insider's technology guide to measuring and improving your roi

122
INSIDER’S TECHNOLOGY GUIDE TO MEASURING AND IMPROVING YOUR ROI Caleb Custer & Dan Leatherman 1 @calebcuster @danleatherman Monday, November 12, 12

Upload: dan-leatherman

Post on 09-May-2015

404 views

Category:

Technology


2 download

DESCRIPTION

Workshop and panel given at the National Arts Marketing Project Conference in Charlotte, NC on November 10, 2012 by Dan Leatherman & Caleb Custer.

TRANSCRIPT

Page 1: Insider's Technology Guide to Measuring and Improving Your ROI

INSIDER’S TECHNOLOGY GUIDE TO MEASURING AND

IMPROVING YOUR ROICaleb Custer & Dan Leatherman

1

@calebcuster @danleatherman

Monday, November 12, 12

Page 2: Insider's Technology Guide to Measuring and Improving Your ROI

HELLO.2

Monday, November 12, 12

Page 3: Insider's Technology Guide to Measuring and Improving Your ROI

I'm Dan.

3Monday, November 12, 12

Page 4: Insider's Technology Guide to Measuring and Improving Your ROI

4Monday, November 12, 12

Page 5: Insider's Technology Guide to Measuring and Improving Your ROI

I'm a Designer.5

Monday, November 12, 12

Page 6: Insider's Technology Guide to Measuring and Improving Your ROI

Measurement & R.O.I

6Monday, November 12, 12

Page 7: Insider's Technology Guide to Measuring and Improving Your ROI

Essential Methodology1. Who2. What3. When4. Where5. Why

7Monday, November 12, 12

Page 8: Insider's Technology Guide to Measuring and Improving Your ROI

• Designers

• Developers

• Project Managers

• Marketers

• Business Development

• Future Clients

• Current Clients

• Whole Teams

8Monday, November 12, 12

Page 9: Insider's Technology Guide to Measuring and Improving Your ROI

Essential Methodology1. Who2. What3. When4. Where5. Why

9Monday, November 12, 12

Page 10: Insider's Technology Guide to Measuring and Improving Your ROI

Intuition-Driven(AKA The Designer’s Choice)

10Monday, November 12, 12

Page 11: Insider's Technology Guide to Measuring and Improving Your ROI

Data-Driven(AKA The Engineer’s Choice)

11Monday, November 12, 12

Page 12: Insider's Technology Guide to Measuring and Improving Your ROI

Design Spectrum

Intuition Driven Data Driven

InstinctiveSubjectiveDaring

DeliberateObjective

Safe12

Monday, November 12, 12

Page 13: Insider's Technology Guide to Measuring and Improving Your ROI

“Radical innovation requires both evidence and intuition: evidence to become informed, and intuition to inspire us in imagining and creating new and better possibilities.”—Jane Fulton Suri, IDEO

Metrics-Driven(AKA The Every-man’s Choice)

13Monday, November 12, 12

Page 14: Insider's Technology Guide to Measuring and Improving Your ROI

Try

Scientific Method

Think

Learn

14Monday, November 12, 12

Page 15: Insider's Technology Guide to Measuring and Improving Your ROI

Essential Methodology1. Who2. What3. When4. Where5. Why

15Monday, November 12, 12

Page 16: Insider's Technology Guide to Measuring and Improving Your ROI

16Monday, November 12, 12

Page 17: Insider's Technology Guide to Measuring and Improving Your ROI

Analytics MeasurementUser Flows

Ideation Wireframes Visuals / Prototypes Launch! Iteration

Click TestsPreference Tests

A/B or Multivariate TestsUsability Testing

17Monday, November 12, 12

Page 18: Insider's Technology Guide to Measuring and Improving Your ROI

Essential Methodology1. Who2. What3. When4. Where5. Why

18Monday, November 12, 12

Page 19: Insider's Technology Guide to Measuring and Improving Your ROI

Where’s Waldo?

