Author: Franz Malten Buemann

  • Does every business need to automate marketing?

    As we work quite regularly with Pardot, we have decided to take it as an example for sharing some general misconceptions that lead to wrong expectations when companies choose a tool for automation. Generally, if a scaling plan is not considered, it would be extremely hard to generate benefits from any marketing tool. Unfortunately, you can’t upscale what doesn’t work. What are your thoughts?
    submitted by /u/v_moroz [link] [comments]

  • Three Habits of Highly Effective CX Leaders

    We hear much less often about efficient, satisfying service encounters. There just isn’t enough drama or scandal in those stories to captivate friends and strangers. That’s because good service is seamless, and it’s not always obvious why the experience went so well. But behind the scenes of every untold CX success is a leader who has put all the pieces in place. Let’s look at some best practices those leaders live by.
    They help agents reach their full potential.
    They give customers more agency.
    They turn insights into action.
    The most effective CX leaders not only implement advanced contact center reporting that provides a 360-degree analysis across all channels; they ensure that the analytics can be effectively used to guide customers and agents to the best outcomes. Full article: https://www.five9.com/blog/3-habits-of-highly-successful-cx
    submitted by /u/vesuvitas [link] [comments]

  • The Ultimate Guide to iPaaS (Integration Platform as a Service)

    You’ve likely heard of Software as a Service, or SaaS.
    A SaaS company sells software to a user as a subscription. Along with that subscription, the software company provides technical support, customer service, and upgrade options to maximize their customers’ ability to use their software.
    HubSpot is an example of a SaaS company. We sell (darn good) marketing, sales, and service software so you can use them to grow your business. But there’s just one problem …
    Over time, we’ve learned that things aren’t so linear and consumers rarely use just one software to satisfy all of their needs. Instead, they find a plugin here, some software there, and maybe even a widget until they have a smorgasbord of options that, together, create the perfect solution.
    Consumer expectations have changed — they want instant feedback, immediate solutions, and access to everything they need to solve their problems.
    From a business standpoint, it can be costly to add more tools to your existing software. An ever-increasing demand makes it hard to accommodate every customer need.

    Additionally, most software companies have segregated systems themselves, pulling in data from the cloud and on-site systems to complete their own stack. Ascend2 found that 57% of marketers recognize integrating disparate technologies as the biggest barrier to success.
    What happens when you have different systems operating on separate platforms that each play an integral role in your business? You become subject to data loss, disjointed information, and misalignment.
    Between consumer expectations and internal systems, we need to find a way to create a more frictionless experience.
    iPaaS is the solution.
    iPaaS is a platform that connects otherwise disjointed systems to deliver a unified solution to customers. It acts as a conduit for communication between multiple systems, allowing for integration and data sharing. As we deepen our cloud dependency, iPaaS becomes integral to nearly every business model.
    This guide will give you an overview of iPaaS, how it works, and its key benefits.

    Most companies run on various systems, especially between their sales, marketing, and service departments. iPaaS improves communication between different silos by integrating software to better share data within the organization.
    iPaaS also allows a company to expand its offering without the need to build out more services. Instead, it can integrate with another software that already provides that service and offer a unified, more robust solution to customers.
    For example, say you sell a scheduling software that helps hairstylists book, manage, and send appointment reminders to their clients. After developing your product, you realize that stylists also want their clients to be able to leave reviews and make payments through your software.
    To meet your customers’ needs, you could either build out and add these features to your product, or you could use iPaaS to connect your scheduling software to existing review and payment software. The latter approach allows you to save time and money while expanding your service offering and giving your clients what they want.
    This is just one of many potential iPaaS use cases to serve both customers and internal teams.
    How does iPaaS work?
    A software company will rely on iPaaS to supply the infrastructure for creating connections and deploying software applications within the cloud.
    The software company sets the parameters for the types of connections that are allowed on the platform. These parameters could be in the form of an application programming interface (API), prebuilt connectors, or some other rule.
    Once these rules are in place, iPaaS creates a central ecosystem to view, manage, and modify all data, infrastructure, and operations. This, in turn, allows entities to easily modify their product, share information, and provide solutions to their market.

    iPaaS-Related Terms to Know
    How do you distinguish between all service-oriented architecture (SOA)? Let’s cover the common cloud-based service business models out there to help you get a better grasp on what makes iPaaS unique.
    Platform
    A platform is the centralized component of all connections. HubSpot’s VP of Platform Ecosystem Scott Brinker defines a platform as a “hub, with spokes connecting other products to its center. The hub binds those disparate products together and orchestrates them in a common mission.”
    Integration Platform
    An integration platform creates connections between different applications and systems. This type of platform creates an environment for engineers to build upon.
    Platform as a Service (PaaS)
    A PaaS is a platform where the provider houses all of the elements that users need to deploy a particular software. Those elements include the servers, network, memory, database, and operating system.
    Software
    Software is a program that performs a specific set of tasks for a user.
    Software as a Service (SaaS)
    SaaS is a system where a user is provided with software to use on-demand. All maintenance, hosting, and deployment of that software is the responsibility of the software provider.
    Integration as a Service (IaaS)
    IaaS is a cloud-based model that allows for data integration between systems and third-party vendors. IaaS keeps all connected parties from having to create complex interdependencies and minimizes delays in data sharing.
    Electronic Service Bus (ESB)
    Electronic Service Bus is not denoted “as a service,” but it could be considered a predecessor of iPaaS. An ESB is a middleware tool, which means that it works between applications the same way an iPaaS does. While iPaaS focuses on integration, an ESB has two functions: integrating and distributing data and messages.
    Since ESBs were created before the cloud, they operate on-premises. They are still a reliable option for legacy systems.

    iPaaS vs. PaaS
    Although iPaaS and PaaS are only one letter apart, their functionalities are completely different.
    A PaaS is basically a toolbox with generic features that developers can use to build their own applications.
    PaaS supports different aspects of an application. Next to the development tools, PaaS vendors provide operating systems, business analytics, storage options, and data management solutions. With this last option, your developers might be able to build data integrations without too much hassle. Usually, companies working with this type of vendor are medium-sized enterprises.
    Smaller businesses working with different applications will need an iPaaS at some point. The main reason is that those applications are not created by the same vendors. They are not connected natively, while the applications built on a PaaS usually live within the same environment.
    Like PaaS, some iPaaS providers offer a very complete set of features. The difference is that those features are exclusively focused on integration.
    Last but not least, to work with PaaS, you’ll need a team of developers. On the other hand, iPaaS tools are usually created so that anyone in any team can create an integration with no coding required.

    iPaaS vs. ESB
    ESB and iPaaS are bridges between two applications, but they offer completely different solutions. The first distinction is that an ESB works on-premises, while iPaaS are cloud-based solutions. That doesn’t mean that an ESB won’t be able to integrate with a cloud application, but it makes the connection less viable.
    Scalability is also different for ESB and iPaaS. In a company using iPaaS, integrating new applications is easy. iPaaS usually allows you to create as many connections as you want between the hundreds of applications they support. However, in a company working with ESB, it can take months to implement a new app.
    Another variable to consider is multitenancy. This concept refers to the possibility of having several users accessing the same software. iPaaS and other cloud-based software usually support multitenancy. On the other hand, considering that ESB requires a piece of hardware to operate, multitenancy is very hard to guarantee.

