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Angus Hamilton
Leveraging your first-party data for successful
cross-channel marketing campaigns
We are
SEARCH LABORATORY
SEO PPC International Analytics and
Data Science
Digital
Strategy
Social MediaProgrammatic Google
Analytics 360
Agenda
First vs. third-party data
What is first-party data?
How does it compare to third-party data?
Using first-party data
What are the benefits?
How do you use it?
Examples
Next steps…
Accreditations
First and third-party data
First-party data
Data you collect
and own
Reliable and
relevant to your
business
Collected with
the relevant
permissions
Third-party data
Data collected
by ad
tech/cookies
Generic and less
reliable/relevant
Becoming
harder to collect
Example – third-party data
Example – first-party data
Using first-party data
Source: BCG, Digital Maturity Study, 2017
Advertisers who are
successful at data-driven
marketing are seeing
revenue increases of as
much as 20%, and cost
savings of up to 30%
Using first-party data
Create audiences to target your marketing effort
Reduce spend on advertising to existing customers
What do you need?
Skills
Data Technology
Creating audiences
What is an audience?
Pool of users built from online and offline activity
Used for targeting via online activity
• Display
• Search
• Website personalisation
How do I create an audience?
Profiling a user
App
Website
CRM
Example case study 1
Fashion website
Looking to
maximise ROI
from existing
customers and
generate new
customers
Offers free
delivery and
returns
User matrix
Recent activity None Browsed Added to basket Bought
Purchase habits Never bought Infrequent Frequent Lapsed frequent
Average spend <£33 £33 - £99 £100 - 199 £200 +
Buys items on
sale?
Unknown No Sometimes Always
Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100%
App usage Not installed
Installed / doesn’t
use
Installed /
browses
Installed /
purchases
Audience 1 – VIPs
Recent activity None Browsed Added to basket Bought
Purchase habits Never bought Infrequent Frequent Lapsed frequent
Average spend <£33 £33 - £99 £100 - 199 £200 +
Buys items on
sale?
Unknown No Sometimes Always
Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100%
App usage Not installed
Installed / doesn’t
use
Installed /
browses
Installed /
purchases
Loose
frequency
cap
Audience 1 – VIPs
New
launches
Refer-a-
friend
scheme
Exclude
from
brand
PPC
Create
similar
audiences
Audience 2 – lapsed VIPs
Recent activity None Browsed Added to basket Bought
Purchase habits Never bought Infrequent Frequent Lapsed frequent
Average spend <£33 £33 - £99 £100 - 199 £200 +
Buys items on
sale?
Unknown No Sometimes Always
Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100%
App usage Not installed
Installed / doesn’t
use
Installed /
browses
Installed /
purchases
Audience 2 – lapsed VIPs
Huge one-time
discount
Tight frequency
cap
Promote app
install / usage
Audience 3 – regular returners
Purchase habits Never bought Infrequent Frequent Lapsed frequent
Average spend <£33 £33 - £99 £100 - 199 £200 +
Buys items on
sale?
Unknown No Sometimes Always
Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100%
Example case study 2
Lead gen site
Looking to
acquire new
customers
Typical sales
cycle from 1
week to 3
months
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Lead gen sales cycle
Website
visit
Filled out
form
Real details
Spoken to
sales
Qualified
lead
Proposal
sent
Closed won
Closed lost
Unqualified
lead
Fake
details
Phoned
Left
website
Advanced example
Life-time value prediction
Event tracked
Website
Purchase
Gathering more first-party data
Events Competitions
Loyalty
Schemes
Next steps
Identify what
first-party data
you have
Expand your
data sources
and refine your
analysis
Start using it –
and innovate
Summary
Gather data from
both online and
offline behaviour
Use data analysis
to segment your
customers into
audiences
Use the tools
available to bring
that data together
in one customer
view
Apply those
audiences, test
the results and
repeat
Questions?
Contact us
Leeds | London | New York
+44 (0) 113 212 1211
info@searchlaboratory.com
www.searchlaboratory.com/
Follow us on social media:
facebook.com/searchlaboratory/
@searchlabs
linkedin.com/company/search-laboratory/

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Leveraging your first-party data for successful cross-channel marketing campaigns​

  • 1. Angus Hamilton Leveraging your first-party data for successful cross-channel marketing campaigns
  • 2. We are SEARCH LABORATORY SEO PPC International Analytics and Data Science Digital Strategy Social MediaProgrammatic Google Analytics 360
  • 3. Agenda First vs. third-party data What is first-party data? How does it compare to third-party data? Using first-party data What are the benefits? How do you use it? Examples Next steps…
  • 6. First-party data Data you collect and own Reliable and relevant to your business Collected with the relevant permissions
  • 7. Third-party data Data collected by ad tech/cookies Generic and less reliable/relevant Becoming harder to collect
  • 11. Source: BCG, Digital Maturity Study, 2017 Advertisers who are successful at data-driven marketing are seeing revenue increases of as much as 20%, and cost savings of up to 30%
  • 12. Using first-party data Create audiences to target your marketing effort Reduce spend on advertising to existing customers
  • 13. What do you need? Skills Data Technology
  • 15. What is an audience? Pool of users built from online and offline activity Used for targeting via online activity • Display • Search • Website personalisation
  • 16. How do I create an audience?
  • 18. Example case study 1 Fashion website Looking to maximise ROI from existing customers and generate new customers Offers free delivery and returns
  • 19. User matrix Recent activity None Browsed Added to basket Bought Purchase habits Never bought Infrequent Frequent Lapsed frequent Average spend <£33 £33 - £99 £100 - 199 £200 + Buys items on sale? Unknown No Sometimes Always Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100% App usage Not installed Installed / doesn’t use Installed / browses Installed / purchases
  • 20. Audience 1 – VIPs Recent activity None Browsed Added to basket Bought Purchase habits Never bought Infrequent Frequent Lapsed frequent Average spend <£33 £33 - £99 £100 - 199 £200 + Buys items on sale? Unknown No Sometimes Always Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100% App usage Not installed Installed / doesn’t use Installed / browses Installed / purchases
  • 21. Loose frequency cap Audience 1 – VIPs New launches Refer-a- friend scheme Exclude from brand PPC Create similar audiences
  • 22. Audience 2 – lapsed VIPs Recent activity None Browsed Added to basket Bought Purchase habits Never bought Infrequent Frequent Lapsed frequent Average spend <£33 £33 - £99 £100 - 199 £200 + Buys items on sale? Unknown No Sometimes Always Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100% App usage Not installed Installed / doesn’t use Installed / browses Installed / purchases
  • 23. Audience 2 – lapsed VIPs Huge one-time discount Tight frequency cap Promote app install / usage
  • 24. Audience 3 – regular returners Purchase habits Never bought Infrequent Frequent Lapsed frequent Average spend <£33 £33 - £99 £100 - 199 £200 + Buys items on sale? Unknown No Sometimes Always Returns % 0 – 25% 25 – 50% 50 – 75% 75 – 100%
  • 25. Example case study 2 Lead gen site Looking to acquire new customers Typical sales cycle from 1 week to 3 months
  • 26. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 27. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 28. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 29. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 30. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 31. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 32. Lead gen sales cycle Website visit Filled out form Real details Spoken to sales Qualified lead Proposal sent Closed won Closed lost Unqualified lead Fake details Phoned Left website
  • 34. Life-time value prediction Event tracked Website Purchase
  • 35. Gathering more first-party data Events Competitions Loyalty Schemes
  • 36. Next steps Identify what first-party data you have Expand your data sources and refine your analysis Start using it – and innovate
  • 37. Summary Gather data from both online and offline behaviour Use data analysis to segment your customers into audiences Use the tools available to bring that data together in one customer view Apply those audiences, test the results and repeat
  • 39. Contact us Leeds | London | New York +44 (0) 113 212 1211 info@searchlaboratory.com www.searchlaboratory.com/ Follow us on social media: facebook.com/searchlaboratory/ @searchlabs linkedin.com/company/search-laboratory/

Editor's Notes

  1. Live analysis of data being fed into GA Based on behaviour so far, use machine learning to predict what their likely future value will be Different audience buckets for the likelihood of conversion or the future expectation
  2. +similar audiences
  3. Action – restrict marketing budget
  4. Could be for legal, software, financial services etc. Mention salesforce integration.
  5. Basic remarketing Based on recency of visit
  6. Keep remarketing to them. They are likely in the market, just in the early stages
  7. Add to negative targeting for search and display. Don’t want to spend more money targeting someone unqualified.
  8. Keep targeting them to showcase credentials, award wins, latest case studies etc. Anything you can to push them over the line!
  9. Good work! Add to negative targeting for now. cross-sell products
  10. Unlucky. Depending on the industry, they might be valuable in future. If the service has a renewal date then you can market to them again before renewal. General advice: make sure people see different creative and have a variable experience throughout all of this. Don’t just tailor it to what you know about them but also tailor it to what they’ve already seen. Cross-platform remarketing: tag up based on where they came from previously
  11. Live analysis of data being fed into GA Based on behaviour so far, use machine learning to predict what their likely future value will be Different audience buckets for the likelihood of conversion or the future expectation