Author: Franz Malten Buemann

  • Sunk costs, creativity and your Practice

    “Ignore sunk costs” is the critical lesson of useful decision making.

    The thing you earned, that you depend on, that was hard to do–it’s a gift from your former self. Just because you have a law degree, a travel agency or the ability to do calligraphy in Cyrillic doesn’t mean that your future self is obligated to accept that gift.

    We hold on to the old competencies and our hard-earned status roles far longer than we should. The only way to be creative is to do something new, and the path to something new requires leaving something else behind.

    New decisions based on new information are at the heart of leadership. But you can’t make those decisions if you’re also busy calculating how much the old decisions cost you.

    Creativity is the generous act of solving an interesting problem on behalf of someone else. It’s a chance to take emotional and intellectual risks with generosity.

    Do that often enough and you can create a practice around it. It’s not about being gifted or touched by the muse. Instead, our creative practice (whether you’re a painter, a coach or a fundraiser) is a commitment to the problems in front of us and the people who will benefit from a useful solution to them.

    I built a workshop on creativity that’s run by the folks at Akimbo. The fourth session starts this week. If you’re ready to get serious about your art, whatever form it takes, I hope you’ll check it out.

  • Leading with empathy: An interview with Ross Wainwright, CEO of Alida

    In May this year, Alida, a creator of the world’s first CXM & Insights Platform, has been awarded the Great Place to Work® certification. This was a wonderful invitation for our team to meet up with Alida’s CEO Ross Wainwright and find out more about his approach to people-centred leadership, trust, and accountability at the…
    The post Leading with empathy: An interview with Ross Wainwright, CEO of Alida appeared first on Customer Experience Magazine.

  • How to use Social Media to Grow your Business in 2021

    Every day, the digital marketing landscape is changing. And this year is no different. Many marketers out there compile social media tips that aren’t actionable and don’t help companies build a brand with staying power. But, don’t worry, I got your back with this one. When it comes to effectively using social media to grow…
    The post How to use Social Media to Grow your Business in 2021 appeared first on Benchmark Email.

  • brevi assistant

    Hi Community! We have just launched in beta version an awesome marketing automation tool “Brevi assistant” give a try! https://brevi.app https://www.youtube.com/watch?v=7g2rsayDZHY ​
    submitted by /u/Breviassistant [link] [comments]

  • Getting Started with Salesforce Flow – Part 64 (Upskill on Flow – Learn How to Use DOESN’T CONTAINS Operator – and Show-Off!)

    Last Updated on May 25, 2021 by Rakesh GuptaBig Idea or Enduring Question: What if your use case requires you to use DOESN’T CONTAINS operator in Flow? With a sigh, you may want to remind me that, in Salesforce Flow, one … Continue reading →
    The post Getting Started with Salesforce Flow – Part 64 (Upskill on Flow – Learn How to Use DOESN’T CONTAINS Operator – and Show-Off!) appeared first on Automation Champion.

  • Training AI models. A Better Way

    Many customer experience (CX) professionals appreciate the multi-dimensional value of artificial intelligence (AI) and its effectiveness at lowering resolution costs while increasing customer satisfaction (CSAT) scores. AI with machine-learning (ML) drives smarter, faster, and better contact centers, so it’s important to know how to operationalize it for long-term success. AI models power a system that learns from high-quality data. These are initially curated data sets, which include important business details like product names, terminologies, customer intent, and speech patterns. The accuracy of AI models depends on the completeness of training data, which is not static and must consider the variability of the business environment. #customerexperience #cx #custexp #customerservice #AI #artificialintelligence #CSAT #ML #smartcx #communications #Talkdesk #VesuvITas Full article: https://www.talkdesk.com/blog/accurate-adaptable-artificial-intelligence/
    submitted by /u/vesuvitas [link] [comments]

  • How Does the Instagram Algorithm Work? [+Changes Brands Should Know in 2021]

    Instagram has been around for 11 years.
    While the app was initially meant for still images, content creators and everyday users can now share photos and videos in various forms, like Story posts, Instagram Reels, and longer-form videos on IGTV.
    Although there are many content types to post on the app, simply leveraging one of the options isn’t enough to find marketing success on the platform. This is because, no matter how high-quality the content you share, the Instagram algorithm determines what succeeds on the app and what doesn’t.
    While Instagram doesn’t disclose all the factors that the algorithm uses to assess content, they have released general information about what the algorithm looks for. In this post, we’ll explain everything you need to know about the algorithm to succeed on the app, from the factors that play into it and tips and tricks to use to make sure your content doesn’t go unnoticed.

