onboarding fixes: how to improve welcome tactics to extend subscriber lifetime presented by: bill...

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Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean Donahue Editor Subscription Site Insider

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Page 1: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Onboarding Fixes:How to Improve Welcome Tactics to Extend Subscriber Lifetime

Presented by:Bill BairdOwnerBaird Direct Marketing

Presented by:Sean DonahueEditorSubscription Site Insider

Page 2: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Part I: Why Onboarding – Quick Overview

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 3: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

The Critical First 30 Days

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Highest email open rates

+Highest interest in your site______________________

Best time to engage new users and turn them into long-term subscribers

Page 4: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

…Or Even Fewer

Typically, new users who do not return within 3-5 days will never return again

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 5: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Impact of Good Onboarding?

10%-20% increase in retention

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 6: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Onboarding’s Lifetime Value Impact

Year 1

Year 2Year 3

Page 7: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Part II: Understanding the Psychology of New Subscribers

Page 8: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Why Do New Members Drop Off?

• Forgetfulness• Don’t understand full benefits• Can’t find what they want• Don’t know how to use the site• Competition

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

EXIT

Page 9: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Actions of Long-Term SubsWhat tends to keep subscribers around?• Write a review• Create member profile• Participate in message

boards• Engage with high-value

content© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 10: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

The SecretOften NOT the same reason they joined initially!

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 11: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Part III: 10 Tactics to Improve Onboarding Campaigns

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 12: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#1. Thank-you Pages

Page 13: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

The Welcome Page is Your Top Priority

Viewers / New Starts100%

50%30%

20%

WelcomePage

Email 1 Email 2 Email 3

Page 14: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Okay “OKAY”

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

• Speeds User to Value?

• Easy to Understand?

• Simple and Short?

• Restates Benefits?

Page 15: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Better

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

“BETTER”

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 16: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Best!

“BEST”© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 17: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#2. Transactional Emails

Page 18: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Email Receipts

• Your second best contact point

• Top open rate of lifetime (50%-100% higher)

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 19: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Typical Autoresponder

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

• Sent by a separate system• Check the default:

– Can you modify?– What benefits can you

add?

Page 20: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean
Page 21: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean
Page 22: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean
Page 23: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#3. Email Welcome Series

Page 24: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Broad Approach: Education

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 25: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Broad Approach: EngagementHighly relevant data triggered by activity to tease subscribers to return ….

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 26: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Day 1: Confirmation + Video

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

1 Confirmation + Training Video

Page 27: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Day 3: Live Training Session

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

1 Confirmation + Training Video

3 Live Training Session

Page 28: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Day 4: Calls to Action

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

1 Confirmation + Training Video

3 Live Training Session

4 Action + Email Us

Page 29: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Day 5: Deadline and Wizard1 Confirmation + Training Video

3 Live Training Session

4 Action + Email Us

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

5 Deadline + Help Wizard

Page 30: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Day 27: “Call Us”1 Confirmation + Training Video

3 Live Training Session

4 Action + Email Us

5 Deadline + Help Wizard

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

27 Call Us

Page 31: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#4. Mobile

Page 32: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Email = Majority of Mobile Time

May need to optimize email for mobile viewing

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 33: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

% of Mobile Users?• Check with your ESP

• Email Analytics -- Litmus, MailboxIQ, CampaignCog

• Web analytics for mobile device usage

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 34: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Design for Mobile Viewing

• 480-500 pixels wide• One column, not several• Fewer links – one article or

action vs. five• Even shorter subject lines –

15-20 characters

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 35: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#5. Telemarketing

Page 36: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Adding a human touchMore often used by B2B

Typical Strategies:– Site tour– Immediate help– User Survey– Personal connection

NOT a typical sales rep

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Phone Center or call rep picture here

Page 37: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Timely calls

Tactic #1. Call Immediately

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Tactic #2. Use tracking software to call when members are on the site

Page 38: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

B2C Example: Angie’s List

• In-house call center

• New subs receive calls to encourage reviews

• Email follow-up

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 39: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 40: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#6. Direct Mail

Page 41: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Welcome Packages

• Something tangible makes an impression

• Deliver long content not suited for website

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 42: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Costs and Options

• Postcards ~$0.25

• 6 x 9 or 9 x 12 envelopes ~$1.00

• Offset costs via cross-sell/upsell or advertising inserts

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 43: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#7. On-Site Tools/Activities

Page 44: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Video Tours & How-to• Explain features/benefits

for people who prefer to watch vs. read

• Complex sites – complete a specific task

• Welcome from a famous contributor/founder/guru

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 45: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

New Member Welcome Screen

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 46: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#8. Private Social Media

Page 47: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Discussion Boards

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Key activity that gets members to stick:

• Predominantly female user-base

• Love to interact and communicate

• Artistic Thread Works = 30 month avg. member lifetime

Page 48: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Encouraging Participation

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

SM Must be Promoted to Engage1. On-Site and eNewsletter Promotion2. Email Confirmation3. Event-Driven Emails4. Login Messaging5. Member ratings

Page 49: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Private LinkedIn Group

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 50: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Twitter Shout-outsHighlight/thank new members:

• “Ego” appeal

• Show who’s joining

• Need a Twitter-friendly niche – e.g., marketers, journalists, consultants, younger subs, etc.

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 51: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#9. Onboarding Segmentation

Page 52: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Source of New SubsReflect the messaging or channel that attracted the new subscriber:

• Major affiliates

• Partner sites

• Telemarketing

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 53: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Nature of Acquisition OfferWhat made them sign up?

• Discount

• Bonus free content resource

• Gift subscription

50% off!

Page 54: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

#10. Referral Campaigns

Page 55: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Referral-at-Birth

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Ask for referrals as part of the new sub signup process

Automatic email address uploaders increase names 8x

Referral requests during email series

Page 56: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Additional Resources

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

On Demand Training: Referral and Word-of-Mouth Marketing for Subscription Sites

Page 57: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Part IV. Measuring the Impact

Page 58: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Quick Analysis• A/B split: Members who’ve

seen the campaign vs. those who have not

• New retention rate vs. retention a few months ago.

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 59: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Look for Changes in Key Metrics• Fewer cancels?• Fewer customer service

calls/emails? • Better email metrics – open

rates, CTR• Upgrades from free-to-paid,

monthly to annual• Increased avg. subscriber

lifetime

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Page 60: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Live Q&A

Page 61: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Thank You!

Bill [email protected](203) 838-5444http://bairddirect.com/

© 2011 Subscription Site Insider, published by Anne Holland Ventures, Inc. All rights reserved.

Sean [email protected](401) 354-7555Twitter: @SubSiteInsider

Page 62: Onboarding Fixes: How to Improve Welcome Tactics to Extend Subscriber Lifetime Presented by: Bill Baird Owner Baird Direct Marketing Presented by: Sean

Additional Resources

Marketing Samples Library

Membership/Subscription Site Business Model & Workbook

On-Demand Training: How to Raise Renewal Rates