarming) drop in Open Rate, the Click-through Rate (CTR) to the landing page was 60.3% higher.

What he may not have mentioned is that, in direct answer to the research question, the Treatment subject line yielded a 56% increase in projected net revenue vs. the Control.

So, while it appears there is still at least some validity to the commonly held belief that special characters in the email Subject Line reduces deliverability, our research (this experiment plus two others conducted with different products and industries) suggests that when they serve to do so, these negative factors are dwarfed by the power of clarity.

I hope that’s helpful, Chris.

All the best,

Bob Kemper
Director of Sciences
MECLABS Group, LLC

Dr. McGlaughlin will next be teaching and speaking about email marketing at MarketingSherpa Email Marketing Germany 2010 in Munich on March 8^th and 9^th.

Dr. McGlaughlin’s four-hour workshop and keynote presentation will cover email capture rate and quality, open rates, conversion, and building customer trust and loyalty with email. He will also be conducting live optimization of audience submissions – a lively and always-popular segment.

To wrap up our email response optimization trilogy, today’s free web clinic will focus on live optimization of audience-submitted emails.

Our roundtable of research analysts will use your peers’ email messages to share transferable principles that you can use to improve the ROI of your email sends. To give you a firm understanding about what the MarketingExperiments methodologies are based on, we’ll begin the clinic with the below experiment.

As always on web clinic day, we’re giving you an opportunity to use your experience and intuition to see if you can guess which treatment won…

Background: An established financial institution offering online savings accounts

Test Design: This was an A/B/C/D multi-factorial test that pitted three treatments against the control. While we also split traffic between different landing pages to test which combination produced the highest conversion rate, today we’ll focus on which email increased click-through rate. Here are the email versions (out of courtesy to the Research Partner, we have anonymized these email messages):

(click to zoom in)

Control

Treatment 1

Treatment 2

Treatment 3

Results: Before we reveal the results, here’s a chance to test your own marketing intuition and be regarded as an online marketing leader! Use the comments section to let us know which email message you think delivered the highest click-through rate.

Which email generated the highest click-through?

* Control
* Treatment 1
* Treatment 2
* Treatment 3

We’ll post the name of the marketer who guessed the winning email and came closest to the click-through rate gain, so make sure to include your name, title, company, Twitter handle or any other info you would like to include.

The winner and results for this experiment will also be announced live this afternoon at 4 p.m. EST during our free web clinic – The Five Best Ways to Optimize Email Response (Part 3): Special live optimization web clinic.

Congratulations to Stefanie Kelly of Pathway Medical Staffing, the only marketer with the intuition to guess what our tests have confirmed – Treatment 1 delivered the highest click-through rate.

This copy-rich email outperformed the control by 42% by synchronizing to the decision patterns of the recipient through a commonality of language. This email carries a very personal feel and is crafted to capture the recipients’ attention and convince them to click through to the landing page.

Do you shout, brag, or sell in the typical conversations you have in an average day?

If you’re not a professional wrestler, you will likely answer “no” to the above question. Yet, as Dr. Flint McGlaughlin showed in our live web clinic on February 3, many marketing email messages fall into the above traps because they don’t think of email marketing as just a conversation…

And like any good conversation, a few elements are key – clarity, proper timing, a common language, and a focus on how the person you’re talking to hears what you’re saying. Combine these elements with a methodology that allows you to optimize each part in a real-world, feedback-intensive setting, and you’ve mastered the basics of email marketing.

And do it all in a radically honest way – talk to your customers like a person, not like the typical marketer. In the end, being direct is the best way to earn the trust of a skeptical customer.

Dr. McGlaughlin ended this web clinic with live optimization of audience-submitted email messages. This last segment was so popular that we’ve decided to add a part three to our series on email response optimization that focuses exclusively on live optimization.

Dr. McGlaughlin will next be teaching live during a free webinar with our sister company InTouch – Online Lead Generation: How to optimize forms to convert “window shoppers” into leads – on Wednesday, February 17, 2010 at 2pm EST.

If you have been following the blog over the past few weeks, you already know that Dr. Flint McGlaughlin recently taught live on “The 5 Best Ways to Optimize Email Response” at the 2010 MarketingSherpa Email Summit in Miami.

“The discomfort was worth it by all accounts!”

