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Google allows you to edit how Ads can target you.

There have been so many news stories this year about how advertisers can and do target people.  Facebook has been making the testimony rounds with the US Senate and EU officials.  All this brings to lite the issue of what do platforms know about their users and how do they leverage that information for advertisers so that they can target the right people for their message. As someone that runs many ad campaigns, proper targeting is an important factor when I determine how much budget I am going to devote to my ads.   Google has created a new tool for ALL users to be able to go in and SEE how Google is profiling them to advertisers.  AND, AND, you have the ability to turn off any of the personalizations that you want to.  

You can CLICK HERE or the image below to go see how you are being profiled.  

Tough Competition for Customer Experience

Tonight I was reminded how tough the competition is for each account.  A friend of mine was clearly frustrated about something with his TMobile service and in 9 words vented his frustration.  Within 15min the competition was first to respond - offing to welcome him - 5 min after that TMobile responded.  How fast is your OODA loop?  In this case Verizon was able to get inside TMobile's Loop. 

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How fast is your OODA Loop?  OODA stands for Observe, Orient, Decide, Act.  The loop is because the process is repeated frequently.  It was created by military strategist, John Boyd and says that An entity (whether an individual or an organization) that can process this cycle quickly, observing and reacting to unfolding events more rapidly than an opponent can thereby "get inside" the opponent's decision cycle and gain the advantage.  


“How fast is your OODA Loop? Well, that depends on several factors that can affect your reaction time. Simple Reaction Time is generally accepted to be around 220 milliseconds (Laming 1968) - (Source).  In marketing we have more time than 220 milliseconds, for this example the window for any Action was 15min.  

The Power of your Brand Defenders

In marketing we talk a lot about converting our customers to advocates.  The NPS score asks how likely a customer is to "recommend" a product or service to others.  We assume that this informs us on how well our brand is mentioned among private conversations.  I want to share an example that I came across today.  The image below is of a conversation that took place among dog walkers in my area.  

The conversation starts with someone that is unhappy with Nationwide Pet Insurance.  This customer feels cheated after paying for the insurance only to have it not cover them when they needed it.  This is not good for the Nationwide Pet Insurance brand.  Nationwide Pet Insurance was not tagged, and the company didn't chime into the conversation.  This thread continued with customers questioning the value of Pet Insurance.  

Within one hour of the original post, someone that has a contrary and favorable experience with Nationwide Pet Insurance chimes in with her perspective.  "I have Nationwide for my dog and it has been great".  One comment from a brand advocate changed the tone of the conversation.  

Brand advocates wield a lot power.  This is a good example of a brand conversation that took place without the brand's involvement.  The advocates you create today will help you tomorrow.  

What are you doing with your brand to create Brand Defenders? 

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Designing difficulty to draw users in... but does it keep them?

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In current marketing many of the blogs, podcasts and talks at conferences are preaching to "REDUCE FRICTION".  There are several examples of how reducing friction is correlated to increased conversion.  In my work it takes a lot of effort and attention to reduce friction wherever possible.  The focus needs to remain on your user's' experience limiting friction wherever possible and creatively obtain the data that you need without additional burden to your users.

Increasing Friction

I have been intrigued by the concept of intentionally adding friction into your process.  Designing friction into processes and in social media applications, most notably SNAPCHAT.  When I was first introduced to SnapChat I found that the company didn't offer any help, tutorials, or user guides on its website.  "The Snapchat app uses a principle Josh Elman from Greylock refers to in his blog post as "shareable design": the idea that an interface is best understood when explained by someone else." (source)  The 'shareable design' seems implement the cognitive bias, Ikea effect.  In psychology the Ikea effect is, "The IKEA effect is a cognitive bias in which consumers place a disproportionately high value on products they partially created." (source).  Once an app gets enough users to activate the network effect, using the sharable design to drive user adoption can be a good strategy.  

