MA HEALTH CHECK

QUESTIONNAIRE

Our marketing automation health check is a simple 360 audit of your marketing automation (MA) tool and processes that help you uncover your hidden pain-points, measure your current MA position against the industry, and provides carefully-constructed recommendations from our leading certified experts – so that you meet your business objectives, make quick wins and have a peace of mind.

Take our quick marketing automation health check to receive your results from our experts – free of charge and risk-free.

Ten quick questions, let's go!

1. EMAIL TRACKING

How would you describe your current email tracking capabilities?

We use basic ESP response tracking (1)

We do regular reporting of open and click rates

We go “beyond the click” and do segment tracking (2)

We do value reporting based on activity levels (3)

We work with real-time data with response from CRM system/warehouse

(1) ESP stands for Email Service Provider. The ESP is the software used by companies to manage their email marketing, such as for sending promotional email campaigns. Examples of ESPs are Gmail, Outlook, iCloud Mail and GMX Mail.

(2) You go beyond tracking of opens and click rates and track the behavior of the segment.

(3) You report on the campaign performance and its overall impact to the revenue).

2. LIST QUALITY

How would you describe the quality of your customer lists?

We are not currently working with it

We are increasing the options for list-building (4)

We are improving our list quality

We are working with reactivation and removal (5)

We have a preference center

(4) You are working on a plan on how to increase your lists.

(5) You are actively reactivating and removing customers from list that are not engaged anymore.

3. TARGETING (RELEVANCY)

How are you currently targeting your customers within your marketing automation?

We are not targeting anyone

We are targeting different demographics

We have basic triggers to target customers

We perform basic lifecycle nurturing throughout the customer journey

We have integrated the full customer lifecycle within our system

4. COMMUNICATION STRATEGY

How are you currently targeting your customers within your marketing automation?

We don’t have any communication strategy

We send out basic newsletters and ad-hoc emails

We integrated our content marketing strategy

We integrated our social and email channels

We use multi-channel predictive content within our MA system (6)

(6) Predictive content is the effort and ability to predict the actions of users, based on their previous behaviours online. The practice is commonly used for online marketing but may also be used to present information and news items that the user is likely to be interested in.

5. CREATIVE AND TEMPLATES

How would you describe your creative design within your email templates?

We work with the basic templates

We have multiple templates for different purposes

We use dynamic content within multiple templates

We have optimized our templates for mobile

We use advanced techniques such as interactive emails (7)

(7) Interactive email offers the functionality for users to take an action within the email that triggers an event within that same email. Interactive email can take the form of: Using dropdowns or navigation within an email.

6. DELIVERY & MONITORING

How are you monitoring your delivery performance?

We don’t monitor our delivery

We do sporadic ad-hoc reporting

We receive reports from our ESP about our delivery (8)

We monitor our delivery with feedback loops (9)

We do continuous monitoring in real-time

(8) ESP stands for Email Service Provider. The ESP is the software used by companies to manage their email marketing, such as for sending promotional email campaigns

(9)A feedback loop is the part of a system in which some portion (or all) of the system's output is used as input for future operations. Feedback loops can be either negative or postive.

7. OPTIMIZATION

How are you optimizing your marketing automation?

We are not optimizing anything

We experiment with different offers and subject lines

We have a structured way to test offers and subject lines

We perform layout reviews and AB testing (10)

We test different hypothesis by modifying multiple variables (11)

(10) A layout review is a milestone within a product development process whereby a layout is evaluated against its requirements in order to verify the outcomes of previous activities and identify issues before committing to – and if need to be re-prioritise – further work.

(11) Multivariate testing is a technique for testing a hypothesis in which multiple variables are modified. The goal of multivariate testing is to determine which combination of variations performs the best out of all of the possible combinations

8. SEGMENTATION & PERSONALIZATION

How do you work with segmentation and personalization?

We don’t work with segmentation or personalization

We do basic segmentation

We use demographic segmentation and engagement scoring

We use behavioral segmentation and advanced personalization

Advanced segmentation using predictive modeling (12)

(12) Predictive modelling is a technique used to identify customers or prospects who, given their demographic characteristics or past purchase behaviour, are highly likely to purchase a given product.

9. SYSTEM INTEGRATIONS

How would you describe your integrations with other systems?

We don’t have any integrations

We have CRM/Data Source integrations

We have CRM/Data Source and social media integration

We have multiple integrated data sources

Seamless integrations with all systems and tools

10. DATA QUALITY

How would you describe the quality of your data?

We have missing and/or poor quality of data

We have processes in place to improve our data

Data quality has improved but some information is still missing

Data quality is good and is updated periodically

Data quality is excellent, updated and refreshed everyday

That's it,

you are done!

Enter your contact information and submit the health check.

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About Recoordinate

Creating business agility in the digital age

Recoordinate is a management consulting and marketing services agency. We work with our customers to develop their digital, organisation and data strategy to generate revenue growth and business agility.

Data-driven growth comes from much more than just being good at data so we also rely on our content, campaigns and customer insight solutions to execute on the strategies.

Recoordinate is based in Stockholm, Sweden.