The session was very lively and included on-the-spot optimization of audience-submitted emails. Some even suggested cutting lunch to continue with more live optimization. You can watch a replay of the complete presentation below and here are a couple reviews from live attendees:

“Even if this was the third time I attended one of his lectures, I still learn from each new session. Flint is a tremendous speaker and his mathematical approach on all email marketing aspects based on serious testing is amazing.” – Kenny Van Beeck, EmailGarage

“After a reported late influx of attendees, people took to sitting on the floor to listen to the first session, delivered by Dr Flint McGlaughlin. The discomfort was worth it by all accounts!” – Mick Griffin, Get Response

(Replay) Optimizing Email Response – Part 1

Today we are hosting the “Part 2” of this presentation to focus on how to actually craft effective email messages. We will also be taking some additional time to work with and optimize your email campaigns live on today’s web clinic.

Today, we expect Dr. McGlaughlin to be as lively as he was in Miami. We hope you can make it to today’s presentation at 4PM EST.

Now, get some email optimization love of your own

Admittedly, we have already chosen most of the live audience submissions we will cover during today’s call. However, we did save one spot for our blog readers. So, if you have an email you would like us to look at today post a URL hosting the email in a comment or send it to us via email. We will choose one lucky blog reader from the submissions today. Good luck and see you this afternoon.

Email design always proves to be a hot topic with marketers. And when you have top agencies competing against each other, the fire just gets hotter as we learned during last week’s live web clinic – Maximize your Agency ROI: How adding science to the creative process reveals a 26% gain.

We received a plethora of questions, most which we could did not have time to address during the hour-long clinic. So, as with every Web Clinic Extra, we have picked a handful of the most common questions to address here on our blog. This week we pulled in Andy Mott, the Senior Manager of Research Partnerships, to answer these questions…

Email marketing is a topic that comes up often in the MarketingExperiments community. In fact, Dr. Flint McGlaughlin is delivering a keynote today at Em@il Summit ’10 in Miami as well as teaching a pre-summit Live Email Optimization Workshop. If you couldn’t make it out there this year to get valuable insights from your peers and industry leaders, come back to the blog on Friday for some key takeaways from this year’s summit.

You can view a replay of the clinic or read the latest issue of MarketingExperiments Journal. Our next live web clinic, The Five Best Ways to Optimize Email Response (Part 2): How to craft effective email messages that drive your customers to action, will be taught on February 3rd from 4 to 5 p.m. EST.

How much will companies spend on email marketing this year? According to Forrester, that number is well over one billion dollars. And still email designs are being sent out without any clue as to how well they perform. It is not uncommon to see the “most beautiful” email messages that follow all the “best-practice” guidelines and have a committee of “design experts” backing them underperform – as if spending more than a billion dollars wasn’t enough!

So we want to see if you can tell the difference. We ran an experiment with three top-of-the-line agency-designed email messages. We want to know if you can spot the email design that performed best. (A prize for all the winners this time)

Background: This email test ran for Pier 1 Imports, which I will assume most of you know is a large B2C company selling home products. This email in particular was a seasonal promotion going to a segment of their house list. There are three agency-designed email messages (Treatments 1-3) being tested against Pier 1’s baseline version (Control).

Test Design: This was a simple A/B/C/D multi-factorial test. While we also measured open rate and conversion rate, the objective was to increase the clickthrough rate. Here are the page versions (click to zoom in):

Control                                              Treatment 1

Treatment 2                                      Treatment 3

Results: So now that you understand the experiment background and have seen the treatments, can you spot which email performed the best? Before we reveal the results, here’s a chance to test your own marketing intuition and be regarded as a world-renowned marketing leader!

1. Which email generated the highest clickthrough?

• Control
• Treatment 1
• Treatment 2
• Treatment 3

UPDATE: Surprise! The Control was the winner. Each of the agency-designed treatments underperformed the original (one of which decreased clickthrough by 52%). Congratulations to Ben, the only correct response we received before we announced the results on yesterday’s web clinic. You can follow Ben on twitter at @findingforrest. Also, subscribe to the MarketingExperiments Journal to be notified when the web clinic replay and research brief are available so you can see the correct answer, the results of the control and treatments, and how these experiments can help you shape your own marketing campaigns.

