3 Levels of Data Analysis to Revitalize Your Automated Email Programs in 2016

I’ve broken the process down into a three-pronged approach:

  1. Macro-Categorical
  2. Individual Program
  3. Individual Email/Subject Line

Here are examples and definitions of each of the stages:

1. Macro-categorical

Here you categorize your collection of email programs into broad, meaningful categories, such as:

  1. DemandGen
  2. Top of Funnel
  3. Bottom of Funnel

2. Individual programs

Within categories, look at each program. Pay particular attention to the amalgamation of steps and email templates for each. These should be complete, discrete programs, such as:

  1. Anonymous Website Visitors
  2. Top of Funnel Program – USA
  3. Middle of Funnel Program – EMEA

3. Individual email/subject line

Within each program, analyze each individual email and subject line for performance, such as:

  1. DemandGen – 2015 Happy New Year Email
  2. Top of Funnel  – Invitation to View New Video
  3. Customer  – All About the New Feature

Categorical analysis

Hopefully, you’re already using macro organization for your automated programs…that is, you will have already organized your email programs into broad general ideas/buckets.

For example, categories such as Top of Funnel, Middle of Funnel, and Bottom of Funnel sort programs by buyer stage. Categories such as EMEA and ROW sort by geography. Website, Webinar, and DemandGen are also perfect examples of macro-categorical buckets. These broad categories are perfect for this first stage analysis. This is important because not only will you want to see how multiple programs are performing in a single category, but this will give you a great birds-eye view of the bulk of your campaigns.

Programmatical analysis

Next up is the program level analysis. Each program is a combination of email templates, steps, and other programmable actions that make up a program. What we want to investigate at this level are how the different programs within one macro-category are performing. If there are programs that are similar, why is one performing better than others? Additionally, are there any ways for us to condense and consolidate our programs down to a smaller number?

If I were to give my humble opinion as to which of the three stages is the most difficult to assess, I would say that the program level is the most difficult. This is because the success of the program is contingent on the multitude of email templates contained within it. The only way to really look at the success of a program level stage is to either look at a program’s numbers vs another program in the same category (regardless of any other variables), or to examine the programs by what went wrong with individual email templates/subject lines. There could be several rotten apples in certain programs that are affecting the entire operation.

Individual email analysis

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