    As a business, unless you’re entirely reliant on paid ads, it’s essential to understand how the algorithm works and what you need to do to ensure that it favors your content and shows your posts to your target audience.
    Below we’ll explain how the Instagram algorithm works and the factors it assesses when surfacing your content in news feeds.

     
    How does the Instagram algorithm work?
    If you’re a frequent Instagram user, you may have heard people say something like “Bring back reverse chronological order!” when talking about the algorithm. What they’re referring to is when Instagram showed the most recent posts at the top of someone’s feed and older ones at the bottom.
    It was great for creators and Instagram users because, at some point, your post would be at the top of all of your followers’ feeds, so they would be guaranteed to see it.
    However, in March 2016, the algorithm changed. Instagram said, “People miss, on average, 70 percent of their feeds. As Instagram has grown, it has become harder to keep up with all the photos and videos people share. This means you often don’t see the posts you might care about the most.”
    It’s no longer a question of when you post, but a variety of factors that we’ll discuss below: relationship, timing, frequency, following, usage, interest.

     
    Instagram Algorithm Factors
    Relationship
    Perceived relationships are the most important ranking factor.
    The algorithm prioritizes sharing content with you based on the relationships you have with the accounts you follow. The more you comment, like, and interact with an account on Instagram, the more likely you will see their content, and see it often.
    The algorithm also notes people you direct message, accounts you search for, and photos you’re tagged in.
    The relationship factor applies to brands as well. If a consumer regularly likes your content and interacts with it, repeat engagement will make your posts shown to them more often and closer to the top of their feed. This means that it’s essential for you to inspire engagement in your content, which we’ll discuss further below.
    Timing
    Although feeds aren’t chronological, the algorithm still wants users to see the most recent and relevant posts, especially from accounts that you have a stronger, established relationship with.
    Timing just means that you’re not as likely to see a post from three weeks ago as you were before 2016.
    You can leverage this factor to your advantage by using your profile analytics to discover the best time to post on Instagram, helping you meet your followers when they’re most active on the app and more likely to engage.
    Frequency
    Frequency refers to how often a user opens the Instagram app.
    Frequent users will see a more chronological feed, but those who seldom open the app will see posts most relevant to their interests and relationships since last opening the app.
    Following
    Following many people means that the algorithm has more content to choose from when surfacing posts in a feed. When this happens, they prioritize relationships, engagement, and perceived interests.
    Again, this factor emphasizes the importance of generating a relationship with your audience, encouraging engagement, and posting at the right times.
    Usage
    The usage factor is similar to frequency, as it relates to how much time is spent on the app.
    Those who do quick browsing sessions will see what the algorithm determines to be the day’s highlights based on the factors mentioned above, while those who spend more time on the app will see a more significant number of posts.
    Frequent browsers may even run out of content to see, at which point the algorithm will suggest new posts and accounts based on your interactions and engagement history.
    Interest
    Instagram makes many content recommendations, so a portion of the content users see is based on the app’s understanding of their interest in specific topics.
    If it detects that you always like, comment, and interact with posts around similar topics, you’ll see those posts first. Users who engage with content similar to what you post are also more likely to be shown your posts, and vice versa.
    While not a direct factor that Instagram has noted as an algorithm factor in 2016, engagement does play a significant role in the algorithms process.

     
    How Instagram’s Algorithm Uses Engagement
    In addition to all of the above factors, engagement plays a significant role in how the Instagram algorithm prioritizes and surfaces content to users. The most important engagement metrics are comments, likes, shares, and video views.
    Here is a breakdown of how engagement factors into the algorithm:
    1. When you first post a photo, it’s shown to a small percentage of your audience.
    2. Instagram measures how quickly that photo is interacted with, i.e., comments and likes.
    3. Instagram compares the engagement that your post gets to other content you’ve shared at similar times and days. For example, is your post from today at 10 am getting more or less traffic than your post from last Monday at 10 am? The app compares to similar times to ensure accuracy when evaluating your engagement metrics, especially since certain times bring better results.
    4. If your photo attracts a lot of engagement, Instagram will show it to a higher percentage of your audience and maybe even share it on explore pages.
    5. If your post continues to attract engagement, your photo will stay at the top of your audience’s news feeds and reach more people. If it doesn’t attract a lot of initial attention, less of your audience will see your post.

