Webinar: Mobile Email Design & Intro to Mobile Optimized Templates

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Mobile Design Basics & Introduction to Mobile Optimized Templates March 13 th , 2014

description

Consumer mobility is ever changing. As an email marketer, you’re responsible for making design decisions that affect your subscribers’ ability to use and experience your emails. This webinar deck will help you get started, by sharing the top 5 things you need to remember for designing for mobile devices. It also includes an overview of our new mobile optimized templates, developed to help guide you through your mobile design journey.

Transcript of Webinar: Mobile Email Design & Intro to Mobile Optimized Templates

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Mobile Design Basics & Introduction to Mobile Optimized Templates

March 13th, 2014

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Speakers

Amanda MonroeDesign Consultant

[email protected]

@amandacloevius

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Speakers

Kim StrattonProduct Marketing Manager,

[email protected]

@KimLStratton

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rsModerator

Patty RaylSenior Global Instructional Designer

[email protected]

@pattyrayl

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Your active participation is encouraged. Here are some tools for you to use.

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Safe Harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statement concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new product and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our web hosting, breach of our security measures, the outcome of any litigations, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, or relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-alesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filing's section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered in time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward looking statements.

Safe Harbor

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Raise Your Hand….

Are you currently designing emails with the Mobile subscriber in mind?

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*Kleiner Perkins Caufield and Byers

Today’s inbox is:Frequented The average person checks their phone 150 times a day*

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***Return Path: Data from 3 million users May-June 2013

Today’s inbox is:Cluttered We receive 416 commercial messages a month (13/day)

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Today’s inbox is:InteractiveEmails are revealed in stages

From Name

Subject Line

Preheader

Pre-scroll Scrolling view Click through to siteInbox

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Mob

ile Des

ktop

Of those who opened on mobile, 13% clicked through.Of those who opened on desktop, 25% clicked through

ExactTarget primary research

Today’s inbox is:Shallow

Mobile openers click less than desktop openers.

Mobile is a barrier to clicking

ExactTarget primary research: one customer, 1m+ dataset

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For one retailer,

72% opened the email once.

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For one retailer,

81% clicked the email once.

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Working with TemplatesA modular approach to mobile email design

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Before we start:

Terms to Know1. Template: the blank shell that the email is built on

2. Modular Content: Chunks of content that can be stored separately and recombined in various iterations.

3. Content Areas: Empty area within template where text, links and images can be inserted.

4. Stored Content: Independently stored section of content with text, images and styling that will be placed inside of a Content Area.

5. Framework: all of the elements that holistically fit together to create your templates and emails

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Mobile-optimized email aims improve three areas:

1. Production EfficienciesIf emails are built on a modular framework, it can cut production time down

3. Performance MetricsA more legible email means content is magnified – if the content is relevant, metric lift will follow.

2. Brand ImpactBuild subscriber trust by respecting the viewing environments of users; give them a legible, usable, beautiful experience.

Mobile viewing is the largest disruption in email design today.

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ExactTarget Templates

Blocks of modular content turn into content areas, allowing basic editing of text and images in ExactTarget’s WYSIWYG content editor.

Content areas may be created and stored separately from a template, then dragged-and-dropped into the appropriate area of an email when needed.

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A Framework uses Modular Content

Template + Stored Content = Final Email

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A Framework is a Modular Approach

A framework is a standardized approach to designing and building email that creates both consistency and flexibility for your designers, developers & subscribers.

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ExactTarget Templates

Template Shell + Content Areas = Potential Templates

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A Modular Approach Allows for Dynamic Content

If gender = male, display Article 1

If gender = female, display Article 2

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Getting Started: Plan for Content

Create a Wireframe• Dissociate content from

visuals, focusing primarily on function

• Establish a content hierarchy • Ensure content structure

matches hierarchy before applying graphics

• Make iterating on the layout easier

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Getting Started: Define Variability

Defining a fixed number of variations for content blocks allows for the delivery of tailored experiences while controlling the impact on content creation time.

