Enabler provide best practice advice on marketing automation within B2B and B2C email marketing. Check out Enabler’s top tips for email automation.

Posts

Automated. Personalised. Intelligent. Taking emails to the next level with APIs

An API (Application Programming Interface), believe it or not, is an interface between two software programs. It essentially allows the two programs to make use of each other’s services and resources, and interact with each other. You can think of them like tunnels between programs that allow them to work together… and all without exposing their inner programming!

You might not realise it, but you will probably use APIs nearly every day of your life. For example, an API would let you open a chat window inside an app, or let you run a map program on your website. Being totally honest with you, it’s really hard to get really excited about APIs themselves, (my development team are shaking their heads in dismay as I write this), but what is worth getting excited about are the benefits APIs have for marketing purposes.

Most email systems today will have some sort of built in API functionality where, with a little effort, you can link your company data systems to your email service provider. This is something we do with Enabler’s email marketing software, allowing is to provide the option of adding bespoke APIs completely tailored to your data needs.

From an email marketing perspective, APIs allow you to do some really cool things that allow you to deliver much more targeted messages to your consumers, helping with both acquisition and retention.

APIs and Automation

API integrations allow your data that’s being stored elsewhere (i.e. CRM system) to be drawn down into your email system.  Giving your email marketing software direct access to your customer data has big benefits for enhancing and deploy your emails, especially when it come to marketing automation.

Let’s take a look at an API example in action.

eBay:

eBay utilised an API integration to send out a daily product email to their customers. Each deals displayed within the email is being automatically drawn from the eBay product pages. The deals changed daily on the website, and because an API was set up between the website and the email campaign, it meant the email deals changed also to reflect the website. This meant that the marketing team could send the same daily emails without so much as a single edit to the actual email content, and know that everything in the emails would be automatically updated to reflect the current deals.

The smartest thing about this API integrated email is yet to come however…  If a recipient opened this email the day after it was sent, they would see the content for the day they opened, not the day it was deployed, meaning they always saw the latest deals.

The reason API integrations are so powerful is because the data being pulled through the API already exists, and as a marketer all you are doing is bringing that information into your campaigns.

Other uses for API content within email:

  • Customers of airlines and ticketing venues can select or upgrade the latest seats from within an email.
  • Restaurant guests can receive special deals and reserve seats in real-time within a few taps.
  • Doctors appointments could be made from within an email simply by displaying an up-to-date list of appointment times.
  • Hotels could send loyalty emails to their customer base and guests could reserve a room directly from the email.
  • Sending a welcome email to a customer when they sign up on your website.

APIs and CRM management

API’s also serve another function in the world of email. Let’s say you have a fantastic CRM system, but sadly it doesn’t send email…now in the old days this would have meant exporting data from that system, uploading it into your email tool, sending an email, exporting the unsubscribes from that email, and re-uploading into your CRM. I don’t know about you but I get exhausted just thinking about that process. Luckily, those days are over! You can now use APIs to help manage your data across multiple systems.

When transferring data between systems, an ‘API call’ is made. An API call is an individual interaction between the two applications through the API, for example when a request for data is made from one system to the other using the API. This allows the two systems to keep your data up-to-date across both systems simultaneously without any manual intervention.

APIs and Security

Each time a data transfer happens, lots of Personally Identifiable Information (PII) is being handled, so security is vital (especially with the GDPR updates coming in May!). Best practice for security when it comes to APIs is to assume that everyone is always out to get your data. Now, it’s also good to remember that not all APIs are equal, and not all vulnerabilities will be preventable. An API gathering weather data does not need to take the same precautions as an API that is sending patient’s private medical data.

The best way to ensure this data is kept private during transfer is by using encryption. With sophisticated key management strategies, or encryption key management strategies, the data can become accessible on a need-to-know basis.

The process works something like this:

1. Authenticating with the web server before any information is transferred

Authentication is used to reliably determine the identity of an end user, while Authorisation is used to determine what resources the identified user has access to.  Authentication and Authorisation are commonly used together.

On the web, Authentication is most often implemented via a dialog box that asks for a username and password. For added security, software certificates, hardware keys and external devices may be used.

2. System decides which resources or data to allow access to

Once the user is authenticated, the system then decides which resources or data to allow access to. For APIs, access tokens are commonly used, either obtained through an external process (for example when signing up for the API) or through a separate mechanism. The token is passed with each request to an API and is validated by the API before processing the request.

The best solution is to only show your authentication key to the user once. It’s their responsibility to hold that key near and dear. Think about it this way – would you trust someone who kept losing the spare keys you gave them…?

This all sounds great, why doesn’t everyone do it?

API setup can be complex, especially if you are navigating your way around big data and different systems and teams. More and more however, companies are realising that API integrations are the way forward for making your marketing campaigns truly personalised, more interactive and the most enjoyable experience for your customers, and are investing time and resource into getting APIs set up. Additionally, from an internal perspective, they will save your team and company time in the long run.

If you want to chat to us about how Enabler’s APIs could take your email marketing to the next level, please get in touch.