    Benefits of iPaaS
    The rise of SaaS over the past two decades created a gap in the ecosystem that needed to be filled. That gap — the need for more integrated systems — has only become more apparent. iPaaS arose out of a need for an organized solution for deploying quick and seamless cloud-based solutions.
    You can think about the benefits of iPaaS as two-fold: benefits to the company that employs iPaaS (internal) and benefits to the customers of the company that employs iPaas (external).
    External Benefits
    Software companies that employ iPaaS technology as part of their offering to consumers reap benefits from increased customer satisfaction. Consumers benefit from iPaaS in a number of ways.
    A Single Solution
    Instead of piecing together separate software to solve their needs, consumers can use a platform that connects to all of their software in one convenient cloud-based location, thereby eliminating the need to source and deploy their technology in different environments.
    Organized Data
    Consumers can access all of their data in one place and set rules for how that data is organized and accessed. So, while they’re working with different systems, all of those systems will render data in an easy-to-interpret manner. All of this makes data analysis, interpretation, and application easier and more accurate.
    Improved Communication
    One platform means a single source of truth. Data is being shared within the same ecosystem so no important information is lost and everyone has the same access, which leaves less room for misinterpretation.
    Better Workflow
    Less time switching between tools means more time for work and a central place where all of that work is done. A platform creates a more efficient environment for team dynamics and workflows.
    Internal Benefits
    Consumers aren’t the only ones who need integrated solutions. Companies also use disparate tools to run their businesses — think email providers, marketing software, document sharing, the list goes on. iPaaS brings these tools together to increase internal efficiency and improve workflows.
    Here are some of the internal benefits of iPaaS.
    Eliminate Silos
    Third-party integrations can be created and deployed in various environments. This might not be an issue when there are only a few connections, however, as a company develops its offerings to become a more robust entity, integrations can become scattered, creating a mess where information is hidden from view or difficult to access and preventing a business from realizing critical insights.
    Real-Time Processing
    iPaaS allows for real-time data sharing and processing thereby eliminating delays in access and providing a quick and accessible solution.
    Increased Efficiency
    iPaaS mitigates confusion, data loss, and inconsistencies by creating a centralized system for the management of all parties involved.
    Centralized Management
    iPaaS creates a single, virtual view for managing all connections across the platform. Instead of having one individual or team manage different integrations, all of them can be accessed from a single console.
    Multitenancy
    Typically, each tenant that calls upon software requires its own instance. Similar to how every person on a call needs their own phone connection, an instance is created each time someone accesses the software. iPaaS allows for shared instances among tenants, eliminating overload, reducing costs, and increasing the speed of use.
    Improved Security and Compliance
    Security threats are inevitable in any environment, especially the cloud. iPaaS solutions offer fraud detection and intruder alerts. But the real benefit is that a centralized platform makes it easier to see where these threats are and respond adequately. In addition, a platform makes regulation compliance simple by implementing changes in a single environment.
    Gartner iPaaS Magic Quadrant
    Being that iPaaS is a newer technology, we look to objective opinions to check the validity, safety, and potential longevity of iPaaS vendors. Gartner iPaaS Magic Quadrant is that resource.
    Gartner is an IT consulting firm and trusted resource for objective, qualitative industry research. According to Gartner, “Magic Quadrants offer visual snapshots, in-depth analyses and actionable advice that provide insight into a market’s direction, maturity, and participants.”
    The Gartner Magic Quadrant for Enterprise Integration as a Service looks at several iPaaS vendors in the space and details the strengths and cautions of each provider. It compares vendors like Boomi, Jitterbit, MuleSoft, Oracle, and SAP among several others to provide an objective view on the iPaaS environment and to give readers perspective on which solution would best fit their needs.

    iPaaS Integration: Best Practices
    iPaaS is an outstanding solution to integrate your business’s technology ecosystem and to enhance its data flow. In order to get the most out of it, make sure to follow these best practices:
    Have a data integration plan before implementing an iPaaS solution.
    It’s crucial to decide on a sound data integration plan before you begin syncing your data between multiple apps. For your plan to be successful, you need to:

    Define the goals you want to achieve with data integration. For example, you may want to integrate internal business data to have a holistic view of your business and build better analytics reports. Or you might want to integrate customer data from different applications to have a 360-degree view of your customers.

    Decide what kind of data you want to integrate. Once your data integration goals are set, you will have a much clearer idea of what kind of data you need to integrate. iPaaS platforms set algorithms to sync the same type of ‘object’ between apps. These objects can be names, emails, deals details, service tickets, etc. However, not every iPaaS can integrate all the objects of your apps. Determining which kind of data you need to integrate is key to decide which iPaaS to use.

    Find out where this data lives. In which applications are you storing this information? These are the tools you’ll want to integrate with iPaaS. For example, if you want to sync customer data, find out which applications are collecting it across your business.

    Figure out how the data should flow. Decide how the data needs to flow between your tools. You might need one-way, trigger-action data pushes, or you might need a real-time, two-way synchronization.

    Choose the right iPaaS solution for your business.
    Different iPaaS tools suit different purposes. There are iPaaS tools that work perfectly to automate workflows between several tools, such as Zapier.

    Once you’ve honed in on your integration needs, you’ll be in a better position to decide which iPaaS tool will work for you. Take time to research your options thoroughly and determine which tool is the best option to help you achieve your data integration goals. We’ve included a list of top iPaaS vendors to help you get started with your search.
    Set up your iPaaS tool properly.
    iPaaS solutions hold a multitude of possibilities. Most of them will allow you to get really specific in your integration. Features such as rules and field mappings enable you to decide which groups of data to share between applications (in case you don’t want to share your entire database). You can also pair different kinds of information between your tools.
    For example, you can add a “New Customer” label to certain contacts in your CRM to identify your newest customers. You can then sync this label into your email marketing tool and automatically enroll these new customers in an onboarding email sequence that sends them all necessary resources, useful links, and who to contact within your organization if they have any questions or issues.
    Manage your data.
    While iPaaS will do a lot of the work for you when it comes to data management, it’s still important to manually check in on your databases every so often.
    This includes making sure your data is rid of duplicates, cleaning up invalid contact details, keeping your data fresh and deleting outdated information, and implementing consistent, company-wide procedures for data entry and management.
    In addition, remember to check your syncs to make sure they are running smoothly and your data is flowing as it should.

    iPaaS Vendors
    iPaaS is a great solution to improve connection to and communication between all data and applications within your company. We’ve compiled this list of iPaaS vendors to help narrow your search for the perfect iPaaS partner. For more recommendations, see our full list of iPaas vendors.
    Workato
    Workato enables all your teams to create and easily maintain integrations between the different systems that power your business. This iPaaS solution comes equipped with 150,000+ “recipes” — or automated workflows that connect apps and complete tasks based on a combination of apps, triggers, and actions — so it’s easy to hit the ground running with out-of-the-box integrations.
    Dell Boomi
    Dell Boomi offers a complete iPaaS solution with application and data integration, workflow automation, application deployment, API design, and B2B management all within a single master hub.
    Informatica
    Informatica boasts customer loyalty and top-ranked iPaaS provider as their main advantages over other solutions. With a nod from Gartner and over seven thousand customers worldwide, the iPaaS vendor holds a top spot in the industry.
    Celigo
    Celigo offers an iPaaS solution that can handle everything from simple FTP integrations to complex integration needs. In addition, Celigo’s application marketplace features vetted apps that solve for a multitude of business needs.
    Jitterbit
    Jitterbit understands the stress of building APIs between on-premise and cloud-based systems. The company has done well to empathize with businesses that lack the resources to build these integrations on their own and offers quick integrations with their platform as a result.
    Blendr.io
    Blendr.io offers a low-code visual builder to create complex enterprise-grade or standardized self-service integrations. In addition, Blendr.io provides a set of features to embed integrations into the UI of other SaaS platforms.
    Mulesoft
    Mulesoft offers cloud integration through its product called “CloudHub.” This solution offers multitenancy for integrations and API. The solution allows for deployment in eight different regions around the world, a number of workers, and out-of-the-box cloud security, and compliance. It also offers insights based on various metrics.
    Zapier
    Zapier is a well-known solution for connecting apps, automating workflows, and sharing data between otherwise disjointed systems.
    iPaaS providers don’t stop there. You can view and compare dozens of vendors through a bit of research. Otherwise, Gartner has already done the work for you.
    Get Integrated
    As we continue to move towards cloud-based options, iPaaS becomes the most viable solution to eliminate the friction associated with disparate systems, and for connecting all applications and data between your organization and third parties. A single source that connects all of the systems we use to grow our businesses is an important step toward growing better. When we’re connected and in-sync, we can go further together.
    Editor’s note: This post was originally published in July 2020 and has been updated for comprehensiveness.