     
    Instagram Algorithm Update 2021
    The 2016 algorithm update was almost a complete overhaul to how the algorithm works, so it is the most notable, publicized, and confirmed by Instagram.
    Unfortunately, since then, Instagram doesn’t always make it public when they’ve changed the algorithm. So, if you notice changes to your engagement and reach, it is most likely not the result of an algorithm change but most likely due to the app’s growth.
    There are so many accounts on the platform, and as people follow more and more users, competition on the app grows. It becomes more difficult to quickly generate a significant amount of engagement, which in turn impacts how, where, and when your posts are shown in your audience’s feed. This is one of the many reasons why it’s important to monitor your Instagram analytics.
    Instagram Algorithm Recent Changes
    That being said, the most recent update to the algorithm as of 2021 is the removal of like counts on people’s photos.
    The update hasn’t yet been made available to all Instagram users, but it would effectively remove a total like count from a user’s photo and instead display only the usernames of people that have liked the post. Users who post a photo still have the option to see the number of likes a photo has received, though. Instagram is making this update because they believe it will do numbers to diminish bullying on the app and protect users from being influenced by social pressure that says they need to get a certain amount of likes on their posts.

     
    How to Get Your Posts Shown Higher on Instagram
    Although there is not much you can do to beat the algorithm, or so to speak, there are ways to get your posts shown higher on Instagram.
    Post when you know your audience is most active.
    Like all social media platforms, one of the easiest ways to generate immediate engagement is to post content when you know your followers are most active, as they’re already browsing the app and ready to see what you have to offer.
    To get this information, you can use the native Instagram Analytics tool available to all users with business accounts or another option like Marketing Hub. 
    If you’re new to the app, it will be challenging to get this information right away, so come back to this tip after you’ve spent enough time on the app to get valuable, actionable analytics.
    Post content you know your audience likes.
    Again, use your analytics. Understand the content that your audience engages with the most, whether it’s high-quality product photos, behind-the-scenes content, or Instagram Reels. Use this to your advantage, and continue creating content that they enjoy as they’re more likely to interact with something they like.
    Use business-relevant hashtags.
    Hashtags are a great way to signal to the algorithm about your content, which can help surface your profile to audience members interested in the hashtags you use.
    Don’t overload your hashtag use, but aim to use them in all of the content you share on Instagram, from Stories to IGTV to photo captions.
    Encourage engagement and interaction.
    Interaction on your profile will come naturally, but encouraging engagement and interaction with the content you share can be valuable in getting the algorithm to work for you.
    Create engaging captions that entice users to comment on your posts, ask for likes and shares, and be in conversation with those who interact to inspire loyalty and entice them to return.
    You can also place interactive elements in your Instagram Stories, like polls, stickers, and emojis. The benefits of this are twofold, as your customers will be interacting with your content, and you’ll also learn more about their interests and desires based on the responses they give.
    Stay consistent.
    One of the most important things to do to take control over the algorithm is to stay consistent on the app. Develop an Instagram-specific posting schedule, and stick to it.
    It’ll help you stay continuously active on the platform, which allows your followers to continuously engage with your content, which helps the algorithm learn more and more about your account. The more information they have, and the more engagement they see, the higher you will be on your followers’ feeds.

     
    Instagram Story Algorithm
    Instagram Stories appear at the top of a user’s feed.
    The Stories algorithm prioritizes timeliness, and you’re most likely to see the most recent stories from the accounts you engage and interact with the most. The accounts that the algorithm thinks you have the strongest relationships with will always have their Stories shown before all other stories.
    For businesses, this means that it’s essential to maintain an active presence on Instagram Stories and to encourage engagement within your Stories, like polls and asking questions.

     
    Instagram Explore Algorithm
    The feed algorithm and Explore page algorithm are relatively similar, as they both show content that Instagram thinks you’ll be most interested in based on your previous app activity. The main difference is that feed content features accounts you’re familiar with and following, while the Explore page is content from new accounts.
    You can think of it like this: if one of your favorite things to do on Instagram is watch food videos, your feed will display content from the accounts with food videos that you interact with the most. Your explore page would also contain food videos since the algorithm knows you like them, but you won’t follow those accounts already.
    The explore page is based entirely on interests, so, as a business, it’s important to share content related to your brand and utilize elements that would tell the algorithm who to show your content to, like relevant hashtags.
    Succeeding on Instagram is not just about posting content regularly. You also need to understand how the algorithm works and leverage its makeup to your advantage. While changes to the algorithm will always happen, staying on top of the trends will help you ensure that you’re prepared for them when they do.

