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Personalizing Mobile Interactions
to Create Lasting Customer Loyalty


Kane  Russell                 Don  Keane
Vice President of Marketing   Vice President of Marketing
Waterfall Mobile              Angel
Agenda  


Angel, Waterfall Mobile and Multichannel CX
Calls to Action for IVR and SMS

Proactive Campaigns

Reporting and Analytics

Ongoing Customer Engagement

Example Campaigns

Key Takeaways
Today s Presenters




           Don  Keane  
           Vice President of Marketing
           Angel




           Kane  Russell
           Vice President of Marketing
           Waterfall Mobile
Multi-Channel CX Platform
Agenda  


Angel, Waterfall Mobile and Multichannel CX

Calls to Action for IVR and SMS
Proactive Communications and Campaigns

Reporting and Analytics

Ongoing Customer Engagement

Example Campaigns

Key Takeaways
Call to Action Overview



Trigger that incites customers to participate in any marketing campaign




                                               4 Ingredients & the Secret Sauce:

                                               1. Incentive

                                               2. Clarity

                                               3. Strategy

                                               4. Compliance

                                                  Branding
Relevant  Information    




                  Meaningful and relevant information
                  leads to increased customer
                  engagement, higher success rates
                  and improved customer satisfaction.



Messaging is relevant if it is engaging, rewarding
 (provides compelling call to action) and timely.
IVR vs. SMS




IVR




SMS
Technical Considerations




                           For IVR:

                              Toll-free vs. local phone #

                              Landline vs. cell phones



                           For SMS:

                              Dedicated vs. shared code

                              Keyword characters
Online vs. Offline



                     Online Best Practices:

                        Collect metadata for targeting

                        Integrate into other channels



                     Offline Best Practices:

                        Expand reach using other
                        channels

                        Take advantage of progressive
                        profiling
Securing An Opt-In for Life




    Think about customers in terms of lifetime value
Agenda  


Angel, Waterfall Mobile and Multichannel CX

Calls to Action for IVR and SMS

Proactive Communications and Campaigns
Reporting and Analytics

Ongoing Customer Engagement

Example Campaigns

Key Takeaways
What  are  Proactive  Communications?  




                     Proactive Customer
                     Communications (PCC)
                     Notifications, Alerts, Messages
                     Channels: Voice, Email, Push,
                     SMS, and Fax
                     Highly Relevant to customers
                     Often Customer Solicited
                     Provides for Customer
                     Engagement
Personalization is Key

Personalization is Key
 Individuals want to hear/see their
name:
     Personalize greetings
     Avoid mass notifications
Interactions of sensitive nature, employ
Right Party Verification practices
      This is an important message for Bill
     Smith. If this is Bill Smith press the *
     key.
     Secure email inbox
 Utilize all customer data available to
enrich the customer experience
SMS Personalization




                      Tactics:
                         Dynamic field insertion
                         A/B Testing
                         Cross-channel messaging
                         Location targeting
                         List management
                         Integrate at the Point of Sale
The Importance of Voice

SMS: interactive and immediate   IVR: Personal and efficient
Agenda  


Angel, Waterfall Mobile and Multichannel CX

Calls to Action for IVR and SMS

Proactive Communications and Campaigns

Reporting and Analytics
Ongoing Customer Engagement

Example Campaigns

Key Takeaways
IVR and SMS: Key Metrics Through Mobile
Relationships



            Subscribers


               Reach


            Engagement


               Action


           Lifetime Value
SMS & IVR Essentials



Grasp the growth of your program and engagement with
customers
Advanced Metrics



Tie customer engagement to company value creation
Integrating Reporting Data


Combine channels to obtain a holistic customer understanding
Data  Integration  and  Personalization  
Metadata vs. Content Fatigue



Yes, data is important. Just don t overdo it to the point where
your customers lose interest:
Agenda  


Angel, Waterfall Mobile and Multichannel CX

Calls to Action for IVR and SMS

Proactive Communications Campaigns

Reporting and Analytics

Ongoing Customer Engagement
Example Campaigns

Key Takeaways
Continuous Customer Engagement
Business  Intelligence  
Keeping The Conversation Going
Agenda  


Angel, Waterfall Mobile and Multichannel CX

Calls to Action for IVR and SMS

Proactive Communications and Campaigns

Reporting and Analytics

Ongoing Customer Engagement

Example Campaigns
Key Takeaways
Putting It All Together:
Agenda  


Angel, Waterfall Mobile and Multichannel CX

Calls to Action for IVR and SMS

Proactive Communications and Campaigns

Reporting and Analytics

Ongoing Customer Engagement

Example Campaigns

Key Takeaways
Takeaways


Keep conversations going through multichannel
communications such as IVR and SMS

Performance management must be a part of your
customer experience management in order to deliver the
right message, when and how your customers want it

Key metrics identify how customers engage with your
brand

Personalize the phone or SMS experience using real-time
data
Q&A




      Don  Keane  
      Vice President of Marketing
      Angel
      dkeane@angel.com
      angel.com




      Kane  Russell
      Vice President of Marketing
      Waterfall Mobile
      krussell@waterfallmobile.com
      waterfallmobile.com

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Personalizing Mobile Interaction To Create Lasting Customer Loyalty

  • 1. Personalizing Mobile Interactions to Create Lasting Customer Loyalty Kane  Russell Don  Keane Vice President of Marketing Vice President of Marketing Waterfall Mobile Angel
  • 2. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 3. Today s Presenters Don  Keane   Vice President of Marketing Angel Kane  Russell Vice President of Marketing Waterfall Mobile
  • 5. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 6. Call to Action Overview Trigger that incites customers to participate in any marketing campaign 4 Ingredients & the Secret Sauce: 1. Incentive 2. Clarity 3. Strategy 4. Compliance Branding
  • 7. Relevant  Information     Meaningful and relevant information leads to increased customer engagement, higher success rates and improved customer satisfaction. Messaging is relevant if it is engaging, rewarding (provides compelling call to action) and timely.
  • 9. Technical Considerations For IVR: Toll-free vs. local phone # Landline vs. cell phones For SMS: Dedicated vs. shared code Keyword characters
  • 10. Online vs. Offline Online Best Practices: Collect metadata for targeting Integrate into other channels Offline Best Practices: Expand reach using other channels Take advantage of progressive profiling
  • 11. Securing An Opt-In for Life Think about customers in terms of lifetime value
  • 12. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 13. What  are  Proactive  Communications?   Proactive Customer Communications (PCC) Notifications, Alerts, Messages Channels: Voice, Email, Push, SMS, and Fax Highly Relevant to customers Often Customer Solicited Provides for Customer Engagement
  • 14. Personalization is Key Personalization is Key Individuals want to hear/see their name: Personalize greetings Avoid mass notifications Interactions of sensitive nature, employ Right Party Verification practices This is an important message for Bill Smith. If this is Bill Smith press the * key. Secure email inbox Utilize all customer data available to enrich the customer experience
  • 15. SMS Personalization Tactics: Dynamic field insertion A/B Testing Cross-channel messaging Location targeting List management Integrate at the Point of Sale
  • 16. The Importance of Voice SMS: interactive and immediate IVR: Personal and efficient
  • 17. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 18. IVR and SMS: Key Metrics Through Mobile Relationships Subscribers Reach Engagement Action Lifetime Value
  • 19. SMS & IVR Essentials Grasp the growth of your program and engagement with customers
  • 20. Advanced Metrics Tie customer engagement to company value creation
  • 21. Integrating Reporting Data Combine channels to obtain a holistic customer understanding
  • 22. Data  Integration  and  Personalization  
  • 23. Metadata vs. Content Fatigue Yes, data is important. Just don t overdo it to the point where your customers lose interest:
  • 24. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 28. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 29. Putting It All Together:
  • 30. Agenda   Angel, Waterfall Mobile and Multichannel CX Calls to Action for IVR and SMS Proactive Communications and Campaigns Reporting and Analytics Ongoing Customer Engagement Example Campaigns Key Takeaways
  • 31. Takeaways Keep conversations going through multichannel communications such as IVR and SMS Performance management must be a part of your customer experience management in order to deliver the right message, when and how your customers want it Key metrics identify how customers engage with your brand Personalize the phone or SMS experience using real-time data
  • 32. Q&A Don  Keane   Vice President of Marketing Angel dkeane@angel.com angel.com Kane  Russell Vice President of Marketing Waterfall Mobile krussell@waterfallmobile.com waterfallmobile.com