  • Communication with customers: Five essential factors

    Have you ever observed communication with customers as an outsider? If yes, you are aware of the enormous impact communication has on the overall business performance. Effective communication is doubtlessly at the centre of a memorable customer experience. If a company fails even once to deliver a positive experience, there is a risk of losing…
    The post Communication with customers: Five essential factors appeared first on Customer Experience Magazine.

  • 5 Best Practices for Training Remote Call Center Agents

    Regardless of your industry, providing ongoing training opportunities can mean the difference between finding lasting employees and experiencing high turnover rates.
    The 2019 LinkedIn Workforce Learning Report states that 94% of employees polled would remain with an organization longer if there were learning opportunities available. The proof is in the statistics — a proper training strategy leads to more engaged employees.
    How to Foster Agent Engagement in a Hybrid Contact Center
    Now that a large percentage of customer service agents are working remotely, it’s never been more important to ensure you have a solid training system in place. When employees are far apart, proper training tools can drive employee engagement and help ensure everyone is on the same page.

    According to @LinkedIn, 94% of employees would stay with their organization longer if there were learning opportunities available. The proof is in the statistics—proper training leads to more engaged #CallCenter agents. #EmployeeEngagement…Click To Tweet

    What are some common challenges that come with training remote agents?
    Communication is the main sore spot when it comes to implementing remote training. For example, if technology is limited and doesn’t allow for group meetings or video conferencing, the transition to online training will be very bumpy. Even if a call center is properly equipped for remote work, it’s more difficult for agents to get facetime with management when issues arise simply because they can’t just walk over to their desk and ask for help.
    Working in a hectic environment can also be a major hurdle to the success of agents in remote training situations. Distractions like family members, pets and other facets of home life can lead to improper training, especially if the employee is a new hire.
    Though remote training does have its downsides, there are a few things you can do to remove some of the roadblocks. We’ve put together our top 5 best practices for training remote agents to help you out.
    1. Create a standardized virtual training program.
    A training strategy that stays consistent from one call center agent to another will ensure everyone is being taught the same information and protocols from the get-go.
    Start by writing a comprehensive list of the tasks that need to be trained. It’s a good idea to loop in your HR department at this phase as well to have them provide you with their own items and look over your list once it’s complete. Your next step is to flesh out the content for each of these tasks. Be sure to mix up the media and training techniques involved – resources may include any of the following:

    Live and recorded webinars.
    One-pagers or info sheets.
    Quizzes or self-examinations.
    Videos.
    PowerPoint presentations.
    Virtual group training sessions.
    Virtual individual training sessions.
    Virtual workshops.

    15 Powerful Call Center Training Methods
    2. Store all of your training materials on the cloud.
    If you host your resources in one central database, it’s simple for remote agents to take training into their own hands. It’ll empower employees to seek out their own training opportunities and streamline the onboarding for call center managers.
    Cloud-based services make storing and sharing data simple. Your information will be stored online as opposed to locally on a computer, so you can easily share training resources with anyone from your organization in an instant. End-to-end encryption keeps your data secure, and you can grant role-based access to specific information, preventing private files from entering the wrong hands.
    Fonolo uses cloud-based technology to keep our service as flexible as possible. It can scale with your virtual call center and ensures strict data security for the privacy of your agents and call center customers.
    Yes, You Can Add Cloud-Based Call-Backs to Your Contact Center without Security Risk
    3. Focus on fostering employee engagement.
    Statistics say that highly engaged employees are 87% less likely to quit their job than disengaged employees. It’s a pretty safe bet that if your agents feel aligned with company values and are recognized for their hard work, they’ll stick around for years to come.
    Driving virtual engagement can be tricky, as agents who work from home are not surrounded by peers they can quickly tap into for assistance. It’s important that you encourage staff to make and maintain connections on their team and find ways to help agents stay engaged in their daily tasks. Here are some ways you can drive engagement through training:

    Schedule remote one-on-ones between long-standing agents and new hires to ensure they have the chance to meet and form a connection.
    Plan daily virtual check-ins for the first few weeks of a new hire’s training so they’re clear on their to-dos. Then, monthly or bi-monthly check-ins with long-standing team members will help you monitor their performance and happiness.
    Have your team send bi-weekly email updates that include their recent achievements. Even small wins like helping a colleague with a phone call should be celebrated.
    Set individual monthly goals to keep employees on track. When a goal is reached, always recognize the hard work that went into achieving it. If agents are struggling to reach their goals, figure out solutions together so they feel supported and like they’re being set up for success.

    5 Incentives for Call Center Agent Engagement
    4. Opt for efficient remote call center technology.
    Remote agents have a lot to take care of in their day-to-day, so it’s essential that your virtual call center is equipped with technology that can give agents some breathing room. Call-backs help manage inbound call volume, alleviating stress from agents during peak periods. If your staff feels like their workload is manageable, it’ll help keep burnout at bay, leaving agents with some more mental capacity to engage in training sessions.
    How Your Call Center Can Overcome Agent Burnout
    On top of regular goal setting and check-ins, keeping an eye on your agents’ metrics can help you monitor if their training is setting them up for success. Be sure to opt for reporting software that provides real-time stats and historical data via cloud-based technology, so you can take a peek at the numbers whenever you need to.
    5. Ensure your training strategy evolves with your contact center.
    Virtual call centers are always changing. Whether the company is expanding, upgrading to new technology, or setting goals to improve metrics, there’s a good chance that shifts will be made over time.
    Every 5–6 months, look over your training materials to ensure the content is still correct and relevant. Letting training resources go stale can hinder employee growth and lead to poor job performance.

    You can be sure your #contactcenter is always changing. Every 5–6 months, look over your training materials to ensure the content is still correct and relevant. #CallCenter #TrainingTipsClick To Tweet

    Though pivoting to remote training may seem a bit daunting at the start, a virtual development strategy has so many benefits:

    Remote training tools allow staff to learn at their own pace, increasing the likelihood of them retaining the information.
    Giving everyone access to the same tools streamlines the process for agents and management alike.
    Pre-recorded content offers staff the chance to tune in to webinars, videos, presentations, and working sessions at any time — no matter where they are
    The post Blog first appeared on Fonolo.

  • The specific yes and the meandering no

    When a change arrives, some people embrace it. And because it’s new, they have to be specific about why. They can talk clearly about the benefits it offers and why they feel drawn to the change it can produce.

    But many people don’t embrace the change. And more often than not, their objections are diffuse. They change their story over time, sometimes within the same conversation. When one objection is overcome, they switch to another one. They embrace mutually exclusive arguments and generally appear vague in their discomfort.

    That’s because the people who say yes are seeing and embracing what’s possible.

    There are definitely specific nos as well. People who have considered the details and implications of a new technology or cultural shift and then declined to use it.

    But that’s not a meandering no.

    While some people reject a new idea simply because it doesn’t work for them, often the people who are saying no are afraid. They’re afraid of what change may bring, and they’re not sure they trust the innovation and the system enough to go forward. But we’ve been conditioned to avoid saying, “I’m afraid,” so if we’re uninformed and afraid, we make up objections instead. And even add angry bravado to our objections, simply as a way of hiding what’s really going on.

