Creating a seamless end-to-end customer experience has never been more important. Consumers expect information how they want it, when they want it, and on whatever device they’re currently using. Join us to learn how ExactTarget Marketing Cloud customers have incorporated mobile into the customer lifecycle to drive engagement, provide real-time customer support, and create the ultimate connected experience.
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#CNX14 - Powering the Mobile Customer Journey
1. Track: Mobile & Web Marketing
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Powering the Mobile Journey
Mark Hendrix
Practice Director - Mobile Strategy and Services
David Galante
Director - Mobile Product Management
2. Track: Mobile & Web Marketing
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A NEWCustomer Mindset powers the need for
creating Mobile Journeys
3. Track: Mobile & Web Marketing
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3 Proliferation of Connected Customers
Decomposition of the Mobile Journey
Fragmentation of Mobile Ecosystem
KEY
MOBILE
TRENDS
7. Track: Mobile & Web Marketing
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Mobile Journeys Matter
Customer interactions
happen during
a multi-event,
multi-channel journey.
For every $1 spent
on mobile, yielded
$1.67 in ROI
+65%
Of all online activities
start on a smartphone,
64% move on to
another screen
>50% $1.67
Sources: 1 Source: IPSO Study - The New Multi-screen World: Understanding Cross-platform Consumer Behavior, McKinsey Research: Customer Journey Transformation, September 2013, Yankee Group - Anywhere Enterprise–Large: U.S. Mobility and Applications Survey
8. Track: Mobile & Web Marketing
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ETMC – Powering Successful Mobile journeys
MobileConnect MobilePush Location: Geofences Journey Builder
C C C
18. Track: Mobile & Web Marketing
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QUESTION –
It sounds like SAJ is really a mobile first
company. How does this experience set you
apart from your competition?
24. Track: Mobile & Web Marketing
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QUESTION –
What a great customer experience. It’s clear
you’ve thought through the mobile journey.
How did you engage with these customers prior
to building this mobile journey? Was it
successful?
31. Track: Mobile & Web Marketing
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We’re behind the scenes in
areas you might not expect.
• Processing credit card applications
• Customizing marketing from one to the masses
• Running customer call centers
• Managing insurance claims processes
• Overseeing automated highway toll collections
• Delivering healthcare benefits management
34. Track: Mobile & Web Marketing
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Optimizing communications across the recipient journey
Welcome Kit
Welcome letter with
QR code for mobile
app registration
and opt-in to
e-delivery
Inbound Customer
Support Call
Triggers summary of
discussion via email
with links to additional
resources
Medication
Alert Letter
Letter alerting
member to
potential conflict
in medications
and requesting
response
Refill Reminder
Text
Refill reminder with
one-click conversion
to mail order
pharmacy
Interactive EOB
Customized,
interactive EOB
with multi-media
wellness content
Year –End Benefits
Summary
With personalized YoY
savings comparisons
and tips
Welcome Call
Review of available
services and
encourage activation
and gather
preferences.
Medication
Alert Text
Text alerting
member to
potential conflict
in medications
with one-click
response
New Claims Email
Email to alert member
of new claim available
for viewing
Appointment
Reminder text
Text sent 24 hours ahead
of health assessment lab
tests with reminder not to
eat/drink
38. Track: Mobile & Web Marketing
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Optimizing communications across the customer lifecycle
Xerox’s influence in customer communication is
What are some of the KPIs or metrics you all
look at to understand whether or not your
Welcome Kit
mobile journeys are successful?
Welcome letter with
scannable QR code
for mobile app
registration and
opt-in to e-delivery
Inbound Customer
Support Call
Triggers summary of
discussion via email
with links to additional
resources
Medication
Alert Letter
Letter alerting
member to
potential conflict
in medications
Refill Reminder
Text
Refill reminder with
one-click conversion
to mail order
pharmacy
Interactive EOB
Customized,
interactive EOB
with multi-media
wellness content
Year –End Benefits
Summary
With personalized YoY
savings comparisons
and tips
QUESTION –
really interesting.
Welcome Call
Review of available
services and
encourage activation
and gather
preferences.
Medication
Alert Text
Text alerting
member to
potential conflict
in medications
and requesting
call back
New Claims Email
Email to alert member
of new claim available
for viewing
Appointment
Reminder text
Text sent 24 hours ahead
of health assessment lab
tests with reminder not to
eat/drink
QUESTION –
Let’s talk about lessons learned.
If you could create this journey all over again,
what would you do differently?
44. Track: Mobile & Web Marketing
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QUESTION –
Sounds like DIB has an interesting business
model.
What would your customers says is the most
valuable aspect of this mobile journey?
QUESTION –
Interesting.
So what’s next for DIB?
What your plans to further refine and enhance
this mobile journey?
Do it Best
Problem – It takes too long for hourly employers and job seekers to connect. We’re unnecessarily shoehorning the salaried application process into the hourly space, costing seekers and employers valuable time.
We’re tethered to our mobile devices, so how can we leverage this to make connections faster?
Meet Lorie. She runs a Chick-Fil-A.
She uses the Snagajob for Employers app to post an open Cook position.
She doesn’t have time to wait for applications to come to her, so she scans a candidate database of job seekers that are a potential good fit for her open Cook position.
She looks at Nicholas’s profile and watches a 30 second video of him describing what good customer service means to him.
She likes what she sees and decides to invite Nicholas for an interview.
QUESTION –
It sounds like SAJ is really a mobile first company. How does this experience set you apart from your competition?
Nick is searching for jobs and gets a push notification.
Snagajob is asking him if it’s ok for Lorie at Chick-Fil-A to contact him.
Mike decides to learn a little more about the position before he accepts.
He likes what he sees, so he accepts!
Lorie is notified that Nicholas accepted!
QUESTION –
What a great customer experience. It’s clear you’ve thought through the mobile journey.
How did you engage with these customers prior to building this mobile journey? Was it successful?
Nick passes the interview process and is offered a job. Lorie changes Nick’s status to ‘Hired’ and enters a start date. He’s automatically emailed his new hire paperwork to complete before he comes in. Lorie is notified via email that Nick’s paperwork is complete and she can add him to the schedule. Nick is sent an SMS with a link to his schedule in the Snagajob app. One day prior to his start date, Nick is sent another SMS with a reminder to bring two forms of ID with him on his first day.
Nick gets to work quickly and Lorie gets back to running her business!
How this has changed our business:
Increased innovation in the small business market
First let’s create a journey goal where 75% of all users view job invite on the mobile device from a Push message or email.
In this journey we going to create a decision split based on the user’s communication preference. In the profile they will specify their preference of email or mobile. If mobile, the will receive a message over SMS or Push.
This is 4 day view of the Journey showing a reminder SMS after 2 days.
This trigger is based on a data extension which is updated daily with upcoming appointments. If the patient’s appointment includes a mobile number or email address they are entered into the journey…
Let’s set a goal of 85% of patients confirming their appointments via mobile or email…
Here is a minute view of the Journey showing the first decision split based on app usage, if the app is not installed we make decision to send a SMS if they are opted in.. Lastly an email is sent if Push or SMS are not options..
This journey uses a daily updated Data Extension of Commodity price decreases. When there is a Lumber price drop greater than 10% we enter every member who is a lumber buyer into the journey.
Once the Member is in the journey we will send them an SMS with their rep’s information. So, if the Member’s lumber rep is Kevin they will received Kevin’s contact number or Roberts. Lastly if they don’t have a rep in their account we send an email…