/1 Comment/by

Using Enabler to drive engagement for The Shard

,

If you’ve read our previous blogs or visited our site before, you’ll probably have gathered that Enabler is a piece of email software. However, what you might have missed is that Enabler is more than just your bog-standard piece of email software, sporting sophisticated features which go beyond bulk sending emails. *Cue gasps and other associated shocked noises*

One of these features is Enabler’s Form Builder – you can use this clever piece of kit as a standalone form, embed it into a landing page or website, or use the form as a back-end tool for data capture. To demonstrate how effective these sophisticated Enabler Forms can be, I’m going to showcase a recent example from one of our clients, Real Estate Management UK Limited (REM) – asset manager for The Shard – where we utilised Enabler Forms in their Shard Lights 2017 marketing competition.

The Brief

Driving Engagement for an Iconic London Brand

Since 2014, The Shard has hosted a light show from it’s spire every December, aptly named #ShardLights, to celebrate the festive season. In 2017, Shard Lights introduced five colours into its show, rotating one per day with an array of visual effects including gradients, patterns and sparkles. These visual light effects occurred every 15 minutes, with an extended display on the hour which transformed The Shard into a spectacular visual timepiece for London.

Now, Enabler’s offices are based literally around the corner from this stunning London landmark, but not everyone is lucky enough to have such natural daily exposure to this amazing light show.

So, to ensure maximum engagement with The Shard during this time, the REM marketing team wanted to run a photography competition to encourage the public to take pictures of The Shard’s light show and share online using the hashtag #ShardLights.

As an existing Enabler client, the marketing team at REM gave our campaign management team the task of creating an engaging campaign with the following key requirements:

  • Hosting the photography competition
  • A way of collecting entries and associated entrants information
  • A trigger email going out post competition submission to recipients

 

 

Our Solution

We decided that the best way to achieve the goals laid out in the brief, would be to build a standalone landing page within Enabler which hosted the photography competition. We would then create a built-in Enabler form within this landing page, which would trigger an email to the recipient when completed to confirm that their entry had been received.

The Design and Build

For such an iconic London landmark, the design for the landing page was incredibly important. Our team of designers had to ensure stunning imagery of The Shard, provided by the REM team, was being used whilst also making sure all the relevant information was clearly visible on the page for entrants.

Here is the template webpage design before our specialists started the more sophisticated build:

When translating this design into the build, our developers took the simple static images within the email and transformed them into parallax scrolling images – this allowed us to display the full images without taking up too much real estate on the webpage.

The most important factor our development team focused on was ensuring the form on the frontend of the webpage was linked properly to the form on the backend of Enabler.  The REM marketing team were utilising Enabler’s database to house and access the data from submitted entries – so making sure the forms were linked was vital.

 

Using Enabler Forms for Data Capture

Enabler forms are extremely effective for data capture, allowing you to embed forms onto your website that connect directly into your marketing database. There are two main ways you can embed Enabler forms within an external system.

The first and simplest way is iframing, which involves taking a snippet of code that looks like this:

<iframe src="https://ue.enablermail.com/realestatemanagement/frm/index.cfm?id=A480A319-7983-4C4B-993D-E97064B7C7A5" width="750" height="500"></iframe>

You then embed this code within your desired webpages, which then displays your form exactly as it appears within Enabler – including Enabler’s styling and layout. This, however, wasn’t an option for the Shard Lights web build, due to the beautifully bespoke styling that was required from the form’s design.

Instead of iframing, we used the alternative method of embedding and Enabler form, which is the ‘Form post’ option.  Now, this is a much more technical way of approaching form submissions, but it does mean you can style your Enabler form exactly as you want on the frontend of your website.

 

Now For The Technical Bit…

To make ‘Form posts’ work, you have to tell your form to post submissions to Enabler’s servers. Each individual form field will have an ID associated with it, but all these fields will be stored in the same place in Enabler ensuring you can review and pull all the required data out at once. I’m not going to go into the super technical stuff because a) I leave that to my developers and b) you don’t want to hear it!

Once someone submits a form post, the message (seen below) displays on the website.

However, we also wanted to ensure that each entrant would receive an email confirming their submission as well (for added peace of mind that we had received their entry). To this end, we also triggered an email to go out each time a form submission was received, (as shown below), letting entrants know when the competition closed, and by what date they would be notified if they had won the competition. It also encouraged a social push for the competition for maximum social media traction, using the hashtag #ShardLights.

 

So, it’s all very well collecting this data and all these (hopefully) stunning images, but where would they all be stored? Now, usually with form submissions you go into the form, run a report and it shows you a list of text entries and what those entries said – however for a photography competition, we had to develop something a little different to display images…

If you’re sitting there thinking…”hang on that looks just like Enabler?”, then you’d be absolutely right. Our development team have created a bespoke image gallery where the REM marketing team were able to view all the images submitted at once (making it easier to select a winner), while also allowing them to click into each individual picture to see all of the details of the person who submitted the photograph.

Outcome

The competition ran from Monday 4th December 2017 until Sunday 7th January 2018, and received a total number of 871 entries. Some of the photos were absolutely stunning, and to be completely honest, some of the entries were basically close up selfies of peoples faces, but all in all we have some fantastic photographers out there parading the streets of London, and I don’t envy the REM Marketing Team having to pick a winner!