  • A Non-Designer’s Guide to Visual Hierarchy [Best Practices + Examples]

    Ever click on a website, take one look and say “Hm, that’s going to be a no” while you look for the exit button?
    For me, it’s usually because of three reasons: the site looks outdated, crowded, or hard to navigate.
    Bad design can keep your target audience from gaining any interest in your brand.

    That’s why it’s important to understand the key design principles that will help you draw your audience in, keep them on the page, and generate conversions.
    Here’s an easy guide on a specific design principle: visual hierarchy. We’ll cover all the elements that contribute to visual hierarchy and look at good and bad examples.
    Visual hierarchy affects what you look at and focus on in a design, whether it’s an image, graphic design, or web design. It’s a key player in ct (i.e., how information is organized and displayed for easy understanding and navigation) and can greatly impact the user experience (UX).
    When thinking about visual hierarchy, you want to ask yourself a few questions:

    What do we want to draw attention to?
    What actions do we want our users to take?
    Where does the eye naturally go to and where do they land?

    Asking these questions will help you use the principles outlined below to create a clear visual hierarchy.
    What constitutes bad visual hierarchy?
    When it comes to visual hierarchy, there’s a golden rule: If every element appears important, nothing will seem important.
    Visual hierarchy serves as a way to rank the information you’re consuming. If there is no way to differentiate between the elements, that is considered poor hierarchy.
    Take this example:

    On the left, there’s a lot much going on. The two main elements are the same size, there are many different colors. It makes it hard to know where to look. Your eyes glaze over everything, creating some uneasiness and lack of direction.
    On the right, your eye is automatically drawn to the main blue box on the left, then naturally goes to the elements on the right before landing on the orange call to action (CTA).
    A poor visual hierarchy:

    Confuses the user.
    Makes it unclear where to look.
    Creates a bland design.

    Instead, create a visual structure that facilitates understanding and guides the user.
    1. Consider reading patterns.
    When designing, you want to note your target audience’s natural eye patterns.
    Across all cultures, we read top to bottom. However, there is some variation in how we read horizontally. Western cultures tend to read from left to right, while some Semitic and Indo-Aryan languages, such as Arabic, Hebrew, and Urdu are read right to left.
    With this in mind, it impacts how we scan and understand designs. For instance, Western users usually follow an F or Z reading pattern.

    Knowing this information will help you design projects that convert, particularly in landing pages.
    2. Users notice bigger elements more easily.
    Size plays an important role in visual hierarchy. It’s one of the main ways to rank elements in a design.
    Take this example from Netflix.

    Image Source
    The first thing you’ll read when looking at this image is “Unlimited movies, TV shows, and more.”
    Then you’ll read the next line, and then the next before you explore the other elements on the page.
    Size signifies importance. The bigger an element is, the more attention it draws, and then more likely you’ll look at it first.
    As you design your webpage, consider what you want your audience to look at first and use that to guide your strategy.
    3. Color and contrast draw the eye.
    The second principle to keep in mind is color.
    We know that color can evoke emotion and can have certain cultural and social connotations. Just look at logos by industry, and you’ll notice a trend. Food brands tend to have reds and yellows, while financial institutions tend to be in blue.
    In design, color is great at drawing attention.

    In the example above, you’ll see that the elements that stand out the most are in orange. It’s only after looking at them that you’ll scan the other elements on the page.
    On a website, you can use this to draw focus to your CTAs.

    In the example below, the CTA that stands out the most is in the middle. The brand likely wants users to choose this option. The other CTAs are still visible but muted compared to the orange.
    To create the most visual impact with color, use it sparingly. That will make the elements stand out more, as seen in the above example.
    4. White space creates emphasis.
    White space refers to the empty space within a design.

    Image Source
    Sometimes, there is a desire to fill the space with as many elements as possible. However, this goes back to the concept of importance: If they all seem equally important, none of them are perceived as important.
    This is why adding white space to your web design is key in pulling in your visitors.
    Apple is also well known for its use of white space.

    Image Source
    The brand offers a simple user interface, which creates more emphasis on the elements on the page. Apple’s use of white space also reflects a brand’s identity.
    5. Proximity and repetition create unity.
    When you put several elements together, it tells the user the concepts are related.

