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November 2018
MARKETING TECHNOLOGY - ENABLING PERSONALIZATION AT SCALE
Agenda
• Introduction
• What’s Marketing Technology?
• Marketing Tech Landscape
• Marketing Tech Vision and Strategy
• Optimal Marketing Tech Blueprint
• Marketing Technology Stack
• Marketing Technology Tools
• Business Use cases
• Q & A
Introduction – Suresh Teckchandani
•VP of Marketing TechnologyAncestry
•Director of QuickBooks Accounting Platform
•Director of TurboTax Operations Engineering
Intuit
•Director of Product Development - Merchant Services
•Director of PayPal Developer Platform and Point-of-Sale
PayPal
• Staff Software DevelopereBay
• Sr. Software EngineerInterTrust
Technology leader with extensive industry experience building large-scale customer-facing
software products/services, eCommerce/technology platforms, Marketing tech stack and
leading cloud operations/infrastructure teams.
What is Marketing Tech?
Marketing Technology (MarTech) consists of the applications, platforms and data
that empower companies to engage with their consumers at every stage of the
customer journey.
Marketing Technology helps brands:
• Target consumers in a more personal way
• Measure the success of their marketing activities accurately
• Collect and utilize data to make decisions and optimize their marketing spend
• Automate tasks to allow marketers to focus on value-add activities
• Personalize communications at scale – allowing for 1:1 consumer communication
It’s Complicated
Growth of Marketing Tech in recent years
6
Almost 5,000 companies are now part of the
marketing technology landscape, a huge leap
from the 150 itemized back in 2011.
Ancestry’s Marketing Tech Vision
Maximize personalized consumer engagement by delivering the
right message, in the right place, at the right time and at scale.
Our Guiding Principles
8
Personalization
Self-Service
Closed Loop
System
Extensibility
Speed &
Agility
Scalability
Innovation
Vision and Strategic Pillars
• Create a data-driven, holistic view of the consumer
Data
Foundation
• Deliver the right message, in the right place, at the
right time through marketing automation, customer
journeys and artificial intelligence.
Activation
• Provide high-fidelity, real-time performance insights,
reporting, and monitoring
Reporting &
Analytics
Maximize personalized consumer engagement by delivering the
right message, in the right place, at the right time and at scale.
Strategic Pillar
Vision
Marketing Tech Area
Optimal Marketing Tech Blueprint
10
BI Tools
1st & 3rd party tracking and attribution data
Data flowing
for Real-time
availability
- Customer ID
- Customer scores
- History of customer activity
Latest customer
information for
personalization and
targeting purposes
Customer
Data
Forensic, business event, tracking data (1st party data)
Data
Lake
Data Mart/
Warehouse
Data Science
Models
Social
Facebook,
Twitter, etc.
Campaign
Management
System
CDP
Client .com, App
Tech Stacks
(Web/Mobile)
Email, SMS,
mobile,
microsites
Demand Side
Platform &
Ad Tech for Paid
Channels
CMS
Data Foundation Activation
Reporting &
Analytics Web Analytics
Mobile
Analytics
Tag Mgmt.
Customer
Action!!!
Performance
Monitoring
and Alerting
Data Pipeline and Customer360
11
Salesforce
Marketing
Cloud
Content
Management
System
Customer
360
Salesforce
Service
Cloud
Sources Data Ingestion
Data
Science
Model
Execution
Service
Personalization
Service
Redshift (DW)
IMS
S3
FTP
Ancestry
Technology
Stacks
External
Sources
Other Ancestry
Tech Stacks
(SEO, etc.)
Customer360
Consumers
Others
Customer Data Platform - CDP
Customer Data Platform is a modern
marketing database that helps marketers:
• Understand how customers interact with
our brand across all touchpoints for a
360 degree view of customer
• Personalize our messages based on
customer behavior, 1st, 2nd and 3rd party
data, leveraging data science and
advanced analytics
• Connect with customers in a seamless,
cross-channel way
Customer
Data
Platform
CRM / MAP
ANALYTICS &
REPORTING
SOCIAL
MANAGEMENT
CMS
MEMBER
SERVICES
MULTI_CHANNEL
PERSONALIZATION
MMM (Mix Media Modeling)/MTA (Multi-Touch Attribution)
MTA = Campaign Execution
(bottom up, tactical decisions)
Examines how specific consumer
engagements (campaign, media,
creative) impact sales
Optimize interactions at customer
journey execution level every week
MMM = Holistic Planning
(top down, strategic decisions)
Examines how resource allocation and
optimization guide budgeting and
planning decisions
Increases effectiveness and growth of
cross-channel programs
Market Level
Audience
Level
MMM and MTA work together to guide business decisions at all levels
SEM
Marketing Technology Stack
Data Platforms
Channel
Platforms &
Orchestration
Content,
Testing &
Personalization
Analytics,
Reporting &
Attribution
Analytics Scoring
Engines
Attribution Reporting & MRM
Content & Publishing Testing Collaboration
Video
SEO
CC & Chat SocialMobile XRMMarketing
Automation
DMP Marketing Data Platform TaggingData
Video Mgmt.
