This training chapter introduces the basics of Marketing Automation.

Content:

• Marketing Automation Overview
• Onsite Marketing Automation
• Offsite Marketing Automation
• Performance
• Frequency Cap

Marketing Automation Overview

Marketing Automation is part of the Webtrekk Suite and enables you to target every user individually. For this you have to create campaigns in Marketing Automation, which are being controlled through rules. An in-depth analysis of this campaign can be made in Webtrekk Analytics.

Marketing Automation is divided into:

• Onsite Marketing Automation
  allows individual adjustments to the own webpage or app.
• Offsite Marketing Automation
  serves to address users on other webpages and to animate them to return to the own webpage.

Onsite Marketing Automation

Marketing Automation makes it possible to show customers specific product suggestions (Recommendations), layers and banners on your website.

Banners

Any banner can be shown dynamically through Webtrekk.

Common use cases:

• Show to new users a banner, which emphasizes the advantages of your webpage.
• Show to existing customers an appropriate banner, which can be based on the gender or viewed/bought products.

The banner must be saved on an external server – Webtrekk does not support adserver functionalities.

Custom HTML

Arbitrary HTML elements can be displayed dynamically on your website.

Common use cases:

• Show new visitors the form for the newsletter registration.
• When being in the checkout, available payment methods are adjusted for each customer group.

Layers

Layers are displayed above the actual website and can be activated using freely configurable filters.

Examples:

• New users, who want to leave the page (moving the mouse to the top out of the website), will be shown a layer with a newsletter.
• Users on a product detail page with no interaction for a certain time will be offered help through a chat.

Recommendations

Recommendations show product suggestions. Through Rules you can determine, which products are being shown.

Commonly used rules:

• Topseller – most frequent bought products of a certain category.
• Appropriate products to viewed or bought products.
• Most recently products put into the shopping cart without being bought.
• Most recently viewed products without being bought.

More than one of these rules can be combined in one Recommendation.

• Rules and campaigns are assigned different priorities. If slots for products are open, they will be filled with the next highest rule/campaign.

To evaluate the success of a Recommendation campaign, it is recommended to compare:

• Is the performance better than the standard campaign?
• Is the performance better than without a campaign?
• The Control Group sees the standard campaign or no campaign.
  All other users belong to the Treatment Group and see the individually defined campaign.

• The ratio of Control Group and Treatment Group can be adjusted at any time.

• The performance of the Treatment Group should always exceed the perfomance of the Control Group.
• By default Webtrekk uses Topseller as the fallback campaign.

Offsite Marketing Automation

Offsite Marketing Automation serves to address users on other webpages and to animate them to return to the own webpage.

Supported are:

• Audience Stream
  From Webtrekk collected information is used to generate remarketing lists. It allows to individually adjust bids in search engine ads. Hence you could offer more money for users, who most likely will generate a higher revenue, than users, who have cancelled many orders.
• RTA
  Completely self developed Retargeting technology shows appropriate Recommmendations and offers a high media range. Is available as Managed Service from Webtrekk and therefore, will not be addressed any further in this training chapter.

Performance

Directly in Marketing Automation there is a performance overview.

• Through a link it is possible to call detailed analyses in Webtrekk Analytics.

• Compare the performance of Placements, Campaigns and Treatment/ Control Group.

Frequency Cap

The frequency of each campaign can be limited.

There are three different kinds of Frequency Caps:

• Per Session: How often should a campaign be shown per visit?
• Per User and Day: How often should a campaign be shown per visitor on a day?
• Per User: How often should a campaign be shown overall to a visitor?

They can be combined with each other. The availability depends on the content.