Best Practices Exist for a Reason, Part 1: Email

I’m continually stunned when a client, art director, copywriter or any other strategist in the marketing industry insists on using a design or copy technique that directly contradicts proven best practices.

I’m continually stunned when a client, art director, copywriter or any other strategist in the marketing industry insists on using a design or copy technique that directly contradicts proven best practices.

Over the years, I’ve absorbed studies about the ventricles of the brain and how it performs distinctly different cognitive processes. I’ve read color studies, the anatomy of eye movement, how words and numbers trigger comprehension and reaction, fonts and their role in evoking an emotional reaction, persuasion psychology and unconscious motivation—the list goes on and on—all in an effort to apply these learnings in order to help our clients get the maximum response to their marketing efforts.

While I have a laundry list of “must-do’s” for every medium, I thought I’d share a few digital best practices as Part 1 in a series, and I’d love to hear why you’re NOT following these proven techniques:

  • Test Your Subject Lines: According to a 2014 poll by Howling Mad’s Parry Malm, marketers ranked subject lines among the top variable that affected email response rates however 25% ever conducted any testing. Parry (one of the leading experts on email subject lines) has learned that ‘Sale’ delivers 23.2% opens while ‘Save’ only gets 3.4%. He also found that if the subject line is personalized but the email content isn’t, you gain opens but don’t drive clicks. I put that insight in my ‘Duh!’ file.
  • Buttons Will Get More Clicks Than Text Links: Many have tested this theory (myself included) and the answer seems to always conclude that buttons will outperform text links. AWeber conducted a series of button/text links, and their findings are fascinating as they determined that, over time, text links outperformed the buttons—but they also concluded that what works today, may not work tomorrow. Again, test and keep testing.
  • Text Links Should Be in Color: While this might seem like a ‘Duh!’ I’m always surprised when I accidently hover my finger or mouse over a block of text and discover “there’s a hyperlink in them there hills!” If you want me to take an action (like clicking on something) then lead my horse to the water.
  • A Button Needs to Look Like a Button: Neil Patel, the co-founder of Crazy Egg and KISSmetrics, owns the button testing world hands down and he concludes that the digital button that gets the most clicks is shaped like a button (rounded corners, slight drop shadow) and is colored (or at least in contrast to the rest of the page of copy in order to stand out—duh). Try NOT to match the color of your button to other call-out boxes on the page as the distraction prevents the action.
  • Button Copy Should Be in First Person: Try this test yourself. If your action button is written in third person (“Start now” or “Try Product X Free”) try testing it against copy in the 1st person (“Help Me Work Faster” or “End My Headaches”). It’s highly likely you’ll see a lift of at least 25% in clicks, at least according to Ashtyn Douglas and Joanna Wiebe who conducted similar tests.
  • Fonts Matter: While many designers will argue this topic endlessly, the current consensus is that sans serif fonts are superior for body text and serif fonts are best for headlines. Of course if you have a newer display, it doesn’t make much difference. But not everyone has the newest technology and some work on displays that are 10+ years old, so if you target a senior audience (yes, that includes senior managers in small companies who cannot afford to regularly upgrade their hardware), you may want to design for maximum legibility. Make sure your font is a system font (most likely to be supported by the majority of email clients and web browsers) like Arial, Helvetica, Verdana, Geneva or Trebuchet MS, and large enough for people to read without any effort—at least 10 if not 12 pt. Even though Google is now providing supposedly supported modern web fonts, it’s a little too early to tell whether every email client and web browser will be able to properly display them.

In summary, if all of these marketers have already done all the testing for you, why wouldn’t you at least consider these insights and apply them to your own email marketing efforts? Tell me. I’m all ears.

When Viral Marketing Goes Too Far

A couple of years ago, our local newspaper, The Philadelphia Inquirer, ran a disturbing story about how a mortgage loan company in Phoenix had sent spam advertising messages which appeared on the screens of thousands of wireless phone customers. Not only were the messages not requested, but these customers had to pay to retrieve them.