Reducing Friction

Since the goal of most marketing efforts is to increase conversions, we often focus on reducing friction.  When I talk about marketing friction, what I mean is steps and clicks that users must endure in order to do business with your company.  If you make an order form across three pages that users have to complete fields and then click to the next page you will loose many people that (while interested in buying from you) are not willing to jump through your hurtles.  The site Unbounce has an infographic reporting that forms with 3 fields average 25% conversion, increasing to 5 fields drops conversion to 20% and forms with 6 fields drops to 15% (source).  Today Fast Company reported that SnapChat's CEO Evan Spiegel is "Snapchat is being redesigned to address concerns that the app is “difficult to understand” and “hard to use.”" (source) So while adding friction was used to get SnapChat their initial amazing growth for them to expand their user base they will need to make the app easier for users to use.  It will be interesting to see what choices they make in order to appeal to users that are over 35.  The next year will be an interesting battle of the social apps; SnapChat, Instagram, Facebook, Twitter, and Linkedin.  That is a topic for other posts :-).  

Do you Drive or Guide?

 A driver gets you to the destination.  A guide enhances the journey to the destination.

A driver gets you to the destination.  A guide enhances the journey to the destination.

It is important to look at your processes from the customers point of view.  One thing that I always look for is are we DRIVING or are we GUIDING.  It may seem subtle, but it is important to understand which you are doing and which is appropriate for the situation.  In customer success there are times when you want to drive the customer to a solution.  This is commonly used with support requests.  The client would like to have the issue solved, they are unable to solve it on their own and they would like to know that you can take care of them.  I do a lot of work training new users on software and in that situation it is important to switch styles to a guide.  It is important that the client is an active participant and engaged in the journey.  

In your marketing funnel there are also times when you will want to drive and other times where it will be better to guide.  Outside the funnel you want to drive the user to your landing page and information.  Advertising and social content should drive users at the end into your solution.  Once engaged in your solution you want to switch to a guide so that users can see themselves or see their solution in your product or service.  Another example is when you are on initial calls or meetings.  It is important to drive the start to get to the the heart of their need/pain/problem and then smoothly segue to a guide so that you can uncover the specifics to that clients need/pain/problem and guide them through how your product/service can help them to have a better tomorrow with you.   

Set up your beta testing for success

Bringing early users into the beta version of your software can be stressfully fun.  User testing is always fun and working for years in the software industry they are always so insightful.  No matter how many times I have done it, I always get excited and a few butterflies.  Any release of software is taxing on your nerves.  It is the culmination of all your user stories, requirements and countless hours of development time.  The entire process needs to viewed from multiple perspectives.    

The Marketer Perspective

How will the impressions of this beta version affect the overall brand?  Remember there is no such thing as a neutral brand interaction.  You are either increasing or decreasing. How will the communications inbound and outbound be routed and measured?  If there are new automated messages that will be generated from the software it is important to make sure that your branding is consistent.  How does the new system exceed the original brand promise?  Of course, the new release is going to provide additional features and functionality but which ones matter most to which customers?  It is important to ensure that early users see the original brand value.  

The Customer Success Perspective 

Your customers are your most cherished assets.  If you are part of a larger organization that has the resources for a dedicated customer success team they must be involved in the plan and communications for all beta testing.  How will beta users be recruited?  Are you going to use customers only, non-customers, or a mix?  

The Development Perspective 

This is going to be the stress test for all the hours of programming.  Did we get the requirements right?  Even after a good QC review, users always have a tendency to find something.  How will the results be communicated back to development and what is the mechanism for tracking and prioritizing any feedback or bug discoveries?  

The Customer Perspective

A company that you use/buy from has invited you to join a beta group for their next release.  Why do you want to participate?  The new version will, of course, have additional power/features that the old version did not have, which ones mean the most to you?  When I say we need to look from the customer perspective, I mean that we need to bring the value to them out.  It is our job to remove as much friction from the process as possible (that is just good marketing right).  We need to "see" through the eyes of the customer (maybe through the eyes of each persona) what the value is to them.  