    A meandering no doesn’t turn into a yes because someone with a good idea listened very carefully to every spoken objection and rationally and clearly countered it. Because the objections aren’t real, and the naysayer isn’t listening very hard to the responses.

    Instead, the culture changes when a combination of two things happens:

    Lived experiences help people actually learn the truth about what they’ve been resisting.
    The culture shifts and now it’s scarier to stay still than it is to join in with what is clearly working.

    The last fifty years of technology adoption show that this happens every single time a shift spreads across the culture. Every time.

  • Your Step-By-Step Guide For Writing A Blog Post

    It’s never too late to step up your blogging game. Blog posts help bring more traffic to your website and generate new leads. They also help you establish authority within your industry. This explains why 86% of content marketers use blogs as part of their strategy. Whether you’re just getting started with blogging or are…
    The post Your Step-By-Step Guide For Writing A Blog Post appeared first on Benchmark Email.

  • What Is a Landing Page? All Your Questions, Answered

    If you could do one thing to dramatically improve your marketing ROI today, what would it be? If your answer was “use landing pages to convert new leads” I’d have to agree with you — here’s why.
    Nearly 1 in 10 people who make it to a landing page will become potential customers or leads. If you’re new to the world of converting web traffic, that number might not seem impressive, but when you do the math, there’s reason to believe that 1,000 people could become leads on your landing page if 10,000 people visit it.
    That’s a lot of leads for most small-to-medium-sized businesses. Let’s look at exactly what a landing page is and how having one (or more) can help you see results like this.

    Generating leads for your business is a necessary part of your marketing campaign, and there are several ways to do it: through social media, content marketing, paid ads — the list goes on. With each digital campaign you run — no matter what channel you use — the people you’re targeting won’t convert themselves into potential customers. To do that, you’ll need a quality landing page that’s built specifically to convert those visitors. If you don’t have at least a few landing pages on your website, you’re missing out on opportunities to turn these individuals into paying customers down the line.
    Today, we’ll explore the myriad of benefits that come with landing pages and how you might use one to reach your business goals.

    Types of Landing Page Offers
    Landing pages have a sole purpose: to convert leads for your business. However, you can target those leads using a specific content offer on each landing page.
    Here are the types of content offers you can add to a landing page to convert visitors into leads:
    1. Ebooks and Whitepapers
    If you’ve written a blog post that introduces a topic your audience wants to learn about, you can satisfy their interest in that topic by elaborating on the subject in an ebook or whitepaper. Using a landing page, you can “gate” this resource behind a lead-capture form. Once your visitors complete the form, they’ll be able to access the content.

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    2. Email Newsletter Subscription
    Let’s say you write a lot of blog content on a similar topic. Sure, you can develop an ebook or whitepaper that elaborates on specific details, but you can also offer your readers an email newsletter they can subscribe to for the latest content on that topic. On various blog posts, use a call-to-action (CTA) to invite readers to subscribe to your blog. This CTA can link to a separate landing page where they can sign up for your email list.

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    3. Online Course Enrollment
    Whether you’re in the education industry or you offer various skill-based certifications to your audience, online courses should have their own landing pages, too. Using these pages, you can invite new students to sign up for a class you offer. This type of content adds value to the client’s experience — they’ll have more access to you through a private channel like email to discuss the course content and get feedback on their progress.

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    4. Event Registration
    Similar to online courses, events require you to collect information on your audience so they can receive updates leading up to the occasion. An event, as well as its various sessions and keynotes, can have its own individual landing pages to turn interested prospects into event attendees and leads.
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    5. Free Trial
    Are you offering a free demo of your product? Your demo offering could use its own landing page. Bring users to a page where they can sign up for a free trial of your software using their name, email address, job title, and any other information you deem necessary to give them the best customer experience.
    Don’t forget to follow up with these leads — they’ve already demonstrated an interest in what you sell based on your landing page, so make sure your sales team closes the deal.

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    6. Community Membership
    If your business thrives on building community among customers — perhaps you should have a website dedicated to dialogue between users. You can do this by creating a landing page that lets website visitors sign up to become a bigger part of your business. There’s no harm in making it invitation-only either — in fact, it’s a great way to try your hand at relationship marketing to close these deals.

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    7. App Download
    Developing a mobile app for your product doesn’t just improve your customer experience — it also gives your business another avenue to capture leads. A lead-optimized landing page that invites users to download an app is quite common. On the analytics side, you can use both Google Analytics to capture insights about who is visiting the landing page and downloading the app, then use that data to make your landing page even more effective.

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    The Benefits of a Landing Page
    The benefits of building a landing page for each of your marketing campaigns or content offers are endless. In this section, we dive into detail about seven factors that make this lead generation tool indispensable.
    1. Landing pages aim to increase conversions.
    Having a targeted page that directly ties back to an offer or next step is critical to providing value upfront. This can also encourage new site visitors to provide their information in exchange for an immediate, tangible reward.
    For instance, let’s say you’ve landed on a business’s website and you’re immediately greeted with a pop-up form asking for your name and email. That’s a bit jarring before you even know what the company is about, isn’t it?
    Alternatively, imagine you’ve found a business’s free ebook on social media, which outlines ten immediate solutions to your problem. I’m willing to bet you’re more likely to provide your name and email for that valuable content, right?
    Many companies send their advertising, email, or social media traffic to their homepage. This is a huge missed opportunity. When you know a stream of targeted traffic will be coming to your website, you can increase the likelihood of converting that traffic into leads by using a targeted landing page.
    For instance, those users who convert on your social media ebook landing page are clearly interested in social media. To further nurture those leads, you might follow up with a personalized email, detailing additional content you can provide related to social media.
    2. Landing pages can provide additional insights into your target audience.
    By creating various landing pages with segmented offers, you can track which topics convert at the highest rate. This can give you valuable insights into your audience’s interests.
    You could use the data you collect from your landing pages to create a more targeted, personalized marketing strategy. Plus, landing pages don’t just tell you which content your audience likes best — they also tell you which channels your leads prefer. This can enable your marketing team to refine the strategy further, promoting content and engaging with your audience on the channel(s) they’re already using.
    For example, let’s say you notice your landing pages related to ecommerce perform exceptionally well, and most of those users find your landing page from your paid ads on Facebook and LinkedIn. This information can help you target future campaigns primarily towards your social audience. You would also have a basis for incorporating additional ecommerce content into your marketing strategy as a whole.
    3. Landing pages can grow your email subscriber list.
    In exchange for the content offered on your landing page, you’ll typically ask users to provide their email and name. This can help you quickly grow your email subscriber list, and segment that list to provide more personalized follow-up emails.
    People who’ve filled out a form in exchange for content or information on your product or service have shown an interest in what you have to offer. This ensures your subscriber list is filled with potentially high-quality leads.
    Consider how you might further nurture them by sending a “Thank you” email after they download your landing page offer, with additional resources related to the content in which they’ve shown interest.
    4. Landing pages are testable.
    A landing page is a fantastic opportunity to get creative and test out various designs to determine which visuals and copy perform best with your target audience. Additionally, it’s often lower risk to test out a new landing page, rather than making major design changes to your entire blog or website infrastructure.
    For instance, AJ Beltis, HubSpot’s Content & Acquisition Manager, told me, “If you’re using a content management system with a built-in A/B testing tool (like HubSpot), you can easily set up and run a test to see which copy, design, imagery, and page elements yield a stronger conversion rate. This means you can quickly uncover new ways to drive more leads and contacts for your business.”
    5. Landing pages allow you to measure metrics directly tied to business goals.
    If you’ve created a specific landing page to market your new product or service, you can then use that landing page to measure metrics directly tied to your business goals.
    For instance, let’s say your marketing team is tasked with increasing sales for your new email tool. To accomplish this, your team creates a campaign with a landing page offering a free demo of your tool.
    You might measure conversion metrics on that landing page to determine how well your campaign is performing, or whether you need to make tweaks to communicate the true value of your new product. Additionally, you can measure which sites drive the highest conversions to your landing page, and put more resources into marketing your email tool on those sites — or social media apps — in particular.
    6. Landing pages add context to your offer.
    AJ Beltis told me one of the biggest benefits of a landing page is the opportunity to add context to your marketing offer. “Marketers feel motivated to bypass the landing page process and skip right to the conversion by encouraging form fills in other methods, such as through a chatbot,” Beltis told me.
    Beltis adds, “However, this process eliminates the opportunity to add more context to what it is you’re offering. Imagery and essential information that can only be shared with a landing page provide content to those who need it before they decide to convert.”
    7. Landing pages increase brand value and help make a good first impression.
    Ultimately, a sleek, well-designed landing page can impress new visitors and turn them into leads by demonstrating the valuable content your company can deliver. A landing page is space you can use to tell your visitors what you’re offering, and how it can positively impact them. Even if a viewer doesn’t immediately convert, a well-designed landing page can increase brand recognition and help nurture leads for future sales.
    For instance, take a look at this impressive landing page created by Talisker, a whisky brand. Using Ceros’ landing page product to design an immersive experience, Talisker is demonstrating brand value and, ideally, making a fantastic first impression on new visitors.
    This is proof that a landing page doesn’t have to be boring — in fact, it shouldn’t be. Take the time to create an engaging, interactive, interesting landing page that communicates the value of your brand.
    Best Practices for Creating a Landing Page
    1. Find a landing page builder.
    To create a landing page, you’ll want to start by exploring landing page builders — unless, of course, you’re using a content management system that already provides landing page templates, like HubSpot. Look for a landing page builder that is intuitive and simple to use, this way you’ll have a shorter learning curve and will be able to produce landing pages quickly. I recommend drag-and-drop style builders — they’re awesome for speeding up your workflow.
    2. Use landing page templates.
    Once you’ve determined the right software to build your landing page, get inspired with some landing page templates. You might also use this as an opportunity to take AJ’s advice above and A/B test two different designs to explore which design elements result in the highest conversions.
    3. Communicate value.
    Additionally, it’s critical any landing page you design effectively communicates the value you’re providing visitors in exchange for contact information. And, of course, you’ll want to include a form that visitors will fill out in exchange for the offer you’re promoting on your landing page.
    To learn more about how to create a landing page in detail, take a look at How to Create a Landing Page: The Simple Step-by-Step Guide.
    What makes a landing page effective?
    Here’s the thing, a good landing page is the equivalent of a baseball mitt — it catches the traffic that your marketing campaign pitches to the audience. This means that the landing page you create should be specific to the type of traffic that it’ll be catching. For example, if your marketing campaign features an ebook, your landing page should also mention the ebook. It’ll be even better if the ebook is the only content offer mentioned on the landing page. This ensures people won’t become confused about what they’re going to receive when they share their contact information.
    Because the landing page is targeting only the people who are (presumably) interested in this ebook, and because this ebook has exclusive information that elaborates on a topic your audience cares about, you can convert a higher percentage of your website visitors into leads, whom you can then follow up with using a lead nurture campaign.
    Ready to create your first landing page, or improve on a landing page you already have? Here are some of the most important elements you’ll want to implement to ensure your landing page is moving your business closer to its goals:
    1. Intuitive Navigation
    You’ve brought your targeted traffic to a page where they can take your desired action. Don’t distract them! Limit the number of exits from your landing page so that your visitors are focused on filling out your form. A key part of this is to remove the website navigation elements on landing pages. This helps put the focus back on the content you’re offering.
    See how the landing page below does this — aside from the HubSpot logo, there are no navigation buttons to confuse or distract visitors.

    2. Sharing Options
    Tap into the largest community of your best (and free) marketers: your audience. Add share links to your landing page to encourage your website visitors to share your content with their audiences.
    3. Valuable Content Offers
    First and foremost, if you have a valuable offer, your visitors will give up their contact information in exchange for your offer. Ask yourself whether your offer is compelling to your audience and make sure your landing page demonstrates that value.
    One way to ensure your landing page adds value is to show your audience the content they’re going to receive — directly on the page. See how this can look in the example landing page below.

    4. Succinct Copy and Lead Forms
    The longer your landing page and form, the more friction you add to the lead-generation process. Keeping your lead form short and straightforward will increase your conversion rate.
    Here’s a tip: Put as many contact fields as you can on the same line. Shortening the height of your lead-capture form helps you limit the more trivial fields you might be tempted to include, and prevents your landing page visitors from getting spooked by a form that’s asking too much of them. As shown below, sometimes all you need is a first and last name, followed by an email address.

    5. Focused Communication
    You might be tempted to create a catch-all landing page that mentions your online course, email newsletter, ebook, and every other content offer you’re promoting. However, this is not ideal.
    The people who visit your landing page should be looking for one particular offer and this offer should match the communication they saw right before they clicked your landing page link. Did you share a social media post about your latest free email template? If so, that’s exactly what your landing page should communicate. Use the headline to grab the reader’s attention and let them know “Hey! You’re in the right place to download that free email template.” The imagery of the template and a few bullet points about the benefits of it will help communicate this point, too.
    6. Tracking and Analytics
    It’s one thing to know how many visits your landing page received. It’s another to know where those visitors came from.
    You’ll need to know this information so that you can optimize your marketing campaign to generate more leads. If email marketing is generating more clicks to your landing page than the search engines, then it’s a good idea to focus on email marketing tactics while you optimize your landing page for the search engines.
    UTM tracking parameters can help you uncover these insights, too. You can use tools like Google Analytics, Bit.ly, and HubSpot to create and track UTM parameters. Here’s a detailed guide on how to start using this tool.
    7. Constant Improvement
    As many best practices as you may read about online, your landing page can always use more testing and improvement. Make sure you have a landing page creation tool that allows you to create and test many different landing pages to see what works best for your business. Additionally, if you’re a HubSpot customer, consider some of the landing page tool integrations, such as briX.
    Gotta Catch ’em All
    You’ve spent weeks, months, or even an entire quarter developing the perfect marketing campaign and content offers to appeal to your buyer personas. Don’t let that hard work go to waste — remember, converting visitors to leads is your main goal. Building quality landing pages for each campaign or offer you create will be an important part of your lead generation strategy. Use the best practices in this article to build the perfect landing pages for your business and capture every lead you can.
    Editor’s note: This post was originally published in October 2020 and has been updated for comprehensiveness.

  • What Is Retargeting? How To Set Up an Ad Retargeting Campaign

    In college, I took an advertising class. It taught me what I needed to know about traditional advertising, but the social media portion wasn’t as expansive.
    When we covered Facebook Advertising, for example, I found it difficult to follow along with a lack of examples and the lofty overview of content. Because of that, I decided to look online for a deeper take on the subject.

    I ended up watching a video that covered a subject I’d struggled with in class — retargeting. The video gave an overview of the concept, then went in-depth about how that looks on Facebook with vibrant examples, really helping a visual learner like me.

     
    If you’ve never used retargeting before, don’t worry — in the following post, we’ll go through the basics of how retargeting works, explain how you can use it to support your larger marketing goals, and outline an example of a Facebook Ad retargeting campaign.
    How Retargeting Campaigns Work
    There are two main types of retargeting: pixel-based and list-based. The way each works is slightly different, and each has different advantages based on your campaign goals.
    Pixel-Based Retargeting
    Pixel-based retargeting is a way to re-display your material to any anonymous site visitor.
    This is probably the most common type of retargeting. When someone comes to your website, an unobtrusive piece of JavaScript (often referred to as a pixel) is placed on their browser — making their browser “cookie-d.” When they leave your site to surf the web, that cookie notifies retargeting platforms to serve specific ads based on the specific pages they visited on your website.
    The advantage of pixel-based retargeting is that it is timely (they can be retargeted pretty immediately after leaving your site), specific to a particular page on your site, and behavior-based. Downsides to this method are that there is a lower volume of people in the campaign at any given moment in time since it’s all based on how often people are coming to your website, viewing certain pages, and leaving. It also can be complicated or time-intensive to implement JavaScript on many website pages.
    List-Based Retargeting
    List-based retargeting works after you already have someone’s contact information in your database.
    You can also use lists of your existing contacts for certain types of retargeting ads. To do this, upload a list of the email addresses to a retargeting campaign (usually on a social network like Facebook or Twitter), and the platform will identify users on that network who have those addresses and serve retargeting ads just to them.
    Though it’s a little less common than pixel-based retargeting, list-based retargeting allows you to have highly customizable criteria for your ads because it’s based on more than behavior — you’re choosing who goes in which list.
    On the flip side, it’s possible that a person in your list gave you one email address and the social network another — and in that case, they won’t see your ads. Also keep in mind that because you are in charge of uploading and maintaining the list, list-based retargeting also is less automatic and timely than pixel-based retargeting.
    If you’ve ever heard of the term “retargeting,” it’s likely it was in comparison to remarketing. And while the two are often mistaken for each other, they do have differences. Let’s talk about when you would use either.
    Remarketing and retargeting are often confused with each other. Though they share similarities, retargeting allows you to reach new prospects with your ads, while remarketing focuses on re-sparking interest of your company to current or inactive old customers.
    A retargeted ad helps those who’ve never heard of your company understand how your product or service fits into their lifestyle or solves a potential problem. Retargeting helps you make the message more personal.
    When you analyze sales, you can determine what’s popular among the audiences you’re aiming to reach. For instance, if you find that a certain line of products perform really well among millennials, pull images of them into a carousel ad and use it to retarget customers. The personalization of a separate ad promoting a collection, aimed at a segment of your target market, is one example of how retargeting can be successful.
    Take this ad I saw today. Despite never having made a purchase from Nasty Gal, this ad showed up on my News Feed:

    This ad introduces Nasty Gal to new leads (like me) by giving an overview of diverse clothes that are popular among target audiences.
    It’s likely I saw this ad because I fit into Nasty Gal’s target audience set on Facebook, and because my previous behavior on the social channel involved looking for reviews of similar clothing retailers.
    On the other hand, to re-engage a lost or inactive customer, you might decide to use remarketing. This tactic aims to improve customer relationships by utilizing marketing tactics that
    Essentially, if you want to give customers an incentive to purchase again from your company, turn to remarketing.
    For customers that are already acquainted with your brand and have shown a need for your product, create a personalized message to reignite their interest. For example, if your company offers a membership, remarket to those whose memberships are expiring and are up for renewal. This email I received is an example:

    This marketing email not only served as a reminder to renew my subscription but was also Thrive Market’s way of reminding me about the benefits of being a member. In the email, I got to see how much I saved by using the grocery service, where my membership money was being spent, and was offered a special promotion to renew.
    Because I was already familiar with the brand, Thrive was able to use the email to add personal touches and provide a snapshot of what I can enjoy (again) as a member.
    Like retargeting, this tactic is successful when messages inspire action. The email’s CTAs, like “Browse our options here!” told me that I could peruse my options in one click, so I did. Use remarketing efforts to remind customers of the perks that come with shopping with your brand, like easy shopping access.
    Retargeting Ad Goals
    Now that we have the background for how retargeting works and the different types of audiences you can segment by, we can focus on goals. The main types of retargeting campaigns you should consider running are those for awareness and those for conversion.
    To generate awareness.
    Awareness campaigns are useful when you want to re-engage website visitors and tell them about relevant products, features, or announcements. These ads are usually served to pixel-based lists.
    The obvious drawback to awareness campaigns is that you’re serving less targeted content to people who haven’t engaged heavily with your brand. They’re not in your contacts database, and often, there are lower expected clickthrough rates than other types of campaigns.
    However, since the goal is to make prospects aware of your business, impressions and engagement are acceptable metrics to track. Often awareness campaigns are precursors to a much more effective campaign goal: conversions.
    To drive conversions.
    Conversion goals are just that — you want to get people to click on your ad and take a next step, such as filling out a landing page form. Conversion campaigns are best used to align a specific list with a clear next step in the flywheel, and can be measured with typical conversion metrics like website clicks, form submission, and cost-per-lead (CPL).
    The best thing about a conversion campaign is that you can use it for multiple parts of the flywheel. Pixel-based ads, for instance, generate leads and will direct people to landing pages where they can give over their information.
    List-based ads better qualify those leads. Ads will appear to contacts who gave you limited information and lead them to longer forms with additional fields.
    To complete the buyer’s journey.
    Additionally, retargeting can be used to move qualified leads to complete the buyer’s journey cycle. For example, you might use retargeting to send a list of contacts that have downloaded an ebook an invite to sign up for a free trial of your product. When they see how your tool can help them meet their goals, they may be inspired to become a paying customer.
    To increase customer lifetime value (CLTV).
    Customer lifetime value is the amount of money you can expect from a single customer throughout their entire relationship with your business. When using retargeting, customers are reminded of your brand and encouraged to continue making purchases. The more purchases they make, the higher their CLTV.
    To reduce cart abandonment.
    Cart abandonment is when a customer places something in their shopping cart in your online store, but leaves your website instead of checking out and making a payment. Retargeting can help you recover these customers that have abandoned their carts and serve as a reminder that the item they were interested in is still available and ready for purchase.
    To introduce new products.
    When you know that customers have visited your website, made a purchase, or shown general interest in your business, retargeting helps you share new products with them that align with their interests. When they see your ads, you can lead them directly back to your site to discover your new product and entice them to follow through with a purchase.
    Regardless of your goal, it is important to align the positioning, creative, and next step in the conversion process — whether that’s an offer landing page, site page, or request for more information — with your audience list.
    List-based retargeting can have low match rates (users synced with accounts on each platform, usually by email address), so make sure you’re fueling your retargeting activities with inbound content.
    Retargeting Platform and Tools
    Truthfully, you’ve got quite a few options for actually implementing your retargeting. Specific platforms like Facebook, Twitter, and LinkedIn offer native tools, and there are also tons of third-party platforms to do web and social retargeting, and we’ll recommend some below.
    SharpSpring Ads
    SharpSpring Ads, formerly Perfect Audience, is a retargeting tool that allows you to create dynamic retargeting ads and display them in newsfeeds, websites, and social media platforms for your audience members to see. You can measure the impact of your campaigns to ensure you’re on the right track, and use their powerful analytics to get up-to-date information on click through rate (CTR), revenue, and conversions.
    AdRoll
    AdRoll uses 10+ years of consumer data and behavior to help you create retargeting ads that are effective, relevant, and shown to your audience on the platforms they frequently use. If you’re a HubSpot user, AdRoll can integrate with Marketing Hub, helping you easily sync your existing contacts and create a list of targetable audience members.
    ReTargeter
    ReTargeter helps you create campaigns that are customized to your individual business needs and will help you stand out from your competitors. With this high-quality tool, you’ll be able to keep your business top of mind with your audience, wherever they spend time online.
    Criterio
    Criterio helps you retarget your audience through contextual retargeting, where they use commerce data from your existing customers to understand which channels have been successful in inspiring purchases in the past. Your ads are then placed in these same channels for users to see, as they have shown to be high-impact and effective.
    While email targeting can be effective, it’s important to note many of the other platforms that could also be beneficial. Although each platform you use to implement ads will be different, there are some advantages and disadvantages for choosing ones that serve up social media ads or elsewhere on the web.
    Social media retargeting often works well since people are more likely to share, reply, and discuss your content on one of these well-known platforms. They can also see the ads are posted from a real account, as opposed to a small web banner ad with little text that could be posted by anyone. That being said, web retargeting works well for impressions since the ads follow your targeted audience throughout the internet, not just on a few specific social media sites.
    What ad tracking method should you use to retarget people on social media who have visited your website?
    If you choose to use social media as your channel for retargeting those that have visited your website, the best ad tracking method to use is to use tracking pixels.
    As mentioned above, tracking pixels are pieces of code that collect information on the pages your users visit on your website. When they leave your site and go to a social media platform, they are retargeted with ads that are relevant to the pages they visit on your website.
    Want to see what setting up a remarketing campaign is like? We’ll walk through a step-by-step process for setting up a retargeting campaign on Facebook and measuring its success.
    Facebook Retargeting
    Facebook retargeting is no different from the other types of retargeting we’ve talked about — It helps you advertise to potential customers and lost leads. Facebook’s technology leverages data from different profiles to help you connect with the right audience. Data, like web behavior, is used to show your ads on the right news feeds.
    On Facebook, you have the advantage of its large audience. Coupled with the amount of data Facebook collects about its users, it’s highly likely that the leads you lost are seeing your ad. The website looks at the previous search history of users and pulls ads that are relevant.
    For example, every time I online shop for clothes and leave the site without making a purchase, the ads I see on Facebook are from the store I’d visited. If I were to use the search bar on the social media network, I would see similar results.
    To run a retargeting campaign on Facebook, you’ll set an ad campaign and choose your audience set — just like a regular campaign. The difference is this: In Ad Manager, you’ll toggle a switch that tells the website that the campaign is a retargeting one. That way, the software will know how to filter the right target market for your ad.
    For this example, we’ll pretend we’re setting up a remarketing campaign for HubSpot. To drive qualified leads to a free trial, we’ll set up a mock Facebook retargeting campaign for leads in our database who we know are interested in marketing automation. Here’s how we would set up that campaign.