We had a fantastic time doing this project, it’s always great for our email team when we can really push Enabler’s functionality in ways that people wouldn’t expect from email software, helping our clients deliver beautiful emails alongside websites that really help them achieve their marketing goals.

Engagement levels like this also go to show the impact well thought out, well designed data capture forms can have on your marketing campaigns, and goes to show the importance of combining your data capture with your email marketing campaigns.

 

If you like what you’ve seen here or want to learn more about form functionality, please drop our Enabler team an email and we can talk about your next exciting project.

/by

What is marketing automation, and why you should be using it

,

With so much going on in a Marketing team, you will often find you don’t have enough time to get everything done.  You will have had days where you’re in back-to-back meetings, and still have a whole hoard of tasks to do by the end of the day.  This is where an automated system would be super useful!

Luckily, there’s a little thing called Marketing Automation that can step in.  The basic idea of marketing automation is to set up a system to perform actions based on triggers (i.e. if a customer clicks an email link it triggers a second personalised email being sent several days later).  Once the email automation is set up, it then runs in the background without any additional work required, making your life and workload a lot easier.

There are many people that would benefit from having a Marketing Automation solution, but from a sales perspective, here are the top three reasons to start implementing automated emails campaigns right now:

  1. You can have pre-defined marketing programmes cultivating leads for you, while you’re off doing tasks that require more face-to-face contact.

  2. It allows you to optimise your time efficiently and achieve your goals without missing a beat.

  3. It allows you to be at the forefront of email marketing trends, bringing your business into the 21st Century.

 

So how would you put a Marketing Automation plan together?

Here is a useful Marketing Automation Workflow for you to refer to when setting up your campaign programme:

 (Click image to download)

 

What you need to think about:

Planning is exceptionally important in the world of marketing automation, for many reasons. Firstly, the term ‘marketing automation’ has, unfortunately, become somewhat of a buzzword, where marketeers seek out automation software under the misguided impression that it provides them with the digital marketing wizardry to automatically generate new leads. This misconception leaves many marketeers with sophisticated tools to automate the middle of their campaign funnel, but no solution that actually generates new leads at the beginning of the funnel.

In your planning phase, you should get to know the system you’re using and plug any holes in your lead generation funnel, allowing you to get your automated ducks in a row.

Secondly, planning helps to prevent you from making mistakes when you set your programme live.  It will ensure you have fully thought through every possible step / action your customer may take, thoroughly planning out what components you will need in order to make your campaign run successfully as an automated system.  Sounds complicated, but its far from it (and if you get stuck you can always check with us).

For example, email templates, forms, surveys and website content – make sure the right links are in place, and test that the right automation is being trigger when an action occurs (i.e. a link is clicked).  There’s nothing worse than getting a beautiful automation programme set up, only to find your customers aren’t ending up where you want them to go because you’ve missed a step in your automation set-up.

You might think that I’m going overboard and stating the obvious when I say you need to plan out every step of your marketing automation, but if you really want it to run successfully with seamless automation, then planning really is the key.

To help you along, I’ve set up an example workflow of a functional marketing automation programme.  The example below demonstrates a ‘Welcome Programme’ for a new customer being added to a contact database, taking you through every automated step for every action or inaction the customer may take within the programme, including time delays.

 

 

Now you have had a look at how a Marketing Automation programme could work, I’m going to take you through some does and don’ts of the automation world:

Does:

  • Integrate your inbound marketing strategy with your marketing automation. Inbound strategy is all about providing valuable, aligned content, and this should not change at all if you start using marketing automation.  If anything, it should be enhancing your communications, as you will be able to provide the content your customer’s need, at the exact time they need it, without any manual input during the process.

  • Send relevant content to your customers, and make sure you are providing them with what they are looking for.  People make the mistake of trying to drive business objectives without actually considering the customer who is going through the journey.  This is arising trend within the industry, with many companies providing workshops detailing how to achieve a customer driven strategy.

  • Set up engagement and retention campaigns to keep your current customers coming back for more.  After all, it’s much easier to sell to someone who has previously bought from you.  Content marketing is an essential part of making sales, and automation can help you do this.  Make sure you’re keeping on top of your content and constantly improving it, making sure it’s more relevant to your customer’s as they progress on their automated journey.

Don’ts:

  • Set up Automation without planning first or thinking about what you want to achieve. There is no point setting up a complex automated programme without getting the strategy right first.  Don’t be that person.

  • Mass email customers.  This is literally the worst.  I have unsubscribed from so may brands over the years because they are emailing too much, and none of the content was relevant.  If nothing else, you will end up having your emails marked as spam, so just avoid bulk emailing.

  • Start before planning.  So I know I harped on about this, but it’s seriously important.  Don’t spend days or weeks of your life setting up an automation programme before you have taken the time to properly research and plan every step and action.  Plan – you won’t regret it!

I think you’ve got enough there to start you on your Marketing Automation journey.  If you want to discuss how Marketing Automation could work for your business, our Enabler team would be happy to chat you through our Automation software and how it could help deliver you deliver on your goals.

/by