19Monday, November 12, 12

Page 20: Insider's Technology Guide to Measuring and Improving Your ROI

The Number Narrative

⌂ 🔎

🔒

💳

95%

20Monday, November 12, 12

Page 21: Insider's Technology Guide to Measuring and Improving Your ROI

Essential Methodology1. Who2. What3. When4. Where5. Why

21Monday, November 12, 12

Page 22: Insider's Technology Guide to Measuring and Improving Your ROI

Value

22Monday, November 12, 12

Page 23: Insider's Technology Guide to Measuring and Improving Your ROI

“The more users’ expectations prove right, the more they will

feel in control of the system and the more they will like it.”

– Jakob Nielson

23Monday, November 12, 12

Page 24: Insider's Technology Guide to Measuring and Improving Your ROI

UI Fundamentals & Best PracticesBasic Usability

Bad Good

24Monday, November 12, 12

Page 25: Insider's Technology Guide to Measuring and Improving Your ROI

UI Fundamentals & Best PracticesInformation Architecture / Hierarchy

GoodBad25

Monday, November 12, 12

Page 26: Insider's Technology Guide to Measuring and Improving Your ROI

UI Fundamentals & Best PracticesCall To Actions

GoodBad26

Monday, November 12, 12

Page 27: Insider's Technology Guide to Measuring and Improving Your ROI

Testing UIFree! $$

27Monday, November 12, 12

Page 28: Insider's Technology Guide to Measuring and Improving Your ROI

PREPAREYOUR DATA

28

Monday, November 12, 12

Page 29: Insider's Technology Guide to Measuring and Improving Your ROI

29

Monday, November 12, 12

Page 30: Insider's Technology Guide to Measuring and Improving Your ROI

GOOGLE URL BUILDER

29

Monday, November 12, 12

Page 31: Insider's Technology Guide to Measuring and Improving Your ROI

30

Monday, November 12, 12

Page 32: Insider's Technology Guide to Measuring and Improving Your ROI

TRACK OUTGOING LINKS

30

Monday, November 12, 12

Page 33: Insider's Technology Guide to Measuring and Improving Your ROI

31

Monday, November 12, 12

Page 34: Insider's Technology Guide to Measuring and Improving Your ROI

MARGIN OF ERRORnormal population: 10% for 96 data points, 5% for 384

31

Monday, November 12, 12

Page 35: Insider's Technology Guide to Measuring and Improving Your ROI

HEATMAPS

32

Monday, November 12, 12

Page 36: Insider's Technology Guide to Measuring and Improving Your ROI

33

Monday, November 12, 12

Page 37: Insider's Technology Guide to Measuring and Improving Your ROI

WHAT DOES HEAT MAPPING TELL US?

33

Monday, November 12, 12

Page 38: Insider's Technology Guide to Measuring and Improving Your ROI

WHAT DOES HEAT MAPPING TELL US?

• Window to decision making process

33

Monday, November 12, 12

Page 39: Insider's Technology Guide to Measuring and Improving Your ROI

WHAT DOES HEAT MAPPING TELL US?

• Window to decision making process

• Page scanning/order

33

Monday, November 12, 12

Page 40: Insider's Technology Guide to Measuring and Improving Your ROI

WHAT DOES HEAT MAPPING TELL US?

• Window to decision making process

• Page scanning/order

• Visualizing data is important to understanding it

33

Monday, November 12, 12

Page 41: Insider's Technology Guide to Measuring and Improving Your ROI

HOW SHOULD WESEGMENT USERS?

34

Monday, November 12, 12

Page 42: Insider's Technology Guide to Measuring and Improving Your ROI

HOW SHOULD WESEGMENT USERS?

• Screen size

34

Monday, November 12, 12

Page 43: Insider's Technology Guide to Measuring and Improving Your ROI

HOW SHOULD WESEGMENT USERS?

• Screen size

• Referrer

34

Monday, November 12, 12

Page 44: Insider's Technology Guide to Measuring and Improving Your ROI

HOW SHOULD WESEGMENT USERS?

• Screen size

• Referrer

• Keywords

34

Monday, November 12, 12

Page 45: Insider's Technology Guide to Measuring and Improving Your ROI

HOW SHOULD WESEGMENT USERS?

• Screen size

• Referrer

• Keywords

• New/returning visitor

34

Monday, November 12, 12

Page 46: Insider's Technology Guide to Measuring and Improving Your ROI

HOW SHOULD WESEGMENT USERS?