    1. Create a list of existing contacts, or gather groups from pixel on your website.
    First, you’d need a list of leads to retarget. In your marketing software of choice, compile a list based on two criteria: lifecycle stage, interests based on the topic of their most recent download. If this list is sufficiently large, you can move on to the next step. If it’s not, you should revisit your segmentation properties and/or type of retargeting.
    2. Upload the list to Facebook’s Audience Manager.
    Once our list is processed, we can export the .CSV file and import it into Facebook’s Custom Audience manager to match email addresses with Facebook Profiles. (There are third-party platforms that also sync these lists on social media, so feel free to pick which upload/sync option works best for your company.)
    Select “Manage Your Ads” on Facebook’s advertising home page, click “Audiences” on the left toolbar. This will allow you to create a customer list by uploading a .CSV or .TXT file and options to sort by user ID, phone numbers, or emails.
    Give your list an appropriate name to easily find it later. Additionally, leave at least a few hours for it to populate. if you try to create an ad immediately, the audience may not be fully loaded.
    Aside from Facebook retargeting, Audience Manager will allow you to do standard targeting, which allows you to set demographic, geographic, and other audience targets for an ad — even without a retargeting list.
    3. Determine your destination URL.
    To create a new campaign on Facebook, hit the green “Create Ad” button in the top right of the ad platform home screen. This will prompt you to choose an objective for your campaign. Whatever option you select, include a UTM tracking code — a snippet of text added to the end of your URL — to help you track success and attribute clicks and conversions from your campaigns. For example, we would create a campaign called “Retargeting” and our URL for the free trial would look like:
    http://offers.hubspotm/free-trial?utm_campaign=retargeting&utm_medium=social&utm_source=facebook
    Once you create your URL, give your campaign a name. Keep similar names for your campaigns to make it easier to track if you have multiple running.
    4. Segment your ads.
    Select your custom audience and set the geographic location you want to target. The location is an “AND” setting, meaning if your list contains leads from all over the world and you only select “United States,” some people won’t be shown your ads.
    Depending on your buyer personas, you can also segment by interest, behaviors, age, and other demographic settings which can help ads become even more targeted. For conversion campaigns, you’re retargeting to a specific list of contacts already interested in your product, so including other Facebook categories might not make sense.
    5. Set your budget.
    Before even starting the campaign, have a set budget for paid tactics, broken out by channel. For Facebook campaigns, set a lifetime budget for the length of the campaign, then monitor and adjust accordingly. Most beginners should leave the bidding to “Optimize for Website Click.”
    You can also name your ad set at this stage, which is helpful if you’d like to differentiate lists, creative, budget, etc. for different ad sets in the same campaign (i.e. leading to the same page).
    6. Creating your ad.
    Each ad can have up to six images associated with it, so you can test which ones perform the best.Remember to be clear and concise with your positioning, and include relevant call-to-action buttons such as Shop Now, Learn more, Download, etc. on the bottom right of the ad.
    By default, ads are shown on mobile newsfeeds, on the right column on desktops, and in partner mobile apps. Depending on where you’d like your customers to see these campaigns, you may want to turn one or all of those options off to only display in the desktop News Feed.
    Some important details on Facebook ads:

    Image size is 1080 x 1080 pixels.
    Text can be used in headlines, but there are character limits depending on ad type.
    Under “Advanced Options” you can write a News Feed link description to better explain your ad and give context to users.

    Once you have everything set up, go ahead and click the “Publish” button in the bottom right of the screen.
    7. Tracking your progress.
    Congratulations, you’ve now created a conversion-based retargeting ad on Facebook! Now you can track website clicks, reach, CTR, CPC, and total spend to match them up to your initial goals.
    You can get a glance of how your Facebook retargeting campaigns are doing by going to your Facebook Advertising home page. If you want to dive further into the ad’s metrics, you can go into the ad set where you’ll see information like clicks and spending per day. It is also easy to make edits to your ad from this screen, such as extending the budget, schedule, and creative assets.
    If you’re using a CRM, like HubSpot, most offer tools to look at the performance of your destination URL to track views, clicks, and submissions back to specific retargeting campaigns.
    Retargeting is a great way to keep your prospects engaged and interact with people who have already shown interest in your company.
    While it may sound like a simple enough concept, there are many aspects of a retargeting campaign that must be worked out before you make the ad copy and creative. Be sure to give enough time to make your lists, set goals and types of campaigns, determine the platforms your ads will run on, and tie the whole conversion path together.

  • The 9 Best Free Portfolio Websites for Creating an Impressive Digital Portfolio

    Whether you’re a UX designer, freelance writer, or photographer, an impressive online portfolio is critical for impressing potential clients, and landing future jobs.
    But crafting a good digital portfolio can feel like a daunting task, especially when you aren’t even sure which website you should use to create one. Here, we’ve created a list of the nine best portfolio websites for designers, freelancers, and photographers, to ensure you’re able to showcase your best work in any industry.