    Image Source
    This design offers many examples of proximity.
    Take the elements under “Master The Basics.” By having these boxes all grouped closely together, the visitor can understand they fall within the same category.
    The same goes for the icons under “Follow Us.” If the icons were all spread out randomly on the page, it would be difficult for users to understand their purpose.
    If you’re not sure how to group certain elements, you can employ certain UX research strategies, such as card sorting, to group elements based on your audience’s expectations.
    Examples of Good Visual Hierarchy
    1. Visme.co

    Image Source
    Visme.co has a striking pop-up that encourages users to sign up for their newsletter.
    The brand successfully uses white space, color, size, and contrast to make key elements stand out. You’ll also notice that the elements are designed following the Z-pattern, making it more likely that users will convert.
    2. Studio 8AD

    In designing their website, this brand leverages white space to focus users’ attention on three key elements: the image and the two CTAs located on the bottom left.

    Image Source
    3. Predominantly Black

    This brand offers a great example of proximity to create visual hierarchy.
    Image Source
    By organizing all products under the main title and leaving little space in between, visitors quickly understand that these products fall within the same category.
    Visual hierarchy is all about ranking your elements by order of importance. Once you narrow down what you want to focus on and consider your audience’s needs, you can create designs that produce the desired impact.

  • How to Get Started with Agile Marketing [+ Examples]

    In 2019, DoorDash was losing money on the average order and reported an operating loss of $616 million on $885 million in revenue. By the end of 2020, their revenue jumped to $2.89 billion — a 226% gain.
    Why the sudden success?

    For one, the global pandemic spiked the demand for food delivery. But DoorDash also responded to customers’ needs right from the start. They delivered COVID test kits and launched the #OpenforDelivery campaign to support restaurants by the end of March, made it easier to filter customer ratings in April, and released a Gifting feature to send loved ones food over the holidays.
    Simply put, they figured out what customers desired and rapidly delivered.
    Now more than ever, customers expect brands to understand and respond to their needs. In a survey of global consumers, 58% of people remembered a brand that quickly pivoted and 82% ended up doing more business with that company as a result.

    But a lightning-fast response only happens if your team can handle abrupt change.
    Agile marketing is a strategic approach that focuses on quickly executing projects by working in short sprints. It makes room for marketers to shift their focus, adapt to customer needs, and change priorities alongside expectations.
    With Agile, what once took months to deliver can take weeks.
    Adopting this approach takes work, but this post shares how to get started with Agile marketing by explaining the process, sharing examples, and showing you how to automate your efforts.
    What is Agile Marketing?
    Agile marketing is a strategic marketing approach that prioritizes creating high-value deliverables, working in short, intense bursts to achieve goals, and rapidly iterating.
    By the end of each burst — often called a ‘sprint’ or an ‘iteration’ — teams complete their outlined deliverables and begin testing so they know how to improve during the next iteration. Data collection and analytics allow teams to incrementally refine and improve the results over time.
    Agile marketing embraces failure. It also requires teams to learn from their mistakes and make adjustments to continuously get better. This mindset isn’t always easy for teams to instantly adopt. That’s why it’s important to understand the core values outlined in the Agile Marketing Manifesto before switching to this approach.

    Validated learning over opinions and conventions.
    Customer-focused collaboration over silos and hierarchy.
    Adaptive and iterative campaigns over Big-Bang campaigns.
    The process of customer discovery over static prediction.
    Responding to change over following a plan.
    Many small experiments over a few large bets.