The Technology Perspective

There are two main categories of the technical perspective, the software itself and the research tools.  For the software, this is the system that your beta users will be using.  Because software is very specific I will not go into too much detail here.  Depending on how your system is deployed there are many metrics that you should know.  

Just like live software you will want to track.  You should have these stats for your current software so you should have a baseline to compare this beta group to.  

  • DAU - Daily Active Users
  • WAU - Weekly Active Users
  • MAU - Monthly Active Users
  • # New Accounts (this can be broken into new Orgs and Users if applicable)
  • Usage Metrics:  This can be the number of docs/projects/images/etc... that are created in total and how many the average user creates.  

The second category is the research tools that can provide a ton of insightful data.  I have been involved in several SaaS companies so Google Analytics is where all tracking starts.  For SPA (Single Page Applications) you can setup a google property for the sub-domain for the application and you can gather some good quantitative measures.  With Google you can easily setup multiple properties to track separately.  There are several session tracking tools on the market, some are free, some are paid.  There are enterprise systems from ClickTale and Loop11 that provide a ton of integrations and features.  One of the tools that I have used frequently is HotJar.  The team at HotJar have recently added the ability to have 'incoming' feedback from users which is a very nice addition.  HotJar allows you to record a sample of user sessions.  This lets you see through your user's eyes what your software is doing.  The recordings can then be shared with the development team to track bugs and/or user interface issues.  If you are following SCRUM, the information from the recordings provides the highly valuable user impact to the backlog issue and the development team can judge the number of points it will take to correct any issue.  

Finally, having the quantitative and qualitative data collection in place will provide you and your team with the best information to make tomorrow better than today.  

Top 5 Powerful Analytics KPIs

Top 5 Powerful Analytics KPIs

    Key Performance Indicators are important, and particularly important when performing text analytics with survey data.  When conducting text analytics it is important to know which KPI metric you are interested in.  There are many outputs when conducting text analytics and it is imported to have the output in mind before you begin.  The output from text analytics can be a coded list of topics with the frequency counts.  If the data is from hotel customers you may want to know how often customers mention; linens, comfort, TV, and room service.  Another objective that uses the same hotel data could be to understand if mentions of room service have an impact on NPS ratings?  Yet another KPI could be revenue.  The objective might be to explore the relationship between mentions of room service and how much a customer spends at our hotel.  In this example you are using the revenue amount as your KPI.  In this post we will discuss the five powerful KPIs that we see used frequently when conducing text analytics.   


KPI #5 is Sentiment analysis  

    Sentiment looks at the words and compares them to an established dictionary for what words are positive, which words are negative and which are neutral.  When using Sentiment as your KPI the analysis is focused on uncovering which words, combination of words and which topics are increasing or decreasing sentiment and by what amount.  Sentiment is one of the most popular KPIs in text analytics because it can be conducted on almost all unstructured text.  This makes it useful on social media data where structured variables are limited and sentiment can be used to enrich other metrics such as percentage of mentions and reach.  


KPI #4 is Customer Satisfaction Score or CSAT

    CSAT is a broad term that describes many different types of customer service survey questions. The goal of any CSAT score is to measure a customer’s satisfaction level with your company.  The scale for measuring CSAT isn’t strictly defined.  Some have it on a 5 position scale ranging from very unsatisfied to very satisfied.  Others use a score that is derived from calculating the number of happy customers divided by the number of customers asked.  


KPI #3 is Customer Effort Score or CES Score

    Customer Effort Score is a metric to measure customer service satisfaction with one single question. The belief is that service organizations create loyal customers by reducing customer effort.