Content Inputs• Headline• Copy• Button• Image

Possible Content Formats

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Keys to Success: Style Guide

An email style guide establishes email standards for your brand for frequently used email elements.

• Present a cohesive brand

• Improve customer engagement

• Realize efficiencies in the email creation process

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Mobile Optimized Templates

Create your emails for mobile users

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Des

ktop

ExactTarget primary researchWhat are Mobile Optimized Templates?

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Des

ktop

ExactTarget primary researchBenefits of Mobile Optimized Templates• Ensure your emails render properly on a mobile device• Increase ROI and engage with mobile customers• Free

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Des

ktop

ExactTarget primary researchNew Mobile Optimized Templates• 13 Mobile Templates• Available in all email editions• New preview mode

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Mobile OptimizedTemplates

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Des

ktop

ExactTarget primary research

+25%Clicks

Post-redesign

Responsive Redesign

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Multi-Variant Testing

+10%Mobile clicksBoth responsive

solutions

Mobile-Aware(mobile-friendly,

design-only changes)

Responsive(fully responsive,

2 sets of graphics)

Responsive-AwareResponsive

header/footer, mobile-aware body

Winningsolution

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Email Design Tactics

Content strategy, legibility, touch, and context.

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Write Concisely and with Hierarchy in Mind

• Key subject line info should be in the first 35 characters.

• Preheaders can be around 80 characters, with the most important content first.

• Use a top-down content hierarchy.

• CTA language should be descriptive, value-oriented, and action-oriented.

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Mobile-First Content Strategy

1.Pull click overlays for a variety of sends from the same template

2.Prioritize content into top three clicks

3.Cut content that doesn’t get clicks

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Design Legibly

• Use 1-column for primary content

• Legibility is more important than length

• Top down hierarchy• Use contrasting color

to ensure readability across brightness levels

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Design Legibly

• Think BIG:• Full-width graphics• HTML text sizes should be

15px+ for body copy and 22px+ for headlines

• Go even larger when text is part of an image, to accommodate image scaling

• Place CTAs on the left side (ideal) or center

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Design Legibly with Images

• Images are more content-rich than text: use images to communicate your message

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Design for Touch

Make buttons “Tapworthy”• Size: keep buttons at least a 44px square for

easy tapping• Position: Keep links/buttons to the center or

left for ease of use – or full width!• Space: separate links to avoid touching two

links

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The context of apps:

Know what your users are doing when they’re not in your email.

Top 4 apps:

1. Google Maps

2. Facebook

3. YouTube

4. Google+(source: Mashable)

Email is part of a mobile ecosystem

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The context of apps:

Borrow usability elements from these commonly used apps

• Button treatments• Visual cues• Content layout patterns

Email is part of a mobile ecosystem

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Email is part of a mobile ecosystem.

The context of the email inbox:

The inbox frames your email

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Always view your emails in their natural habitat: the inbox

vs

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Mobile Email Design Basics: Lessons

1. Mobile email viewing is the new normal

2. Think of your emails as a framework of modular pieces

3. Write your content in a mobile-first way

4. Design legibly for small screens

5. Design buttons for touch

6. Understand the context of mobile viewing

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New Email Design Toolkit!

Proven tips and advice from our email experts on:

1.Email Design Basics

2.Email Coding Fundamentals

3.Data for Designers

Available March 18th!

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Questions?Please type them in the chat panel

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Interested in Additional Mobile Webinars?

March 19th – 2:00 pm EST 2014 Mobile Behavior ReportCombining mobile tracking and consumer date to build a powerful mobile strategy

http://www.exacttarget.com/resource-center/webinars

March 27th Advanced Responsive DesignDesign tips, code and data for better email design

Register:

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Resources

Training available in 3sixty• January Release Training• Getting Started with Email (Template lesson)

Design Blog• http://www.exacttarget.com/blog/category/e

mail/design-email/

Emails• Link to recorded training• Toolkits