    When these values play out in real-world projects, the impact can be massive.
    Research by McKinsey found that digital marketing organizations using Agile have seen a 20-40% increase in revenue. Agile has also cut down the time it takes for companies to turn an idea into an offer — from multiple months or weeks to less than two weeks.
    You may think this acceleration leads to sloppy deliverables and disappointment. It’s the opposite. Agile marketing can improve performance and quality by creating space for clear goals, frequent feedback, continual testing and iteration, on-time deliverables, and inevitable impact.
    To get those results, you have to dive into the nitty-gritty details.
    Agile Marketing Process
    No marketing team follows the exact same Agile approach. Some stick to the traditional frameworks while others pick and choose which parts work for them to create a hybrid method.
    The method you choose can depend on the goals you want to accomplish. While its roots are in web and software development, 77% of companies using Agile rely on it for creative services, content creation, and operations.
    The main methodologies for Agile marketing teams are Scrum and Kanban.
    Scrum
    The Scrum framework revolves around sprints. Each sprint lasts for two to six weeks and is organized by the team doing the work. Depending on the size of your project, you may need to break it up into multiple smaller sprints to tackle it bit by bit.
    The goal of each sprint is to rapidly deliver small projects that can be combined into a larger project over time. Once a sprint is set, the team shouldn’t change its goals or reprioritize until the sprint is complete.
    To make sure your sprints stay on track, you need to establish a few key roles and meetings.
    Roles
    1. Scrum MasterThis person is responsible for keeping the team on task. They know the Scrum framework and use it to facilitate meetings, remove roadblocks, help team members use the framework, and make sure everyone on the Scrum team is collaborating and communicating.
    2. Product OwnerThis person understands the reason for the work and makes sure the process is being done at the right time. They understand the customers better than anyone else, and they collaborate with the stakeholders and team to ensure the deliverables provide value to the business and to customers.
    3. DeveloperEveryone else on the team falls under the Developer role. Ideally, the people in this role are cross-functional and contribute a unique set of skills needed to accomplish the sprint. You want to choose at least one person from each department that your project touches.
    Meeting
    1. Planning
    A planning meeting kicks off every sprint to decide what the team can achieve. Everyone looks at the priorities the Product Owner has put together and agrees on which to include in the sprint.
    The project(s) are divided into tasks, given deadlines, and assigned to individual team members so people know exactly what to work on when they leave the meeting. These meetings take time, so dedicate at least one hour per week of the total sprint time (i.e., a three-hour meeting for a three-week sprint).
    At your first planning meeting, emphasize that Agile is a new way of working and the typical rules don’t apply. Reiterate the need to focus on the customer above all else and highlight the need for speed, collaboration, data, and accountability.
    2. Stand-up
    The daily stand-up gets your team together for a brief (15 minutes or less) check-in. The aim is to make it very clear where everyone is on progress, roadblocks, and tasks. Everyone on the team answers:

    What they accomplished yesterday
    What they plan to do today
    Any blocks in their way

    3. Review
    The review is the time to show off what your team has achieved during the sprint. It’s open to anyone interested in the results and is a good time to show off campaign materials, demo content, or share early testing data.
    Make note of feedback and add or adjust your priority list as needed, but don’t get wrapped up in additional approvals or new ideas. The point is to share insight into what your team is working on and highlight the impact.
    4. Retrospective
    Headed by the Scrum Master, this meeting is a chance for the Scrum team to reflect on work from the latest sprint. Everyone shares what went well, what didn’t, what can be improved, and lessons learned. Make sure people don’t point fingers in the meetings, and assign action items as a way to continually improve before the next retrospective.
    Kanban
    If your marketing team is full of visual learners or does work that won’t fit well into a predetermined sprint timeline, Kanban may be the Agile framework for you.
    Kanban is made up of three main components: visualizing workflow, setting WIP limits, and meeting cadences.
    1. Visualizing workflow
    Unlike Scrum, Kanban uses visual cues to track progress. A Kanban board is how people track the progress of user stories (i.e., tasks) to be accomplished. The board is divided into columns, each their own stage in a workflow.
    The simplest boards have To-Do, Doing, and Done columns, but the more complex your workflow, the more columns you may need. (One of my favorite tools for building boards and tracking progress is Miro).
    Source
    Each card on the board represents a task to be completed. For example, if you’re planning a social calendar for the upcoming quarter, you would list each task that needs to be accomplished on its own card (i.e., choose topics, assign copy, write copy, schedule posts, and so on).
    As the task is being completed, you move the card into the corresponding column. A quick glance at the board and everyone on your team knows how the project is progressing and what still needs to be done.
    2. Setting WIP limits
    When people have too much on their plates, nothing gets accomplished. This is why Kanban uses WIP limits — boundaries that outline how people will work on the tasks within each column on the Kanban board.
    Placing limits on how many tasks can be in one column or how much time people have to accomplish a task. Let’s say you want your social coordinator to schedule the posts for each month before they begin reviewing posts for the following month. That rule means they can’t move the “Review posts” task into the “Doing” column before the “Schedule posts” are in the “Done” column.
    Setting ground rules helps people focus on finishing a specific goal or task before starting another one. In a world of context switching and mental burnout, limitations are a way to achieve your goals without juggling too many tasks at once.
    3. Meeting cadences
    Similar to Scrum, Kanban is designed to help teams work better and accomplish their goals. It incorporates planning meetings, daily stand-ups, and retrospectives to make sure a project is on task and continually refined.
    The one meeting that’s different from Scrum is the delivery meeting, a time to plan when to release the content or project. Since Kanban works on longer timelines than Scrum, the delivery meeting is the place to bring in other groups that may need to help get the work out.
    While a small team may own a project, a successful Agile marketing strategy relies on everyone. It’s helpful to bring in outside team members to collaborate on timelines, share feedback, and assist in launching the work your team accomplishes.
    Agile Marketing Examples
    Most Agile marketing efforts break down into a few simple steps.