KPI #2 is Net Promoter Score  

    The NPS score was created by Satmetrix in 2003.  The NPS question is “How likely is it that you would recommend [company X] to a friend or colleague?” and the answer is offered as an 11 point scale.  When consumers answer zero through six they are considered detractors.  Customers that answer with a seven or eight are passive and those that answer nine or ten are the promoters.  In the HBR article The One Number You Need to Grow, “By concentrating solely on those most enthusiastic about their rental experience, the company could focus on a key driver of profitable growth: customers who not only return to rent again but also recommend Enterprise to their friends.”  According to (the website run by Satmetrix) “More than a decade after it transformed the business world, NPS® still stands alone as the only customer experience that predicts business growth.”

There are some that are critical of and question the predictability of NPS. “To this date there is not a sigle scientific (peer reviewed) study supporting that NPS predicts growth. The study that was used to launch NPS in HBR is also flawed (and HBR is not a peer reviewed magazine)." - Sven-Tore Bengtsson (Source: Link

    When using NPS as your KPI you can explore what topics are driving up or down your NPS score.  Using the output to focus the team on what areas of focus will have an impact on the score that matters to you.  

KPI #1 is Revenue

    The KPI that is most sought after is of course revenue.  It is the R in ROI and if your data can link customer comments to the amount of revenue that is generated by a customer than your text analytics will be able to provide insights into what is driving actual customer spending.  We have a case study example on (here is the link: ).  The case goes into detail on how Jiffy Lube was able to perform such an analysis in order to better understand which customer comment topics were driving revenue.  


When performing text analytics it is important to know which KPIs are available for you to include in your analysis.  


  1. Sentiment Analysis - 
  2. Mining the Web for Feelings, Not Facts - 

Do you clean up your digital garbage?


Taking out the trash is a chore.  In our homes, we take out the garbage to keep a tidy home.  What about our digital garbage.  As you can see from the snippet, we are creating 2.5 billion gigabytes of data every day.  While this sounds like an amazing amount of information, I am wondering how much of it is crap.  When was the last time you cleaned up an old digital account?  Do you close your online account and delete the data or do you just move on?  When you no longer use an online account and then don't close the account or communicate to the vendor they are stuck with your digital trash.   

I got an email today from Optimum informing me of a change to their email system.  

Starting May 13, 2016, if you haven’t accessed your Optimum Online email account for 90 days, your email account and its contents will be permanently deleted and cannot be recovered. This change only impacts your Optimum Online email account. Your access to using your Optimum ID will not be affected.
— Optimum Customer Service Email

When you get cable internet or heck internet service from anyone these days they all offer a bunch of FREE email accounts.  The account was setup automatically and there was no way to deny it.  Now Cablevision/Optimum is stuck with all these user accounts and undoubtedly lots and lots of junk mail and spam that is filling up the unused accounts.  Bravo to Optimum for taking a step to clean up some of the digital garbage.  Can you think of one or two accounts that you don't use anymore?  Why not take a few minutes to go and delete those old accounts? 

Is your content strategy inaccessible?

Do you create hurdles for readers to jump through?

Is your content strategy inaccessible?  I don't know what some brands are thinking.  They post all over the social-sphere (Twitter, Facebook, LinkedIn) and then they pull the trigger on sponsored posts which simply means that they are paying to develop the content, then they are paying someone to blast post it, then they are paying the networks to extend the reach.  All of this is to do what?  Get me to click right?  Go and read what they have to say.  BUT when I do click (which they pay for), I am not taken to the content, I am taken to a SIGNUP page.  If I want to read their post I have to become a member.  

Lopsided Relationship from the start?

I have nothing against becoming a member, signing up for your updates or something, but this is the start of a relationship and you want my Name, Address, City, State, Zip, County, Email, Company, Title, Number of Employees before I can see if I even see this one post?!  Before I even know if I care what you have written.  That is very lopsided, I give you all my details, become a member of your list, have to fill out more forms if I ever want to get off your list and what do I get?  I get to read your post.

Do your tactics help or harm your strategy?

It is extremely important, in all areas, but specifically in the content space to test out the user experience.  If you tweet something, go to twitter click your own link and see what happens.  Then ask yourself, what would I do/provide/signup for to read this?