During the Optimize your Email in Three Steps web clinic, I covered several measurement strategies to help you measure and prove the real value of your email campaigns. I was inundated with questions. Marketers are constantly in search of new “tricks” to find the perfect numbers that help them understand and tell the real story of their Internet marketing efforts.

While I was able to answer a few of these questions on Web Clinic Extra, I wanted to dive a little deeper today with some links and walkthroughs showing how to implement some of the metric items discussed. And please note, while these examples use Google Analytics, Omniture and many other companies have excellent tools with similar capabilities.

Tagging links within emails so you can measure email clicks within your Google Analytics

Requirements:

• Links tagged in email with Google Analytics tracking variables
• Destination Pages from the email with Google Analytics tracking code installed

Walkthrough:
First, with your emails, identify what links you want to track. For some people, just tracking CTA is enough, for others looking at additional navigational links (for example a supplied news article link or a support link) is also valuable data as well. Once you have compiled a list of links that you want to track, visit Google’s URL Builder Tool and start building your links. Please note that campaign source, medium, and name are minimum input requirements for this sort of tracking to work. You also have some remaining variables (name and content) you can use to insert segmentation data. In the example below, you will note that we inputted some demographic and business data:

Once you have built your links, insert them in the appropriate places in your email and hit the red button.

Please note, that using this tool is not necessary to build these links. Once you learn what variables are used, you can build a script that will automate this for you. You can then use internal databases of customer information to create dynamic and automated email tracking.

Also, once these emails go out, you can then create segments on these parameters and get targeted and segmented metrics for your email efforts:

As a final note, make sure you install Google Analytics on the page your audience will visit. This will be required to measure the clicks. Google Analytics tracking code is not required to be in the email, just the landing or website page they are landing on. The tracking script will read the URL variables that you put in your links in the email and recognize the data.

You can also apply these metrics to ecommerce and other reporting data within Google Analytics, giving you a further layer that attributes efforts to the bottom line.

How to incorporate form fields in goal reporting

Requirements:

• Adding the “onClick” markup JavaScript function in the form field you want to track
• Page must have Google Analytics tracking code installed

Walkthrough:
When I reviewed an example goal setup in the Optimize your Email in Three Steps web clinic, one of the steps I mentioned was a form field click as a goal step. In reviewing the clinic comments, I was stunned by the number of people that wanted to know how to do this and for me to explain further, so here we go.

First, as part of looking at email performance, many of us are sending users to pages that have form captures. For me, a great user experience or path to look at is users that click from the email, land on the target page, actually click into the form, and then submit/convert. So let’s look at a typical form code example, and how Google Analytics (GA) ties in:

Standard form input code example:

We can insert an onClick function to the form to capture when a user clicks into the field and complete the information. With this function we will be making a call to the GA tracking function: _trackPageview. What this function will do in our case is when a user clicks into the form field a page will be created in Google Analytics that we specify/create. For example purposes, with the page tracker function we will create the page /dec-email/form-field-email1.html.

After users have interacted with the form field, the /dec-email/form-field-email1.html will start to appear. Just to clarify, this page does not exist, but we have told GA to record clicks and interactions to the tagged form field to this mythological page we have made up. Also, if you are doing email testing, you could create a script that recognizes which email people are coming (e.g. URL variable) from and change this page dynamically as well. So instead of posting clicks to /dec-email/form-field-email1.html page, we use email2.html. Here is an example of Google Analytics markup on the form field:

Also, users tend to be quite “click happy” on forms, so make sure you look at unique visit data on these “pages,” rather than pageviews. Pageviews tend to be inflated because of this user behavior.

Lastly, once these “pages” are created in Google Analytics, you can insert them in goal funnels, just like other real pages. Your metrics will not skip a beat. Here is an example goal funnel that you could create in Google Analytics with the items we have covered:

**Make sure, if applicable, that you select the required step in your goal setup.

Leave a comment below and let me know the next measurement tricks you would like me to pull back the curtains on in future installments of the Magical Metrics Tour. Also, let me know if you find posts about custom or deeper metrics helpful.

For a more in-depth look at making email and social media deliver for your bottom line, check out Email Summit ‘10 in Miami from January 20-22. PLUS, Dr. Flint McGlaughlin will teach a Pre-Summit Live Email Optimization Workshop to help you maximize your email capture rate and quality. Register by January 8 to receive an early bird discount of $200.