Episode 25 – The Omni Channel Marketing Micro Project
In episode 25 I cover how to get started in Omni Channel Marketing. I’ll walk you through a process I’ve seen that has worked very well in organizations that isn’t as complicated as you think.
Like you, I’ve seen brands do a fantastic job in omni channel marketing and most organizations emulate them. If you feel stuck and want to see more integration in your company listen to this episode. I break down how to start a micro project to help get buy in for more complicated and higher return projects.
For years ‘omni channel marketing’ has been a hot buzzword in business. We look at companies like REI or Disney and say, “Let’s do Omni Channel marketing like them!”
73% of consumers shop on more than one channel and that number is continually increasing. While this is a majority of customers, brands still have yet to adopt omni channel marketing due to lack of resources, vision, and understanding.
The social media team is in a unique position because it has a strong pulse on all touchpoints a customer experiences with the company. You can be a champion of change to propel omni channel marketing at your company. Use this document to build out an Omni Channel Micro Project to help your company start the journey.
Omni Channel Marketing Definition
The definition of omni channel marketing is a company providing a seamless consumer experience across multiple channels that a customer interacts with. Whether the customer is standing in a retail store, visiting the brand’s website, or viewing a catalog in the mail; the messaging is cohesive across all these touchpoints.
Another way to look at it is the brand is being omni-present; simply that it’s everywhere. The reason why most companies resist omni channel is for this reason. There’s a myth that this costs a lot of money, will take a ton of coordination between teams, and is only applicable to large major corporations.
This micro project helps break down the process of how to get started in omni channel marketing to then scale it later. This is less about launching a massive shift in a company and more about starting small, seeing success, and build a foundation to make a massive shift in the company over time.
Stats worth mentioning
Consider these stats around omni channel marketing when selling it into the business
Brands can expect a 15-30% increase in transaction size
5-10% increase in loyal customers’ profitability
30% higher lifetime value than those who shop only using one channel
25% of consumers have made an online purchase while standing in a retail store
89% of customers are retained by companies that have an omni channel strategy
In summary, this is how people shop now. Consumers need multiple touchpoints from a brand to build up enough trust to open their wallet to them. For brands to stay ahead they must implement this quickly or they will soon be left behind.
Omni Channel Micro Project Overview
By building a micro project around omni channel, you can help your organization try omni channel marketing without having to get the WHOLE company behind this. This will involve identifying an opportunity, getting a few select team members to help, launching the project, and reporting the results.
By taking this approach it helps your brand see success quickly and builds momentum for larger shifts later. This can take 3-4 weeks from start to launch which is fairly attainable for most brands.
Key tip: When people hear ‘micro project’ they think, “Oh cool, we can knock that out easily.” When people here, ‘Omni channel marketing strategy and monumental foundational shift for the company’ they think, “No way is this possible…”
Remember, by spearheading this you can build strong relationships with other departments and gain more awareness for the social program at your organization. This helps your program and in turn helps grow your career.
Steps to Build an Omni Channel Micro Project
Here are the steps to building an Omni Channel Micro Project at your organization. Remember, this isn’t about completely transforming the business overnight. This is about showing the company success by doing a small project based on principles of omni channel.
Present the Customers’ View
To start, we’ll want to identify a key experience that a customer is having with your brand. Are you seeing a certain pain they are experiencing when purchasing your product? Are multiple customers asking the same question over and over? The key here is to help bring the customers’ point of view to the attention of your organization.
You can find these experiences through social listening, watching trends of what customers consistently talk about, and reviews found on product pages or social pages.
Examples of this:
When customers are looking at the hang tag on our product, they can’t find the information they want. The information is on our website but not the hang tag.
When shopping in store, the return policy at the cashier says we have a 30-day return policy, but online it says its 90 days.
On our recent email we are promoting our new fall line but, on the website, we still are promoting summer clearance.
What are inconsistencies or pains that your consumer may be experiencing? What are products that are being promoted that need better messaging or are clearer to your buyer? Think of 3-5 ideas that come to mind and then we’ll begin our selection process of which one is best to do a micro project for.
Select Your Project
Once you have a few ideas, select your project based on context and deliverability. You want to select your idea based on if this is relevant to your audience and can the team and resources you have in front of you actual make a change to influence this.
Context
Is this a constant issue for our customers or only happens rarely?
Should this be addressed sooner or later?
Is it affecting a lot of customers or just a certain segment? If it’s just affecting a certain segment, that actually makes a great case for a micro project to make a change and see the results to that small segment.
Is this related to the overall brand experience or a select product? Again, if it’s just a select product that can be a great candidate for a micro project.
Deliverability
Do you have enough information to get started on this or do you need more time for research?
To make a change, is this going to cost a substantial amount of money or time from the team? Are we tightening up messaging or are we re-creating one of our products?
Can you make the change in 3-4 weeks or 3-4 months?
How many stakeholders need to sign off on this change? 1-2 or 5-10?
Based on your responses above, plot the ideas on the graph below to identify what’s a candidate for a micro project and what ideas should be held off for a later time.
Segment Audience
Now that you have a micro project selected it’s important to identify your audience segment that you’ll focus on for this project.
As you’ve gone through the vetting process of ideas, you most likely already identified the segmented audience. Make sure to clarify this in the micro project to set the appropriate expectations with the business.
If the segment is small, that’s not necessarily a bad thing. The larger the segment the more change and approval you’ll probably have to get to move forward. You don’t want the segment to be too small either (i.e. two customers in Texas we’re upset because they didn’t like our 4th of July celebration post on twitter) but identifying a group of individuals that you can notify of the change and see results is key.
Examples of Audience Segments:
A group of 30 customers that are long-time customers have contacted us in the last month about clarifying if certain food products we offer are actually gluten free. While 30 may seem small, this question will probably arise in the future making this highly contextual.
Each month we see about 10 reviews on our Facebook page regarding confusion on our retail location and finding directions on how to get there. They are first time customers and are visiting us for the first time.
Recently we’ve seen close to 50 requests in the last 90 days from female ranging from age 34-45 asking if we can make an alteration to our product.
In the last 3 months we’ve had 30+ messages primarily from men from ages 18-25 asking about a product we use to carry but don’t anymore.
The key to identifying the audience segment is being as specific as possible. It’s also important to share any other data or anecdotal information including images or social messages from customers to build a case for this project.
Offer a Solution
Now that you have a project and segmented audience in place, you will now offer a solution. When gaining buy-in it’s also helpful to offer a range of solutions depending on the project.
Key Tip: Executives often want to weigh their options rather than only having one solution given to them. They like to also see that you’ve done your homework and thought through various solutions rather than going all in on one approach.
When offering the solution make sure to include timelines, resources needed, and reference past projects that are similar that they may be familiar with. Offer an expected result of what you are trying to make happen to help stakeholders know if this was successful or not.
Are you trying to increase NPS on your website? Increase positive sentiment around the brand? Drive more reviews for a product?
Make sure to clearly state what the objective is so it can be measured against post launch.
Test and Report Back
Once you’ve received approval for the project you’re ready to launch!
As you’re implementing the change make sure to keep stakeholders updated on the project. This is also a great information to include during in the Trust Accelerator Email and the Social Open Office Hours.
As you inform the business of what projects y