A couple of years ago, our local newspaper, The Philadelphia Inquirer, ran a disturbing story about how a mortgage loan company in Phoenix had sent spam advertising messages which appeared on the screens of thousands of wireless phone customers. Not only were the messages not requested, but these customers had to pay to retrieve them.

In the United States, phone numbers are allocated to wireless companies in blocks of 9,999, all beginning with the same three-digit prefix following the area code. The text messaging address for each mobile phone is derived from the phone number assigned to each customer’s handset and the wireless company’s name. This means that an advertiser can simply choose any three digit prefix in an area code and send a message to 10,000 people by changing the last four digits after the prefix

One industry analyst noted that this is just the tip of the iceberg. This type of spam is cheap and easy for advertisers to use. Wireless text messaging is widely used in the U.S.; and, while some carriers are taking precautions to protect their customers from text message advertising, so far neither the direct marketing industry nor the federal government has been able to control this form of spam. As the president of the mortgage company noted, the advertising had brought in new clients and “There still isn’t any rule against emailing.” Online, the concept of “permission marketing” is similarly tossed aside each day with the receipt of unsolicited promotional emails.

We call this indiscriminate solicitation of prospective customers one variation of the “Casanova Complex” customer acquisition model, reflective of the 18th century Italian adventurer, perhaps best known for his many female “conquests.” In the haste to bring in customers, companies can often forget to court the right customers, those who represent the best long-term revenue potential, or who won’t overtax the company’s customer service and support structure.

If offline instances of the Casanova Complex are a disease, then it is an epidemic among Internet companies. Many online retail sites have engaged in sweepstakes and other customer generation programs. Their objectives, they say, are to create “viral” promotions which create excitement for their sites and build their databases of available names both inexpensively and quickly. In one instance, a portal site which runs more than 1,000 websites featuring links to other sites signed up 50,000 registrants in a “Win Up to $4,000” game. Another sweepstakes program secured 126,000 registrants. An online travel products retailer, offering 1 million air miles to the winner, generated more than 60,000 names in 90 days, almost all of whom were new to the site.

The big issue for any of these sites is—do these promotions and schemes draw attractive customers who can then be cultivated over time through the various marketing tools available today? And, once these customers are on board, are companies doing enough of the right things to keep them? Or is this just another extrapolation of the Casanova Complex? As one site marketing executive said: “This is a great, low-cost way for us to acquire new names. The jury’s still out on how many of those new people will come back.” Companies involved in developing or using promotional tools like sweepstakes, unsolicited email, or wireless spam seem inclined, though, at least for the moment, to believe that these possibilities generally don’t apply to them.

For traditional offline companies, the Internet may be “commoditizing” their industry or undermining customer relationships. Many brick and mortar CEOs say a key corporate goal is to transition more of their offline customers to online, self-transactional usage. Why? Because an online transaction costs dramatically less than a brick-and-mortar transaction, there is less risk for service error, and the company can more effectively capture and leverage information from an online transaction, to cite a few advantages. Certainly, the transactional advantages of e-commerce are very appealing. But what about the effects on loyalty—especially for new customers?

One of the important ways both online and offline companies can discipline themselves to avoid the Casanova Complex is to apply personalization in all contact with customers, both new and established. This, at least, gives companies a better chance of establishing the basis of a value-based, viral relationship with these customers.

While it’s been estimated that more than 80 percent of e-commerce sites have customer and visitor email personalization capabilities (Opens as a PDF), less than 10 percent of the sites used personalization in follow-on marketing campaigns. For websites favoring incentive devices like sweepstakes and frontal assault “push” email programs to attract potential customers, personalized communication is the perhaps the best opportunity to demonstrate ongoing interest in customers—especially new ones.

Personalization is at the heart of the “relationship” in successful online CRM programs. Ultimately, it’s what makes any CRM effort viral.