    The team makes a list of priority projects to work on.
    The steps to tackle a project are planned out in a sprint.
    The team checks in every day in a stand-up meeting.
    Everyone accomplishes their specific tasks and testing begins.
    Data from the testing is collected and used to improve the project.

    Let’s look at how this process can play out in real-world Agile marketing examples.
    1. Scrum Example
    The United Kingdom-based Santander bank struggled to produce efficient marketing campaigns due to long production lead times and expensive creative costs. In an effort to increase efficiency, they adopted an Agile marketing method for their “Unlock you London” campaign. The bank’s goal was to convince customers to download and use their mobile app.
    They “put everyone together around shared objectives, shared KPIs, and a budget in the middle of the table” and agreed to tweak the campaign on a weekly basis. Instead of dedicating a massive spend working with a creative agency that would take months to develop everything needed for the campaign, they began spending a few thousand pounds at a time. This swap allowed them to make changes quickly and test an idea on customers.
    If something resonated, they’d keep it. If not, they’d make a small change and test again.
    The new Agile approach produced incredible results. By the end of the campaign, the bank saw a 12% increase in loyalty, a 10% increase in account satisfaction, the highest Net Promoter Score in 17 years, and the highest positive sentiment (90%) among customers.
    2. Kanban Method Example
    A technology startup recently revamped its brand and wants to update essential marketing materials. The creative team puts together a small Agile team to revamp the website and create new marketing materials.
    They include a designer, copywriter, sales rep, creative director, product lead, content coordinator, and a member of the legal team. The team chooses tasks to be completed, decides on a six-week timeline, and lays out the work in a Kanban board.
    Source
    The team lays out the individual tasks associated with each task in a project management tool and tracks the progress of each project in a Kanban board.
    Six weeks later, the Agile team has designed five new web pages, six one-pagers, and two decks. While more complex projects like the website will need another sprint or two in order to build out simpler materials — like the one-pagers — for the sales team to use. What once took an entire quarter to complete has been condensed into several weeks.
    Agile Marketing Automation
    Having the right type of technology for Agile marketing automation is crucial for collecting data and conducting analytics.
    A well-designed CRM platform can help you collect, organize, test, and manage data about your customers and sprint iterations. It can automate campaign delivery and send messages to customers, feeding tracking and performance metrics back to you.
    Above all, automation improves your ability to react to customer requests. In a survey of C-suite executives, 41% said they hoped to implement more digital technology in order to respond quickly to customer needs. So if you need to convince your boss that automation technology is worth the investment, explain how it’s essential to collect data that allows you to share the most relevant messages and offers.
    Let’s say you decide to turn an idea for an email campaign into reality using your newly established Agile marketing team. You gather a copywriter, designer, analyst, developer, operations lead, and email lead. Before starting the sprint, you’ll want to make sure you have the following tools to automate your efforts.

    A collaboration tool
    A tool to review copy, design, and development
    A way to collect feedback
    An email marketing tool
    A way to gather data and analyze it

    Look into the following Agile marketing automation tools to see which one works for your team. Evaluate the features, user interface, customer support, integrations, resources, reviews, and pricing.

    HubSpot
    Marketo
    Agile CRM
    NetSuite
    Pardot

    Once you have the technology you need to automate your Agile efforts, you can focus on the tasks at hand and make sure every sprint or board stays on track.
    Switching from a traditional project management approach to Agile marketing may seem intimidating. But the switch will be simple if you keep a few rules in mind. Start with what you want to accomplish (your goals), get buy-in from the senior marketing leaders who can advocate for you with the rest of the team, bring together a small group of people, and explain this new way of working to them. Finally, set up the technology you need to collaborate, collect feedback, and analyze data.
    Soon, you’ll be finished with your first project — and gaining momentum that lets your Agile marketing efforts stay focused, grow faster, and get better results than ever before.