• Screen size

• Referrer

• Keywords

• New/returning visitor

• Campaign/source

34

Monday, November 12, 12

Page 47: Insider's Technology Guide to Measuring and Improving Your ROI

CLICK HEAT

35

Monday, November 12, 12

Page 48: Insider's Technology Guide to Measuring and Improving Your ROI

CLICK HEAT

35

Monday, November 12, 12

Page 49: Insider's Technology Guide to Measuring and Improving Your ROI

CRAZY EGG

36

Monday, November 12, 12

Page 50: Insider's Technology Guide to Measuring and Improving Your ROI

CRAZY EGG

36

Monday, November 12, 12

Page 51: Insider's Technology Guide to Measuring and Improving Your ROI

CRAZY EGG•Heat map

36

Monday, November 12, 12

Page 52: Insider's Technology Guide to Measuring and Improving Your ROI

CRAZY EGG•Heat map•Scroll map

36

Monday, November 12, 12

Page 53: Insider's Technology Guide to Measuring and Improving Your ROI

CRAZY EGG•Heat map•Scroll map•Confetti report & segmenting

36

Monday, November 12, 12

Page 54: Insider's Technology Guide to Measuring and Improving Your ROI

CRAZY EGG•Heat map•Scroll map•Confetti report & segmenting•Comparing snapshots

36

Monday, November 12, 12

Page 55: Insider's Technology Guide to Measuring and Improving Your ROI

HEATMAP

37

Monday, November 12, 12

Page 56: Insider's Technology Guide to Measuring and Improving Your ROI

HEATMAP

37

Monday, November 12, 12

Page 57: Insider's Technology Guide to Measuring and Improving Your ROI

SCROLLMAP

38

Monday, November 12, 12

Page 58: Insider's Technology Guide to Measuring and Improving Your ROI

SCROLLMAP

38

Monday, November 12, 12

Page 59: Insider's Technology Guide to Measuring and Improving Your ROI

CONFETTI REPORT

39

Monday, November 12, 12

Page 60: Insider's Technology Guide to Measuring and Improving Your ROI

CONFETTI REPORT

39

Monday, November 12, 12

Page 61: Insider's Technology Guide to Measuring and Improving Your ROI

CONFETTI REPORT

40

Monday, November 12, 12

Page 62: Insider's Technology Guide to Measuring and Improving Your ROI

CONFETTI REPORT

40

Monday, November 12, 12

Page 63: Insider's Technology Guide to Measuring and Improving Your ROI

CONFETTI REPORT

41

Monday, November 12, 12

Page 64: Insider's Technology Guide to Measuring and Improving Your ROI

CONFETTI REPORT

41

Monday, November 12, 12

Page 65: Insider's Technology Guide to Measuring and Improving Your ROI

LANDINGPAGES

42

Monday, November 12, 12

Page 66: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS OF LANDING PAGES

43

Monday, November 12, 12

Page 67: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS OF LANDING PAGES

• Load time

43

Monday, November 12, 12

Page 68: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS OF LANDING PAGES

• Load time

• Design

43

Monday, November 12, 12

Page 69: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS OF LANDING PAGES

• Load time

• Design

• Copy

43

Monday, November 12, 12

Page 70: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS OF LANDING PAGES

• Load time

• Design

• Copy

• Call to action

43

Monday, November 12, 12

Page 71: Insider's Technology Guide to Measuring and Improving Your ROI

TOOLS:OPTIMIZELY

• A/B Testing

• Multi-variate testing*downside: high traffic needed

44

Monday, November 12, 12

Page 72: Insider's Technology Guide to Measuring and Improving Your ROI

TOOLS:OPTIMIZELY

• A/B Testing

• Multi-variate testing*downside: high traffic needed

44

Monday, November 12, 12

Page 73: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTING

45

Monday, November 12, 12

Page 74: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTING

OR

45

Monday, November 12, 12

Page 75: Insider's Technology Guide to Measuring and Improving Your ROI

MULTIVARIATE TESTING

46

Monday, November 12, 12

Page 76: Insider's Technology Guide to Measuring and Improving Your ROI

MULTIVARIATE TESTING

46

Monday, November 12, 12

Page 77: Insider's Technology Guide to Measuring and Improving Your ROI

EMAIL

47

Monday, November 12, 12

Page 78: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS IN EMAIL:

48

Monday, November 12, 12

Page 79: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS IN EMAIL:• Content

• Subject line• From address• Copy • Offer

48

Monday, November 12, 12

Page 80: Insider's Technology Guide to Measuring and Improving Your ROI

ROI FACTORS IN EMAIL:• Content

• Subject line• From address• Copy • Offer

• Design• Specs• Layout/hierarchy• Call to action

48

Monday, November 12, 12

Page 81: Insider's Technology Guide to Measuring and Improving Your ROI

LITMUS

49

Monday, November 12, 12

Page 82: Insider's Technology Guide to Measuring and Improving Your ROI

LITMUS

49

Monday, November 12, 12

Page 83: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTING

50

Monday, November 12, 12

Page 84: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTING

50

Monday, November 12, 12

Page 85: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILEtake a look at your mobile stats

51

Monday, November 12, 12

Page 86: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILEtake a look at your mobile stats

51

Monday, November 12, 12

Page 87: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILEuse a mobile template

52

Monday, November 12, 12

Page 88: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILEuse a mobile template

52

Monday, November 12, 12

Page 89: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILEdesign principles for mobile email

53

Monday, November 12, 12

Page 90: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILEdesign principles for mobile email

53

Monday, November 12, 12

Page 91: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILE EMAIL DESIGN

54

Monday, November 12, 12

Page 92: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILE EMAIL DESIGN

• Single-column layouts that are no wider than 500 to 600 pixels

54

Monday, November 12, 12

Page 93: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILE EMAIL DESIGN

• Single-column layouts that are no wider than 500 to 600 pixels• Links and buttons should have a minimum target area of 44 × 44

pixels, as per Apple guidelines.

54

Monday, November 12, 12

Page 94: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILE EMAIL DESIGN

• Single-column layouts that are no wider than 500 to 600 pixels• Links and buttons should have a minimum target area of 44 × 44

pixels, as per Apple guidelines. • The minimum font size displayed on iPhones is 13 pixels.

54

Monday, November 12, 12

Page 95: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILE EMAIL DESIGN

• Single-column layouts that are no wider than 500 to 600 pixels• Links and buttons should have a minimum target area of 44 × 44

pixels, as per Apple guidelines. • The minimum font size displayed on iPhones is 13 pixels.• More than ever, keep your message concise,

54

Monday, November 12, 12

Page 96: Insider's Technology Guide to Measuring and Improving Your ROI

MOBILE EMAIL DESIGN

• Single-column layouts that are no wider than 500 to 600 pixels• Links and buttons should have a minimum target area of 44 × 44

pixels, as per Apple guidelines. • The minimum font size displayed on iPhones is 13 pixels.• More than ever, keep your message concise,• Hide extraneous details in your mobile layout.

54

Monday, November 12, 12

Page 97: Insider's Technology Guide to Measuring and Improving Your ROI

OPTIMIZINGFACEBOOK ADS

55

Monday, November 12, 12

Page 98: Insider's Technology Guide to Measuring and Improving Your ROI

FACTORS IN FACEBOOKAD ROI

56

Monday, November 12, 12

Page 99: Insider's Technology Guide to Measuring and Improving Your ROI

FACTORS IN FACEBOOKAD ROI

• Targeting

56

Monday, November 12, 12

Page 100: Insider's Technology Guide to Measuring and Improving Your ROI

FACTORS IN FACEBOOKAD ROI

• Targeting

• Image

56

Monday, November 12, 12

Page 101: Insider's Technology Guide to Measuring and Improving Your ROI

FACTORS IN FACEBOOKAD ROI

• Targeting

• Image

• Headline

56

Monday, November 12, 12

Page 102: Insider's Technology Guide to Measuring and Improving Your ROI

FACTORS IN FACEBOOKAD ROI

• Targeting

• Image

• Headline

• Copy

56

Monday, November 12, 12

Page 103: Insider's Technology Guide to Measuring and Improving Your ROI

FACTORS IN FACEBOOKAD ROI

• Targeting

• Image

• Headline

• Copy

• Landing page

56

Monday, November 12, 12

Page 104: Insider's Technology Guide to Measuring and Improving Your ROI

SEGMENTED TARGETINGnarrow, segmented targeting is a must

57

Monday, November 12, 12

Page 105: Insider's Technology Guide to Measuring and Improving Your ROI

SEGMENTED TARGETINGnarrow, segmented targeting is a must

57

Monday, November 12, 12

Page 106: Insider's Technology Guide to Measuring and Improving Your ROI

MULTI-VARIATE TESTINGavailable tools: Qwaya

58

Monday, November 12, 12

Page 107: Insider's Technology Guide to Measuring and Improving Your ROI

MULTI-VARIATE TESTINGavailable tools: Qwaya

58

Monday, November 12, 12

Page 108: Insider's Technology Guide to Measuring and Improving Your ROI

AD ROT?Rotate those ads!

59

Monday, November 12, 12

Page 109: Insider's Technology Guide to Measuring and Improving Your ROI

AD ROT?Rotate those ads!

59

Monday, November 12, 12

Page 110: Insider's Technology Guide to Measuring and Improving Your ROI

TAGGINGtagging links by campaign/content URLs is a must

60

Monday, November 12, 12

Page 111: Insider's Technology Guide to Measuring and Improving Your ROI

TAGGINGtagging links by campaign/content URLs is a must

60

Monday, November 12, 12

Page 112: Insider's Technology Guide to Measuring and Improving Your ROI

EXERCISES

61

Monday, November 12, 12

Page 113: Insider's Technology Guide to Measuring and Improving Your ROI

QUESTIONS

62

Monday, November 12, 12

Page 114: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTS

63

Monday, November 12, 12

Page 115: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTS

• Subject line:

• A: Save $10 on New York City Ballet

• B: Save 10% on New York City Ballet

63

Monday, November 12, 12

Page 116: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTS

• Subject line:

• A: Save $10 on New York City Ballet

• B: Save 10% on New York City Ballet

• Subject line

• A: Yo-Yo Ma $40 tickets available!

• B: Classical Masters Series: Yo-Yo Ma Save 30%63

Monday, November 12, 12

Page 117: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTS

64

Monday, November 12, 12

Page 118: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTS

• From address:

• From: [email protected]: Annual report

• From: Judi Huck [email protected]: It’s been a good year for us

64

Monday, November 12, 12

Page 119: Insider's Technology Guide to Measuring and Improving Your ROI

A/B TESTS

• From address:

• From: [email protected]: Annual report

• From: Judi Huck [email protected]: It’s been a good year for us

• Call to action:

• A: Great seats still available!

• B: Book now!64

Monday, November 12, 12

Page 120: Insider's Technology Guide to Measuring and Improving Your ROI

RESOURCES

• ZURB Apps

• Plunk (plunkapp.com)

• Clue (clueapp.com)

• Notable (notableapp.com)

• Verify (verifyapp.com)

• Invision (invisionapp.com)

• Google Analytics (google.com/analytics)

• Gauges (gaug.es)

• Chartbeat (chartbeat.com)

65

Monday, November 12, 12

Page 122: Insider's Technology Guide to Measuring and Improving Your ROI

IMAGE SOURCES (CC)Slide 2:

Bridge: http://www.flickr.com/photos/jenik/1032573169/

Slide 4:Things Organized Neatly: http://thingsorganizedneatly.tumblr.com/post/29420742974/submission-old-school-deconstruction-givewave

Slide 5:Chemistry Set: http://www.flickr.com/photos/unloveable/2395867186/

Slide 9:Whack-a-mole: http://www.flickr.com/photos/tpapi/2765541278/

Slide 10:The Megahangar: http://www.flickr.com/photos/stuckincustoms/5699183849/

Slide 12:

Teeter Totter: http://www.flickr.com/photos/joephotos/748426315/

Slide 13:Brain: http://www.flickr.com/photos/lizhenry/2051224366/Wright: http://www.flickr.com/photos/7726011@N07/3364409856/Supernova: http://www.flickr.com/photos/nasamarshall/6313004758/

Slide 15:Lion King: http://cdn0.hark.com/images/000/006/667/6667/original.0

Slide 18: Where’s Waldo: http://www.flickr.com/photos/jameson42/4353769995/

67

Monday, November 12, 12