Portal
T3
C360
Ad-Tech
Customer Reach DSP
Aligns to strategy
Does not align to strategy
May/may not align to strategy
More Context and Personalization to Drive Increased Cross-sell
15
• More personalized education at key cross-sell moments for DNA purchasers and Subscribers
• New messaging tailored to customers that extends from email to personalized landing page
Email
DNA Landing Page
Cross-sell Thank You
• Sent 7 days after
subscription start
• Not personalized
currently
• Currently sending
purchase flow – no
value prop
New
Experience
DNA Post-Activation
• Sent 4 days after
DNA results
• Not personalized
currently
• Currently sending
to purchase flow –
no value prop
messaging
FH Landing Page
Email
New
Experience
Program Details
• The program includes two communications: a launch and last chance
• Offer is sent 8 days post results
• Global program
K
2K
4K
6K
8K
10K
12K
14K
16K
18K
20K
2/7/2018 2/8/2018 2/9/2018 2/10/2018 2/11/2018 2/12/2018 2/13/2018
New Targetable Audience
Email Retargetable
Real-time, Multi-Channel Journey: DNA Additional Kit Program
16
K
2K
4K
6K
8K
10K
12K
14K
16K
18K
20K
2/7/2018 2/8/2018 2/9/2018 2/10/2018 2/11/2018 2/12/2018 2/13/2018
Email Audience
Email
Increased program reach by 50%
Value/Benefit Education Inspiration
• Real-time: Send messaging within 5 minutes instead of 24 - 48 hours
• Tailored Messaging: Message consumers in a way most likely to resonate with them
• Multi-channel: Talk to consumers where they are (Facebook and Email) and pivot based on interaction
• Business Impact: Expected conversion lift of 25% based on initial testing
One Size FitsAll
No coordinated
social component
Email and/or
Facebook
Sent 2 days after
abandon event
Sent 5 minutes after
session abandon
Real-Time, Multichannel Journey: Abandon Cart
18
Questions?

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Suresh Teckchandani - Ancestry

  • 1. November 2018 MARKETING TECHNOLOGY - ENABLING PERSONALIZATION AT SCALE
  • 2. Agenda • Introduction • What’s Marketing Technology? • Marketing Tech Landscape • Marketing Tech Vision and Strategy • Optimal Marketing Tech Blueprint • Marketing Technology Stack • Marketing Technology Tools • Business Use cases • Q & A
  • 3. Introduction – Suresh Teckchandani •VP of Marketing TechnologyAncestry •Director of QuickBooks Accounting Platform •Director of TurboTax Operations Engineering Intuit •Director of Product Development - Merchant Services •Director of PayPal Developer Platform and Point-of-Sale PayPal • Staff Software DevelopereBay • Sr. Software EngineerInterTrust Technology leader with extensive industry experience building large-scale customer-facing software products/services, eCommerce/technology platforms, Marketing tech stack and leading cloud operations/infrastructure teams.
  • 4. What is Marketing Tech? Marketing Technology (MarTech) consists of the applications, platforms and data that empower companies to engage with their consumers at every stage of the customer journey. Marketing Technology helps brands: • Target consumers in a more personal way • Measure the success of their marketing activities accurately • Collect and utilize data to make decisions and optimize their marketing spend • Automate tasks to allow marketers to focus on value-add activities • Personalize communications at scale – allowing for 1:1 consumer communication
  • 6. Growth of Marketing Tech in recent years 6 Almost 5,000 companies are now part of the marketing technology landscape, a huge leap from the 150 itemized back in 2011.
  • 7. Ancestry’s Marketing Tech Vision Maximize personalized consumer engagement by delivering the right message, in the right place, at the right time and at scale.