    What is an online portfolio?
    An online portfolio is a collection of your work that showcases your skills and abilities. A portfolio should include your past work experiences, qualifications and skills, degrees or certifications you’ve completed, any awards or accolades you’ve earned, as well as some examples of your work. Examples of your work might be photographs, writing samples, case studies, spreadsheets, or lesson plans, depending on your field.
    Best Free Portfolio Websites for Freelance Writers
    1. Journo Portfolio

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    On Journo Portfolio you can create a sleek, modern digital portfolio easily. The site offers nine distinct themes, and adding an article is as easy as pasting a URL and clicking add — the site takes care of incorporating the title, publication, date, content, and image. Features include the ability to integrate with Google Analytics or use Journo’s built-in analytics tools to measure visitors. Additionally, your site is automatically mobile-ready.
    You can also blog straight from the platform, which could be useful if you want to showcase freelance work and your current blog in one place. Journo lets you create multiple pages, so you can have a Contact Me or About Me page, as well as your freelance portfolio.
    Pros

    Live preview editor
    Built-in analytics plus Google Analytics integration
    Pre-built themes
    Subscribe and contact forms
    Mobile-friendly

    Cons

    Free plan limits you to 10 articles max
    For unlimited articles, you’ll need to pay $5-$10 per month

    2. Muck Rack

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    Muck Rack is a free media database that helps connect journalists with PR professionals, so if you use the site, you’ll have good opportunities to network and receive PR pitches. You can even include specific topics you don’t want to cover, which will filter out unfit pitches.
    Additionally, for true ease-of-use, Muck Rack creates and maintains your portfolio for you by automatically compiling articles and social media profiles. Once it’s finished, you have the option to customize your bio, or choose to spotlight certain pieces.
    Muck Rack also offers a news alerts system, which enables you to track stories or tweets about a company, brand, or specific story angle. With their news alerts system, you can see when other journalists share information or publish stories related to your work, which will help you stay on-top of trends.
    Pros

    Ideal for journalists
    Auto-updates profile
    News alerts system for tracking stories and trends
    Allows you to easily build media lists

    Cons

    Some formatting issues when uploading content from Excel
    Does not integrate with other reporting and monitoring tools

    3. WordPress.com

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    WordPress, a major content management platform, lets you create a blog with a separate portfolio page for free. While not specifically geared towards freelance writers, WordPress offers over 100 free themes to craft a unique blog and showcase your work. If you want complete creative control over your portfolio, this is a good option for you.
    Additionally, you might choose to use WordPress if you want to showcase your writing along with other skills — if you want a page for writing and a page for your photography, for instance, WordPress offers a variety of themes and is flexible enough to enable you to demonstrate various pieces of creative work.
    Pros

    Ideal for bloggers
    Can create portfolio page separate from blog
    100+ free themes available
    Comes with SSL certificate and JetPack features for improving website performance

    Cons

    Free plan shows ads
    Limited storage at 3 GB

    Best Free Portfolio Websites for Designers
    4. Behance

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    With millions of UX/UI designers, artists, and photographers on the site, Behance is one of the most widely-used online portfolio websites. It’s also extremely simple and easy to use — you can organize your work based on project, list projects under construction, and ask followers for feedback. Additionally, the site allows you to link your portfolio to your social media accounts.
    Behance’s massive digital community makes it a good option to get your name out there, particularly since recruiters and interviewers peruse the site to find talent, as well. However, Behance displays the number of people who have viewed your work and liked it, which can be more advantageous — but riskier — than a more straightforward website portfolio.
    Pros

    Ideal for creatives who don’t have time to create their own standalone portfolio site
    Can get feedback from followers
    Includes social proof in terms of views and likes on portfolio site

    Cons

    Limited design and feature options on free plan
    The display of views and likes can be risky if not enough people see or appreciate a project 

    5. Adobe Portfolio

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    If you already have a Creative Cloud membership, then Adobe Portfolio is an excellent option to create a single-page website, or a full gallery of your work. With Adobe Portfolio you’re able to set up a sleek and customized portfolio in minutes, and each of the platform’s themes are automatically optimized for any device.
    Additionally, Adobe Portfolio offers the ability to integrate with Behance and Adobe Lightroom to import your projects for greater visibility. 
    Pros

    Option to create multi- or single-page website
    Offers 18 responsive themes
    Integrations with Behance and Adobe Lightroom

    Cons

    Only free if have Creative Cloud membership

    6. Crevado

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    One of the easiest free portfolio websites, Crevado lets you use a simple drag-and-drop tool to upload your projects and rearrange on the screen for true ease-of-use. The site is also automatically optimized for any device, so your portfolio can be viewed on a smartphone or tablet as well as a desktop.
    Crevado also comes with secure hosting and SSL certification so your portfolio site remains secure. You can customize your design to suit your preferences without writing any code. Best of all, you can sell your work online thanks to the platform’s integrations with PayPal and Fotomoto.  
    The only downside is that free users can’t remove the link to Crevado in their website footer. You’ll have to upgrade to a pro account to do so.
    Pros

    Drag-and-drop interface 
    Responsive designs
    Secure hosting and SSL certification
    PayPal and Fotomoto integrations allow you to sell work

    Cons

    Free plan shows Crevado link in website footer 

    Best Free Portfolio Websites for Photographers
    7. Flickr

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    Undoubtedly one of the most well-known portfolio sites with billions of photos and millions of members, Flickr is a good site to share your own work, connect with other photographers, and find inspiration for future projects.
    However, Flickr’s community-oriented platform can make it difficult to showcase your best work and appear professional — particularly since the site is typically used to share images with friends and family. For this reason, many designers also suggest creating a more polished portfolio website, and then linking to that website from Flickr. 
    Pros

    Ideal for photographers just starting out
    Great to connect with others and find inspiration

    Cons

    Limited to GIF, PNG, and JPEG photo formats 

    Limited to 1,000 photos on free plan
    Will likely outgrow the site as you advance

    8. Portfoliobox

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    Portfoliobox is a website builder specifically designed for photographers, and it’s a good option for crafting a professional-looking responsive gallery of your best work. Additionally, Portfoliobox offers an ecommerce link that allows you to sell your prints or other artwork directly from the site (without paying any commission). With the free plan, you can create a blog to further attract visitors and potential customers to your site.
    Best of all, Portfoliobox doesn’t make you use a standard theme — instead, you can integrate any style for any page to cultivate a unique, one-of-a-kind website. With more than one million users, it’s a good option for both professional and novice photographers.
    Pros

    Ideal for photographers at any skill level
    Can sell prints on this site commission-free
    Can use different style for every page

    Cons

    No drag-and-drop functionality
    Limited customization options for ecommerce

    9. YouPic

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    YouPic’s users include famous photographers like Joel Meyerowitz and Julia Fullerton-Batten. Another site specifically designed for photographers, YouPic enables you to craft a free stunning portfolio to showcase your work. It also allows you to buy prints from other photographers or sell your own to make some additional income.
    Additionally, the site offers interactive courses to improve your photography skills, as well as a Pinterest-style “Explore” page that lets you check out popular photographs, new artwork, and stories to inspire your own gallery. And, most interesting to note, YouPic allows users the opportunity to copyright their photos on the blockchain, and is the first decentralized photography platform. That means YouPic is one of the few platforms that won’t take any rights or ownership of your work. 
    Pros

    Can sell prints on this site commission-free
    Can copyright photos on blockchain
    Doesn’t take any rights or ownership of your work

    Cons

    Have to upgrade to premium membership for YouPic to promote your work

    For further inspiration, check out 21 Memorable Photography Portfolio Websites to Inspire You or The 12 Best Graphic Design Portfolios We’ve Ever Seen, & How to Start Your Own.
    Creating Your Online Portfolio
    An online portfolio provides evidence of your work and skills, which can set you apart from other candidates or professionals in your field. Using any of the tools above, you can create a free portfolio in no time. What are you waiting for?
    Editor’s note: This post was originally published in April 2019 and has been updated for comprehensiveness.