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Strategies to Launch Your<br />

Optimization Project<br />

Okay, I’ve figured out what<br />

Q: we probably need to do to<br />

get our email program back on<br />

track. But how can I get started<br />

on this big optimization project<br />

when I’m already stretched thin<br />

on the work my boss expects me<br />

to do every day?<br />

Below are several approaches to help<br />

A: you win over management, not just<br />

to get them to see things your way, but also to<br />

secure the resources you need:<br />

1. Make the case for focusing on a<br />

major goal.<br />

You know your email program well enough to<br />

be able to identify what I call the fulcrum: the<br />

point in your email program that drives the<br />

majority of your future revenue, conversions,<br />

engagement or loyalty.<br />

Even if your managers know little about<br />

email, they understand achieving or exceeding<br />

goals and improving results. Explain why<br />

your fulcrum point is so crucial to your email<br />

program, and build a model that demonstrates<br />

how improving this one area increases success<br />

downstream.<br />

2. Use metrics that get your<br />

CEO’s attention.<br />

When building your case and communicating<br />

the value of email, it is critical that you focus<br />

on the metrics that matter to management,<br />

rather than basic email measures.<br />

Focus on “output” metrics, which measure<br />

actual or anticipated performance against your<br />

company’s strategic marketing or business<br />

goals, instead of “process” or operational<br />

metrics that measure individual tactics of your<br />

email program.<br />

Do not base your case on tactics like improving<br />

open rates. Your C-level execs typically don’t care.<br />

Show them the money instead.<br />

3. Demonstrate how your email program<br />

contributes to company success relative<br />

to other marketing functions.<br />

In many companies, poor budget or strategy<br />

decisions often happen because the people making<br />

those decisions are clueless about email’s<br />

contributions.<br />

As in the previous strategy, make the case by<br />

showing how email performs in your company.<br />

Use charts, graphs, entertaining infographics<br />

and any other techniques that articulate email’s<br />

crucial role in achieving key goals, delivering high<br />

ROI and supporting and enhancing other marketing<br />

channels, such as search, social media and<br />

direct mail.<br />

4. Enlist help from other departments.<br />

One of the great things about email is how nicely<br />

it plays with other company departments. If you<br />

can show other departments how certain email<br />

improvements or programs can reduce costs,<br />

improve efficiency and achieve certain goals,<br />

you might be able to persuade them to cough up<br />

some budget or resources.<br />

5. Create more automated programs.<br />

Automation is your best friend. Temporarily reallocate<br />

resources for a one-off email and produce<br />

a simple triggered birthday program, for example,<br />

to help prove the value of more sophisticated<br />

email programs.<br />

SILVERPOP.COM | PAGE 100

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