  • 8. Our Guiding Principles 8 Personalization Self-Service Closed Loop System Extensibility Speed & Agility Scalability Innovation
  • 9. Vision and Strategic Pillars • Create a data-driven, holistic view of the consumer Data Foundation • Deliver the right message, in the right place, at the right time through marketing automation, customer journeys and artificial intelligence. Activation • Provide high-fidelity, real-time performance insights, reporting, and monitoring Reporting & Analytics Maximize personalized consumer engagement by delivering the right message, in the right place, at the right time and at scale. Strategic Pillar Vision Marketing Tech Area
  • 10. Optimal Marketing Tech Blueprint 10 BI Tools 1st & 3rd party tracking and attribution data Data flowing for Real-time availability - Customer ID - Customer scores - History of customer activity Latest customer information for personalization and targeting purposes Customer Data Forensic, business event, tracking data (1st party data) Data Lake Data Mart/ Warehouse Data Science Models Social Facebook, Twitter, etc. Campaign Management System CDP Client .com, App Tech Stacks (Web/Mobile) Email, SMS, mobile, microsites Demand Side Platform & Ad Tech for Paid Channels CMS Data Foundation Activation Reporting & Analytics Web Analytics Mobile Analytics Tag Mgmt. Customer Action!!! Performance Monitoring and Alerting
  • 11. Data Pipeline and Customer360 11 Salesforce Marketing Cloud Content Management System Customer 360 Salesforce Service Cloud Sources Data Ingestion Data Science Model Execution Service Personalization Service Redshift (DW) IMS S3 FTP Ancestry Technology Stacks External Sources Other Ancestry Tech Stacks (SEO, etc.) Customer360 Consumers Others
  • 12. Customer Data Platform - CDP Customer Data Platform is a modern marketing database that helps marketers: • Understand how customers interact with our brand across all touchpoints for a 360 degree view of customer • Personalize our messages based on customer behavior, 1st, 2nd and 3rd party data, leveraging data science and advanced analytics • Connect with customers in a seamless, cross-channel way Customer Data Platform CRM / MAP ANALYTICS & REPORTING SOCIAL MANAGEMENT CMS MEMBER SERVICES MULTI_CHANNEL PERSONALIZATION
  • 13. MMM (Mix Media Modeling)/MTA (Multi-Touch Attribution) MTA = Campaign Execution (bottom up, tactical decisions) Examines how specific consumer engagements (campaign, media, creative) impact sales Optimize interactions at customer journey execution level every week MMM = Holistic Planning (top down, strategic decisions) Examines how resource allocation and optimization guide budgeting and planning decisions Increases effectiveness and growth of cross-channel programs Market Level Audience Level MMM and MTA work together to guide business decisions at all levels
  • 14. SEM Marketing Technology Stack Data Platforms Channel Platforms & Orchestration Content, Testing & Personalization Analytics, Reporting & Attribution Analytics Scoring Engines Attribution Reporting & MRM Content & Publishing Testing Collaboration Video SEO CC & Chat SocialMobile XRMMarketing Automation DMP Marketing Data Platform TaggingData Video Mgmt. Portal T3 C360 Ad-Tech Customer Reach DSP Aligns to strategy Does not align to strategy May/may not align to strategy
  • 15. More Context and Personalization to Drive Increased Cross-sell 15 • More personalized education at key cross-sell moments for DNA purchasers and Subscribers • New messaging tailored to customers that extends from email to personalized landing page Email DNA Landing Page Cross-sell Thank You • Sent 7 days after subscription start • Not personalized currently • Currently sending purchase flow – no value prop New Experience DNA Post-Activation • Sent 4 days after DNA results • Not personalized currently • Currently sending to purchase flow – no value prop messaging FH Landing Page Email New Experience
  • 16. Program Details • The program includes two communications: a launch and last chance • Offer is sent 8 days post results • Global program K 2K 4K 6K 8K 10K 12K 14K 16K 18K 20K 2/7/2018 2/8/2018 2/9/2018 2/10/2018 2/11/2018 2/12/2018 2/13/2018 New Targetable Audience Email Retargetable Real-time, Multi-Channel Journey: DNA Additional Kit Program 16 K 2K 4K 6K 8K 10K 12K 14K 16K 18K 20K 2/7/2018 2/8/2018 2/9/2018 2/10/2018 2/11/2018 2/12/2018 2/13/2018 Email Audience Email Increased program reach by 50%
  • 17. Value/Benefit Education Inspiration • Real-time: Send messaging within 5 minutes instead of 24 - 48 hours • Tailored Messaging: Message consumers in a way most likely to resonate with them • Multi-channel: Talk to consumers where they are (Facebook and Email) and pivot based on interaction • Business Impact: Expected conversion lift of 25% based on initial testing One Size FitsAll No coordinated social component Email and/or Facebook Sent 2 days after abandon event Sent 5 minutes after session abandon Real-Time, Multichannel Journey: Abandon Cart

Editor's Notes

  1. Voice over on how many new entrants in the market this year
  2. How do these lead to outcomes? * Holistic view of the customer (C360) to ensure we are using everything we know about the customer to tailor each communication. * Artificial intelligence – drive near instantaneous actionable insights * Omni-channel communication strategy -  We will be prepared to communicate , nothing we build/buy today will limit our ability to market in future channels – all modern channels available, channel agnostic * Real-time performance – how is marketing performing so we can shift strategy quickly, see performance in real-time to adjust quickly to marketing forces and external pressure (agility) * Identity Management – How do we marketing to folks outside of the database? How to we expand the top for the funnel leveraging technology? Why we need it, how we fix it, how much it will cost
  3. Meet with Dan on this slide
  4. Fix colors
  翻译: