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1、search?Whats the mood for today?Add to cartThe Zero-Party Data Marketing Playbook for Shopify&Shopify Plus MerchantsHow to convert site traffic to customers by building real relationships and hyper-personalizing your website,email,and SMSIntroductionFor more than a decade,ecommerce marketing has bee
2、n built on the backbone of third-party data and rented relationships.You probably still rely on third-party data right now without even realizing the precarious situation it has put your business in.What do I mean by relying on third-party data and rented relationships?Let me explain.People come to
3、your stores website,you load a pixel so advertising partners can track what customers do on your website,98%of customers leave without buying anything,and then you pay advertisers to show personalized retargeting ads to encourage people to come back and complete a purchase.You dont have a real relat
4、ionship with most people who have visited your website,so“renting”them from advertisers is the only way you have to communicate with them.But now theres a huge problem with this strategy:Apple and Google are no longer going to allow you to use third-party data and rent relationships the same way you
5、ve been able to.This is a major change in the world of ecommerce marketing.So what do you do?You need to start focusing your attention on building real relationships with customers-on channels that you control-and personalize their entire experience with zero-party data that you own.Why are rented r
6、elationships and third-party data going away as you know it?What is zero-party data marketing?What is the best way to collect zero-party data?How do you increase revenue with personalized email and SMS automations and campaigns?Whats the best way to get started?Dont worry-we created this playbook to
7、 answer all of these questions.Lets do this.Matt SchlichtTable of Contents2.3.5.6.7.8.12.15.16.17.18.19.24.Introduction Octane AI Part 1-The Old Way vs The New Way What Is Rented Relationship Marketing And Why Is It Going Away?Introducing Zero-Party Data Marketing-Build Real Relationships&Increase R
8、evenue Examples of Zero-Party Data By Industry Why brands need to prepare for major data privacy changes&the cookiepocalypse Important Terms and Definitions Part 2-How To Collect Zero-Party Data on Your Shopify Store Greet Customers with Conversational Pop-ups Conversational Pop-up Use Cases&Example
9、s Build Deep Relationships With Product Quizzes Product Quiz Use Cases&Examples What should brands do now to adapt to these data privacy changes?Part 3-How To Personalize Your Email,SMS,&Ads With Zero-Party Data Personalize Your Welcome Series With Zero-Party Data4.14.23.25.26.27.28.29.31.32.33.34.3
10、5.36.41.Example:Personalized Welcome Series Using Zero-Party Data Personalize Your Post-Purchase Flow With Zero-Party Data Example:Personalized Post-Purchase Flow Using Zero-Party Data Campaigns Personalized With Zero-Party Data Ads Personalized With Zero-Party Data Part 4-Octane AI Integrations:Ins
11、tantly Sync Zero-Party Data Everywhere Klaviyo Recharge Alloy Automation LoyaltyLion Zapier Wall of Love Part 5-Get Started Implement Zero-Party Data Marketing with Octane AI30.40.Octane AI:The Zero Party Data Marketing Platform for Building Real RelationshipsOctane AI is the zero-party data marketi
12、ng platform.Founded in 2016,we are an all-remote,global team working hard to fulfill our mission of helping ecommerce merchants take control.Our conversational technology enables you to learn what your customers want so you can deliver personalized experiences they love.Own your data and you own the
13、 key to nurturing real,lasting relationships.Octane AI increases conversion rates by collecting zero-party data(data your customers choose to give you)with the Shop Quiz and Conversational Pop-ups that personalizes the shopping experience at every stage of your customers journey-website,email,ads,SM
14、S,and Facebook Messenger!Trusted by Shopify itself to power their stores Shop Quiz,plus used by thousands of other leading merchants including Skinny Mixes,Glamnetic,Ben Hogan Golf,Polysleep,CYSM and more.We are the only certified Shopify Plus technology for quizzes or Messenger,and were GDPR&TCPA c
15、ompliant.?Learn more about visitors with unlimited quizzes,questions and logic branche?Increase conversion rates with personalized product and bundle recommendation?Improve AOV with add(and add all)to cart from results page?Grow your marketing list and append with detailed preference dat?Improve ema
16、il and SMS ROI by syncing data to Klaviyo?Improve ROAS by using data to create segmented lookalike and retargeting audiencesABCShop QuizCollect detailed zero-party data to power deeper personalization?Recover revenue with&and browse abandonment flow?Strengthen trust with order and shipping notificat
17、ion?Grow engagement with pre-and post-purchase flow?Drive more sales with targeted Messenger&SMS campaign?Decrease support response time with AI-driven Smart Responses,on your site and in MessengerHow about somesuggestions?Yes please!Check this outFacebook Messenger&SMSLike email marketing,but with
18、much higher open rates?Collect more data and opt-ins by asking a simple question or questioons to assist their shoppin?Deliver personalized product recommendations right in the pop-u?Exponentially increase conversion rates with add to cart from the pop-u?Easily set up and deploy on your store in jus
19、t minute?Utilize Octane AIs additional opt-in tools:Non-conversational pop-ups,Click-to-Messenger opt-ins,Messenger ads,Comment Capture and more to capture visitors and convert them into email,Messenger and SMS subscribers.Conversational Pop-upsA faster way to increase opt-ins,conversion and data co
20、llection?Understand what drives your conversion rate?Track your revenue from specific feature?Evaluate on your average order valu?Follow the number of purchase?Leverage engagement and drop off rate?Learn from A/B testing,and moreMake better decisionsDetailed analytics for each piece of the platformI
21、ntegrationsInstantly Sync Zero-Party Data EverywhereRented Relationship Marketing(The Old Way)vsZero-Party Data Marketing(The New Way)Part 1What Is Rented Relationship Marketing And Why Is It Going Away?Rented relationship marketing is when you rely on relationships with site visitors that are not o
22、wned by you,but instead owned and controlled by a third party who rents them to you.Your business probably relies on rented relationships right now.A great example of a rented relationship is retargeting ads.New people come to your website from channels like prospecting ads,influencer marketing,SEO,
23、etc.,they dont give you contact information when they visit your store,an ad platform like Facebook uses a pixel to track what they do on your website,and then you pay Facebook to show them a retargeting ad because otherwise you dont have any way to get in touch with them yourself.This means that yo
24、u are renting your relationship with these people from Facebook.In 2021,Apple made a software update to all iPhone and iPads that breaks rented relationships as you know them(and in the US alone Apple represents over 60%of mobile devices,so this is a big deal).Apples update requires that people usin
25、g iPhones and iPads now have to give permission to Facebook and other apps to track what they do when they are on your store and other websites.Most people dont want to be tracked and so they dont give permission.This means that,for a huge number of people visiting your store,if you dont have their
26、contact information-and Facebook isnt allowed to track them with the pixel-when they leave your website,you have absolutely no way to get in touch with them again.You are no longer able to rent that relationship.Google will also stop supporting pixels and cookies(another form of third-party data tra
27、cking)in 2023,which will reduce your ability to rent relationships even more.You need to implement a new strategy for your business where you stop relying on rented relationships and instead focus on building real relationships and personalizing the experience on your site,email and SMS for each per
28、son based on information you learn from them(like their preferences,concerns,goals,etc).This data collected from consumers is called“Zero-Party Data”and it is the key to personalizing your marketing.Why Rented Relationship Marketing Is Going AwayExample of Rented Relationship Marketing$Add to cartAd
29、d to cartAdd to cartAttract new people to yourwebsite with prospectingads,influencer marketing,referral programs,etc.Rented relationship powered by an advertising pixelMost people leaveyour website withoutmaking a purchaseor giving you theircontact information.You cant contact themyourself,so you pa
30、y Facebookto show a retargeting ad basedon the data tracked from theFacebook pixel.People visit your website andlook at different products.Facebook tracks what they do onyour website using a Facebook pixelThis App would like permission to track you across apps and websites owned by other companies.A
31、sk App Not to TrackAllow TrackingYour data will be used to deliver personalized ads to you.Introducing Zero-Party Data Marketing-Build Real Relationships&Increase RevenueWhat You Need To Do:The#1 Way To Increase Conversions,Contact Info&Collect Zero-Party Data Is By Adding Conversational Pop-ups&Pro
32、duct Quizzes To Your WebsiteWhat Is Zero-Party Data Marketing?Get contact information from as many site visitors as possibl?Collect zero-party data about why your site visitors are coming to your website,what their preferences are,what their concerns are,and anything else you need to know in order t
33、o recommend them the right products and deliver the most valuable content possibl?Use zero-party data to personalize the products and content on your website,email,and SMS for each individual personEcommerce brands using conversational pop-ups and product quizzes to ask customers questions and give
34、them immediate product recommendations typically see a 5X increase in sales conversion rate and 2X to 16X increase in contact information.Zero-party data from conversational pop-ups and quizzes can be instantly synced to email and SMS platforms for hyper-personalized flows and campaigns.Right now,yo
35、u probably collect contact information in exchange for a discount and then send every new person the same email welcome series-treating everyone as if they are the same person.But what if you did something different?What if,instead of treating everyone exactly the same,you talked to each customer an
36、d personalized your website,emails,and text messages based on each persons preferences,concerns,and reasons for shopping with you?This is exactly how zero-party data marketing works?Increases site conversion rate and AO?Grows your marketing list faster(email&SMS?Improves engagement on other channels
37、 like email&SM?Increases revenue and retentio?Protects you from the changes from Apple and Google by giving you full control over your customer relationships and dataZero-party data marketing is the use of data collected directly from consumers(zero-party data)to provide personalized experiences on
38、your website,email,SMS,and other marketing channels,so that all channels convert better and you grow revenue faster.(1)Attract new people to your website with prospecting ads,influencer marketing,referral programs,etc.(2)Start a relationship,get zero-party data and contact info with a conversational
39、 pop-up(3)Build a deeprelationshipwith a productquiz and collect large amounts of targetable zero-party data(4)Instantly give personalized product recommendations(5)Personalize flowsand campaigns on email and SMS with zero-party dataWhat kind of skindo you have?SensitiveDryNormalScalyRed SpotsOilyWe
40、 found the perfect product for you.Add to cartAdd to cartAdd to cartWhat are you looking for?Examples of Zero-Party Data By IndustryThere is an infinite amount of data and questions you may want to learn from customers in order to help you personalize the experience for them.Here are a few examples
41、of the type of data each industry can get value from and some brands already benefitting from a zero-party data marketing strategy.Beauty?Ag?Skin typ?Skin concer?Skin ton?Allergie?Styl?Existing routin?BudgetFood&Bev?Favorite taste?Allergie?Dietary restriction?Preferred vib?Consumption habit?Social h
42、abit?BudgetApparel?Styl?Siz?Fi?Favorite color?Favorite material?Social habit?Gende?BudgetPets?Type of pe?Size of pe?Age of pe?Number of pet?Pet activity leve?Chewing strengt?BudgetHealth?Ag?Weigh?Fitness habit?Goal?Existing condition?Allergie?Gende?BudgetBaby?Ag?Gende?Eating habit?Siz?Color palett?D
43、esign them?BudgetWe already had a conversion rate above the industry average,but Octane helped us increase it further.By far the most advanced solution in the market.”This app will unlock doors for your business.I will proudly recommend this app to anyone who wants to offer customization to their cu
44、stomers in a DTC e-commerce world.”Why brands need to prepare for major data privacy changes&the cookiepocalypseThe writing is on the wall.Your success will be determined by how much you do right very now.The more proactive you are,and ultimately become,in-theory,the less likely youll be negatively
45、impacted by whats to come.Seeing the sizable impact of iOS 14 on our clients over the past year has been a challenge.And we have iOS 15 rolling out soon(think of this as what iOS 14 is to paid social,iOS 15 is to email marketing).And then well be hit with cookies going away.The insights and data we
46、once heavily relied on to make decisions,are going to disappear.Without these insights,itll be harder for us to make data-driven decisions.So by doing your part to get ahead of this,youll set yourself up for success.My best recommendation is to lean heavy into collecting zero and first party data(wi
47、th an emphasis on zero-party data).The more data and insight you collect now while things are still somewhat accessible,the better youll be in the long run.If you wait,itll likely be too late.Chase DimondPartnerStructuredScott SonnebornCEOTydoDTC brands should be aware of data privacy changes becaus
48、e of its impact on current digital marketing best practices.Privacy changes and the impending cookiepocalypse will yield short-term negative consequences on brands collective ability to accurately target potential customer cohorts.It essentially makes third-party data(i.e.partner CRM list)unusable,a
49、nd second-party data(i.e.Facebook)becomes less granular and therefore less qualified.As a result,costs are shooting up in quick succession.The large majority of consumer brands will likely find it difficult(and costly)to roll out highly targeted ad campaigns.Put simply,the combination of lower quali
50、ty and poorly enriched data makes it hard to identify,personify,and attract customers via paid marketing.Sarah LeitzHead of MarketingMalomoWith the release of iOS 14 and the coming cookiepocalypse,its going to be a lot harder,but not impossible for brands to personalize ads based on users behavior a
51、nd activity.They will have less third-party data thats typically been used to hypertarget potential customers.These changes dont mean that digital advertising is dead.It just means that brands have to adapt and leverage other channels to continue growing their company.Bradley WilkinsonPartnerships&M
52、arketing SpecialistKlicklyFor decades,the third-party cookie allowed brands to understand customer behaviors and provide engaging experiences.The death of the third party cookie signifies a dramatic shift in targeting capabilities which will effect how your entire business attracts new customers,ret
53、ains current ones,and your bottom line.Why brands need to prepare for major data privacy changes&the cookiepocalypseAshley ScorpioVP of PartnershipsHawke MediaWe are moving away from a world where customer data is easily accessible and into an opt-in only,privacy focused one.Brands need to pay close
54、 attention to this shift as it has major implications for digital advertising in particular for targeting,retargeting,and reporting.The size of app connections,app activity Custom Audiences,and website Custom Audiences will continue to decrease over time.Reporting and data will be delayed and become
55、 less precise too.It can now take up to 3 days from when a conversion event takes place for it to be reported as opposed to how it had historically been reported in real time where data was passed through when the specific event occurred.Beyond that,default attribution windows are also moving from a
56、 28 day click to a 7 day click.In addition,advertisers are now limited to using only 8 conversion events per domain,including both standard and custom conversions for optimizing within an ad account.This is the greatest shakeup in digital marketing since GDPR.Troy OsinoffCo-FounderJuiceCookies enabl
57、e more personalized ads,which foster an overall better digital experience for people.Advertisers will have to adjust to having less data points available to inform them on performance and targeting.Paid targeted advertising wont be the same,and brands will need to navigate the new landscape with les
58、s attribution and targeting options.Advertising will still be effective,but previous tactics need to be reimagined.Tina DonatiSenior Marketing ManagerFuel MadeThe shift in consumer privacy isnt comingits already here.If you werent preparing for it before,you need to prioritize it now in order to com
59、municate with your customers effectively.Consumers are tired of getting ads from brands that randomly know everything about their personal information.It feels disingenuous and creepy,especially when the customer didnt willingly share that information with the brand to begin with.PHPeter HollensCrea
60、tor&CEOOne Voice ProductionsOur business has relied on third parties like Facebook,Google and Amazon to reach customers.This year,with the new data privacy changes and the cookiepocalypse,weve learned that owning the relationship with our customers is more important than ever.If we as a brand can ow
61、n the relationship,we dont have to rely on third-party websites to unlock access to customers.Blake ImperlManager of Partnerships Growth and InsightsAttentiveThese major changes are fundamentally shifting the way brands approach customer acquisition.If youre not capturing a visitors digital identity
62、 when they come to your site,youre forfeiting opportunities to create deeper relationships.Digital identity is the core pillar upon which customer experience is built on for modern D2C brands.Forward-thinking brands are investing heavily into channels that dont use third-party data sources for retar
63、geting.Additionally,brands are losing visibility into accurate attribution through certain paid marketing channels.This is a direct result of not being able to identify who clicked on a third-party ad and then made a purchase through the website.Because of this,brands will need to redefine their str
64、ategy and success metrics on paid advertising channels.Why brands need to prepare for major data privacy changes&the cookiepocalypseJacob SappingtonManager of Retention4x400The less data we have on potential customers,the harder it becomes to get the right message to the right person.If you continue
65、 to use 2019 tactics,youll quickly get left behind.Gary Stentz Jr.Head of Marketing ScienceMutesixThe impact of the ongoing privacy and tracking changes in the e-commerce landscapemainly due to Apples App Tracking Transparency(ATT)and the impending loss of Googles third-party cookiesessentially boil
66、 down to a loss of signal,meaning previously relied-upon data points are less representative than they once were.This creates a measurement problem for data-driven businesses that make decisions based on the health of their marketing and e-commerce sales/revenue.To put it in perspective,as part of A
67、prils iOS 14.5 and Junes iOS 14.6 deployments,which have been adopted by over 73%of iPhone users(92%of whom have opted out of app tracking),ATT has resulted in an estimated 40%total signal loss for key performance metrics like revenue,ROAS,and CPA.Adam PearceCEOBlend CommerceJust like GDPR,its not a
68、 time to ignore now and pay for it later.If your revenue from paid ads is over 40%,its time to start thinking about how to reduce your dependency on the channels that will be harder to manage.Lucas WalkerFounderRolled UpThe trend has been moving toward more and more customer data and freedom.Even if
69、 you dont need to pay attention now or in 2021,the same wont be said in 2025.With these changes,what works now,wont work down the road and you need to be ready.Dan CaldwellStrategic Technology Partner ManagerKlaviyoThe way brands will be able to use third-party data is changing.Advertising on third-
70、party platforms is going to be more challenging and less efficient since marketers will lose their ability to deliver highly personalized and targeted messages to consumers that they dont have a direct relationship with.Paid advertising will likely get more expensive and there may be a lower return
71、on ad spend as well.Rachel TyersVP of Strategic PartnershipsOkendoThe data privacy changes are going to make it harder for brands to target well-qualified,high-intent buyers.With an influx of less qualified web traffic,your website is going to need to take the extra step to educate consumers and ins
72、till shopper trust in your brand in order to keep your on-site conversions high.Kelly VaughnFounder&CEOThe Taproom AgencyBeing too dependent on data you dont own is a recipe for disappointment,both for merchants and for their customers.Were entering a new era where privacy comes first,and brands nee
73、d to adapt to this new online browsing experience.Why brands need to prepare for major data privacy changes&the cookiepocalypseMandi MoshayDirector of RetentionCommon Thread CollectiveGone are the glory days of online advertising.With Covid-19 accelerating the pivot to digital,marketers should expec
74、t a continued scrutiny when it comes to the data being collected without consumers knowledge or consent.Smart marketers have already diversified their channel mix,and are leaning even more heavily on owned efforts(CRO,Email,SMS)to build a base of loyal customers in the face of constant algorithm cha
75、nges and iOS 14.Failing to make serious pivots before the elimination of 3rd party cookies will mean certain death.Nick VenerisMarketing Manager RefersionFor years,brands have relied on third-party cookies to help retarget and market their products on different websites to the same target audience.F
76、or example,brands have the ability to purchase ads on other websites that display a specific product to a consumer who previously viewed that product on the brands own website.But today,user privacy is increasingly under the magnifying glass of regulators.Traditional third-party cookies are becoming
77、 less and less reliable and are now at risk of being blacklisted.Just this year,Apple began requiring consent from users for apps to track and share their data with third-parties.Google plans to phase out support for third-party cookies in 2023.Simply put,third-party tracking is out,and user privacy
78、 is in.Making it harder and harder for brands that rely on third-party cookies to reach their target audience.Joseph HsiehFounderRetention Commerce Brands need to start leveraging tools to build their own customer data so that they can better segment and personalize their messaging without depending
79、 on other platforms to do so.Shifting the data from third-party to first-party is going to be the next race for relevance and improved performance.Zack EliasDirector of PartnershipsPlobal AppsDue to their ability to track history and shopping behaviours,third-party cookies have been essential for di
80、gital advertising and retargeting.The cookiepocalypse,alongside Apples iOS 14.5 updates,are great for consumers privacy,but will require that brands revisit their marketing strategies.The emphasis will shift from third-party,to owned data,and tools such as quizzes,surveys,email,SMS and mobile apps w
81、ill continue to rise.Going forward,brands will need to ensure they own their relationship with their customers.We need to review and revamp our data strategies,and prepare for a less push and more pull approach with reference to consumer data.KMKaleigh MooreFreelance WriterRetargeting efforts are go
82、ing to be dramatically different.Id encourage brands to lean into influencer marketing or affiliate partnerships as a workaround for these changes.12Important Terms and DefinitionsThird-Party DataThird-party data is any information collected by another company,platform or aggregator that doesnt have
83、 a direct relationship with the users being tracked.Third-party data is often an aggregation of user behavior across hundreds or thousands of websites and mobile applications.Modern online advertising relies on third-party data for creating custom audiences and ad retargeting.Third-party data is rap
84、idly decreasing in usefulness due to new privacy laws(GDPR,CCPA,etc.)and recent policy changes by Apple and Google that increase user control over what kind of data platforms are allowed to track and store.First-Party DataFirst-party data is data you collect from your customers or audience through t
85、heir behavior.Common examples of first-party data include website activity,purchase history,subscription data,conversion rate,order value.Tools for collecting first-party data include Google Analytics,Optimizely,and first-party cookies.Customer-First Data:A term coined by Klaviyo encompassing both z
86、ero-party and first-party data.Zero-Party Data(Customer-First Data)Zero-party data is data collected directly-and voluntarily-from customers.Zero-party data is often composed of responses or answers to questions asked directly by a brand.Common examples of zero-party data include a customers typical
87、 skin routines(beauty),size(fashion),allergies(food),taste preferences,color preferences,email or SMS opt-in,and other forms of directly-collected data.Tools for collecting zero-party data include quizzes,Conversational Pop-ups,surveys,and answers to customer support questions.Zero-party data is oft
88、en utilized to provide personalized experiences on ecommerce websites,email,SMS,and other marketing channels to improve their conversion and customer satisfaction.CookieHTTP Cookies are small data blocks created by a website that is stored on the users computer that can store session data,authentica
89、te users and track behavior and browsing history.There are two main types of cookies:first-party cookies primarily used for authentication and login,and third-party cookies primarily used for tracking browsing history and behavior.Support for third-party cookies is going away over the next few years
90、 in a process known as the cookiepocalypse.First-party cookies are not at risk of disappearing.CookiepocalypseThe cookiepocalypse refers to a major event in the future where Google will phase out all support for third-party cookies.Google has already announced this change will occur in 2023 over a t
91、hree-month period.This change will likely result in Google blocking third-party cookies in Google Chrome,the worlds most popular browser.The cookiepocalypse has major implications for the advertising and ecommerce industries,especially for companies and platforms that rely on third-party data for th
92、eir advertising and retargeting.Ecommerce brands must prepare now for the end of third-party cookies by collecting zero-party data from their customers and adopting new technologies that remove their reliance on this third-party data.Google is giving publishers and brands a 9-month period to transit
93、ion to new technologies in 2022,but brands should start their transition ASAP.Important Terms and DefinitionsConversational Pop-upA conversational pop-up is an interactive pop-up that allows ecommerce brands to ask customers a relevant question or set of questions within a pop-up-and then recommends
94、 products based on their answer(s).For example,a conversational pop-up may ask a customer what they are looking for.Conversational Pop-ups provide immediate value to a customer.The result is an average 33%interaction rate with a Conversational Pop-up(vs.3-10%for a standard pop-up),a 2-4x increase in
95、 email opt-ins,and a 3-6x increase in sales.Octane AI pioneered the concept of a conversational pop-up.Product QuizA product quiz is a guided shopping experience,usually on an ecommerce website,that asks customers a series of questions to help them find the right product or products for them.Product
96、 quizzes boost ecommerce sales by increasing sales conversions and collecting more email and SMS contact info/opt-ins.A product quiz is one of the most prominent ways to collect zero-party data from your customers and website visitors.This data can then be used for analytics,insights,and deep person
97、alization across email,SMS and other marketing channels.Octane AI offers the Shop Quiz,a product that lets ecommerce brands build,design,and implement a beautiful on-site quiz.Brands can then leverage the zero-party data they have collected through Octane AIs marketing channels(Messenger and SMS)and
98、 through integrations with email and SMS platforms(e.g.Klaviyo)and automation platforms like Alloy Automation and Zapier that connect to countless other tools ecommerce brands utilize.SegmentationSegmentation is the act of categorizing your customers into smaller groups of people that have something
99、 in common.Segments of customers can be made based on any piece of information you have collected.Common segments include first-time purchasers,VIP customers,customers who have abandoned their shopping carts,and inactive subscribers.Zero-party data allows ecommerce brands to build much more powerful
100、 and useful customer segments based on voluntary customer data.For example,a beauty brand can create zero-party data segments based on a customers skin routine,experience level,skin tone,skin allergies,and what theyre currently shopping for.Advertising PixelAdvertising pixels are snippets of code th
101、at allow brands to gather data about website visitors and what actions they took so that they can use ads to retarget them.Ad platforms often utilize this data across thousands of websites to create custom audiences and target ads to groups of customers on websites and social networks.Advertising tr
102、acking pixels often rely on third-party cookies.With Apples recent data privacy changes in iOS 14.5 and the impending cookiepocalypse,the usefulness and effectiveness of advertising pixels will decrease significantly.Brands now rely on zero-party data to compensate.How To Collect Zero-Party Data on
103、Your Shopify StorePart 2Greet Customers withConversational Pop-upsWhat is it?Instead of demanding contact information immediately when someone lands on your website,increase conversions by starting with a compelling question like“What are you looking for?”,then collect their contact information and
104、deliver value in the form of a product recommendation and an optional discount code.Save all the data.This is how you would start a conversation in person.Now you can do it right on your website.Benefits?2X your marketing opt-ins(email/SMS?4-6X your onsite sales conversion?Collect zero-party data in
105、 a natural wa?Sync data to your email and SMS platform(like Klaviyo)in order to grow your marketing list and power segmentatio?Sync data to your Facebook ad account in order to bypass the need for a pixel(1)Greet new site visitors with a friendly question:Show this to site visitors when they first l
106、oad your website or when they are about to leave.(Tip:You can ask any question or as many questions as you want!)(3)Show recommended products based on their answer(s)+give an optional discount code:Automatically show products the site visitor is likely to purchase.(2)Collect emailaddress or phonenum
107、ber:By asking a question first,you are able to engage more site visitors and grow your list faster.15%to 20%Answer the question50%submit contact information10%to 30%complete a purchase(4)Save all data to Octane AI and instantly sync it to your email,SMS,or ad platform:Use your collected data to pers
108、onalize what content and products you show and send in your nurture campaigns.Skin concern:Email:Discount:Product recommendations:Pages views:Actions:”Wrinkles”8JSPA2”Wrinkle cream,Body lotion.Home page,FAQ page.Added to cart,started checkout.Discount code:8JSPA2Worried about wrinkles?We havejust wh
109、at you need.Add to cartAdd to cartAdd to cartAlmost there!Where should weemail your discount code andproduct recommendation?Unlock DiscountAnswer to get 10%OFF and a personalized product recommendation!What are you looking for help with?RednessDrynessWrinklesAcne“How do I use the zero-party data to
110、personalize my email,SMS,and ads?”Well show you some great examples.Check out these pages:Page 24Welcome SeriesPage 25CampaignsPage 26AdsConversational Pop-up Use Cases&ExamplesThis app will unlock doors for your business.I will proudly recommend this app to anyone who wants to offer customization t
111、o their customers in a DTC e-commerce world.”The Octane team is a true partner,integrating with the rest of our marketing plans and helping to drive increased revenue.”One month in and Octane has been absolutely amazing!This has been one of the best investments weve made in our company in a while.”B
112、uild Deep Relationships With Product QuizzesWhat is it?It can be difficult to figure out which products are right for you when exploring a new brand,especially if it is a product you have never purchased before.In a retail location,you can easily ask somebody for help,they can find out more about yo
113、ur needs and concerns,and then they can help put together the best products for you.Product quizzes enable you to offer this experience for all of your site visitors.Automatically ask a series of questions and then recommend a set of personalized products.This could be used to create a product finde
114、r experience,a gift finder,a bundle builder,a routine builder,or it could even explain why your one product is a great match for them.Benefits?5X higher sales conversion rate from quiz-takes than the average Shopify website?Increase opt-in collection(email/SMS?Collect a large amount of zero-party da
115、ta in a natural wa?Sync data to your email and SMS platform(like Klaviyo)in order to grow your marketing list and power segmentation?Sync data to your Facebook ad account in order to bypass the need for a pixel.(1)Ask a series of questions:Questions help determine product recommendations and collect
116、 targetable data for email and SMS(2)Collect contact information:People can submit email or phone number to get their results sent to them(and an optional discount).(3)Save all data to Octane AI and instantly sync it to your email,SMS,or ad platform:Use your collected data to personalize what conten
117、t and products you show and send in your nurture campaigns.What kind of skin do you have?SensitiveDryNormalScalyRed SpotsOilyOk,got it.What is your age?GoDo you have any skin concerns right now?AcneWrinklesNoneAgingHeres your personalized skin care routine.Add to cartAdd to cartAdd to cartWant to ge
118、t the entire routine and save 15%off?Are you allergic to anything?AcidsAluminumMetalsSyntheticsWeve found the perfect thing.Whats your phone number?Skin type:Age:Skin concern:Allergies:Phone:Product recommendations:Page views:Actions:”Dry”25-35”Wrinkles”none”555-555-5555Wrinkle cream,Body lotion.Hom
119、e page,FAQ page.Added to cart,started checkout.Ready to find the perfect skin care routine?Were going to put together the perfect routine for you.Find the perfect routineGet the routine and save 15%Product Quiz Use Cases&ExamplesOctane AI has really been a game changer.We have generated over 6 figur
120、es in revenue within the first 2 months of being partnered with them.”Octane AIs quiz has single handedly been one of the biggest drivers for data acquisition at our company.”What should brands do now to adapt to these data privacy changes?On top of the funnel,brands need to diversity their acquisit
121、ion channels beyond just paid social.Look into establishing good SEO to rank for relevant keywords,build evergreen strategies on platforms like organic Tiktok,Pinterest,and Youtube.Double down on the right influencers and build communities of users that you have a good relationship with.In the middl
122、e of the funnel where users are on your website,brands need to collect data that actually matters.Just collecting their email or phone number tells you nothing about the customer and it means that youre just going to send blanket messages to everyone and blend in with everyone else in their inbox.We
123、 use the Octane AI Shop Quiz to interact with our customers and build their profiles,which feeds into our ESP like Klaviyo for personalized marketing messages.Jason WongFounderDoe LashesChase DimondPartnerStructured In-addition to sending traffic just to your homepage or a product page,also send tra
124、ffic to quizzes.Focus on collecting as much helpful data,insight,and feedback as possible.This will help with sourcing crucial zero-party data.Also,make sure youre extracting as much as you can out of your email and SMS channels.Email and SMS are going to become even more important than they already
125、 are.The ability to communicate directly with your audience via channels you own is going to be crucial for driving predictable and consistent revenue.Ami WilliamsonFounderDamn WriteIf they havent already,brands should be looking at how they can collect zero-party data through quizzes,messenger bots
126、 and conversational pop-ups.These tools put the power back in the users hands while still capturing the data needed to accurately adapt the experience to them because customers may not want you tracking their every move,but they still expect a personalised experience.And beyond capturing the data,br
127、ands need to look at how to make use of it to improve their customer experience(which has been shown over and over to improve everything from AOV to retention).The simplest way to do this is through segmented email and/or SMS journeys,where youre using the info the user willingly gave to send them r
128、elevant content ideal for driving opens,clicks and sales.Tina DonatiSenior Marketing ManagerFuel MadeThe truth is you cant rely on third-party data anymore.And you need to pivot quickly toward a new strategy.Luckily,the solution is already in your hands:its called“owned marketing.”But in order to us
129、e your owned marketing channels well,its essential to grow your marketing lists and collect zero-party data,resulting in you reaching more customers and sharing messages that feel personalized.Start collecting this data through targeted pop-ups,conversational pop-ups,quizzes and surveys,email prefer
130、ence centers,and landing pages with embedded forms.Chris GeorgeChairman&Co-Founder SubtaFinding creative ways to gather data from your customer is something every brand will need to start to implement.What should brands do now to adapt to these data privacy changes?Daniel BudaiCEO&FounderBudai Media
131、I suggest that everyone should start focusing on channels such as Messenger,SMS,email marketing,loyalty programs,and investing more into understanding your owned data and your contact list.Start conversations with your customers more than ever,ask questions,get replies,and segment them based on thei
132、r replies.If possible,connect your ad platform with these retention marketing channels.Galen KingFounder&Creative DirectorLucidIf brands arent already focusing heavily on more direct approaches such as community-building,email,and content-driven storytelling,they should be!Building direct relationsh
133、ips with customers and potential customers is hard work and takes time but is cheaper and stickier in the long run.Brands should also be thinking of simple ways to collect more information about prospective(and existing customers).Some easy options are through pre-and post-purchase surveys and chatb
134、ots.Sarah LeitzHead of MarketingMalomoConsumers are increasingly relying on trust and a meaningful experience with brands to choose where and how they make purchases.Brands need to shift away from overly relying on ads fueled by third-party data to focusing on creating interactions and experiences t
135、hat drive value to consumers.D2C brands need to leverage the channels they own to create engaging experiences fueled by zero and first-party data(data consumers willingly give you).Connecting with customers in a more authentic,less creepy way helps to reduce acquisition costs and improve repeat purc
136、hases and ultimately build fans of your brand.Shayna SilversDirector of Marketing StrategyAbsoluteWebThe first thing brands can do is recognize that moving away from third-party cookies does not need to be a bad thing.By focusing on initiatives that support the concept of zero-party data,brands can
137、actually strengthen their customer relationships and increase their brand loyalty.A fun way for a brand to do this is by implementing a Shop Quiz on their website.This not only prompts the customer to engage on the website,but it also gives the brand the opportunity to collect zero-party data as wel
138、l as increase the likelihood of conversion.In addition,it is important for brands to make their customers feel comfortable sharing their personal information as well as be transparent in their messaging.Brands need to effectively communicate with their audience so that they understand the benefits t
139、hat come with sharing their data.If customers realize that providing their information will allow them to have a more personalized online experience,they may be more likely to consent.Dan CaldwellStrategic Technology Partner ManagerKlaviyoIts going to become more difficult to collect,target,and meas
140、ure third-party data,so brands should take the following steps to reduce their reliance on third-party platforms amid the privacy changes that are happening:Flip the funnel.Shift your focus to collecting zero-party data and first-party data,or what we at Klaviyo call Customer-First Data,to personali
141、ze your customers experience at scale.Then,set up the right“communication”channels to use the data youve collected to create the right experiences.Place more emphasis on existing customers.Theyre already high-intent users,so engage them to drive higher lifetime value(LTV),more repeat purchases,deepe
142、r loyalty,and even greater word-of-mouth.Youre building your business from the bottom up while building a sustainable base of business.Leverage your various channels and use the data youve collected to create the right experiences.Examples include:Lifecycle marketing,cross-sell and upsell recommenda
143、tions,loyalty programs,and referral programs.Lillie SunHead of GrowthThree Ships BeautyContinue leveraging your organic social channels to build a moat around channels that may be affected by data privacy changes.It almost feels like going back in time and pursuing more traditional methods.Its more
144、time consuming but in my opinion,not something you should skip.Take time to build a loyal community of customers that engage with you,your brand and each other.Encourage them to spread the word through referrals and be an advocate for you on the internet!What should brands do now to adapt to these d
145、ata privacy changes?Ashley ScorpioVP of PartnershipsHawke MediaFirst and foremost,reconsider channel mix,audit existing ad tech,and rethink the current attribution model.Unfortunately,the status quo isnt going to cut it and whats working now or has worked previously likely wont perform as well in th
146、e future without third-party data despite the fact that digital advertising platforms are making adjustments to address these changes too.Owned and earned channels are more important than ever as is a brands existing customer base.If new customer acquisition becomes increasingly more expensive,its b
147、est to spend more time and resources on re-engagement and building loyalty with current customers as well as win back campaigns for previous customers.The days of hyper pixel segmentation are gone.Thus,customer lists are going to be even more valuable than before so its going to be essential to focu
148、s on proper audience segmentation and rigorous retention efforts over not only email but SMS too!Zero-party and first-party data is the way forward.If you can,find out who owned your customer data and come up with a new strategy for collecting that data on your own.This process will take time and ef
149、fort but the impact of owning that information will lead to more successful targeting and consumer engagement.Try surveying your customers or sending them quizzes to understand their desires and recommend the best products for them.Andrew GluckGeneral PartnerirrvrntVCWhat they should have been doing
150、 all along:investing in content marketing,SEO,and email.Working hard on setting up CDPs to ensure that they can leverage their data in all the right ways.Kate CassidyPartner Marketing ManagerCartHookFocus on what your brand can control.Build your email list,understand your current customer,and impro
151、ve LTV.A few ideas?Look for ways to increase AOV(post-purchase offers),create repeat customers(subscriptions)and drive organic traffic(referral programs).Kelly VaughnFounder&CEOThe Taproom AgencyNows the time to be focusing on relationship-building with your customers!Even before these data privacy
152、changes were brought to the forefront,your customers wanted to feel like they mattered as an individual and werent just another number.Put your relationship-building skills to work and start talking to your customers.Get to know them on a personal level.Learn their likes and dislikes,where else they
153、re shopping,and have fun with it.Not every conversation needs to be business-related.Customers who feel appreciated will be back to shop again and again,and its significantly cheaper to retain and existing customer compared to obtaining a new customer.Shashank KumarFounderPushOwlPrioritizing owned m
154、arketing channels(like SMS,email,and web push)is key in maintaining communication and effectively converting potential customers.Owned channels have fewer restrictions on how you target subscribers so,your brand has a lot more control over the kind of messaging and targeting you set up.The real icin
155、g here is that owned marketing channels sync with your store data so you can use relevant customer information to segment your audience and send personalized promotions or even set up automated messages based on actions that customers take.Ethan ChoiPartner AccelBrands needs to focus on establishing
156、 direct relationships with their consumers.This will enable them to own their destinies and also enable them to personalize their offerings to their customers.Brands should start collecting zero-party and first-party data.Zero-party data,in particular,is powerful because its data that a consumer is
157、giving to a brand,based on some value exchange.Its essentially your customers telling you exactly what they like and dont like!What should brands do now to adapt to these data privacy changes?Mandi MoshayDirector of RetentionCommon Thread CollectiveDriving qualified leads to your site has already go
158、tten more challenging-and expensive.Brands should be doing everything within their power to create a delightful and engaging experience on site,and employing creative approaches to collect opt-ins for email,SMS,or Messenger communication.A shiny incentive wont be enough;retailers will need to use th
159、e zero and first-party data available to create more personalized experiences that keep customers engaged and coming back for more.And I dont mean a first name in the subject line of an email.Customers dont mind giving brands more information about themselves if the brand will actually put it to use
160、 to create a more relevant shopping experience.We have the data-the trick is to actually use it.Nick VenerisMarketing ManagerRefersionFocus on first-party data.Brands should first do an audit of any existing performance marketing campaigns to see if they will be affected by this restriction of third
161、-party cookies.Brands with an influencer or affiliate marketing program in place or that are considering getting started with one should then look for a platform that will let them track and attribute affiliate conversions while staying compliant with these data privacy changes.That means working wi
162、th an affiliate marketing platform that uses first-party cookies rather than third-party cookies,and that acts as a creator and processor of each individual clients tracking data.Joseph HsiehFounderRetention CommerceStart building your own customer dataset by utilizing Octane AI and other tools to c
163、apture information about your audience.Make it part of the brand experience and utilize the data you have about a prospect or customer to delight and improve their interactions with your brand.Gina EllisonPartner Marketing ManagerShipBobFrom an operational perspective,brands have multiple options to
164、 offset the cookiepocolype.1.Expand to new channels,and reach new customers.Youre not just limited to your Shopify store.There are marketplaces,B2B,and social channels that you can use to scale.2.Make your brand stand out IRL.Did you know 40%of online shoppers would share an image of their purchase
165、on social media if it came in branded packaging?A remarkable unboxing experience can delight your customers,and increase the chance that theyll share the experience(and your product)with their friends and social media followers.3.Collect qualitative data when you can.Some brands make inventory and p
166、roduct development decisions based on the responses they get from shoppers(e.g.,using customer quiz responses to expand product lines).Similarly,some of the most valuable insights you can gather can come when customers are not satisfied,including returns.Having a well-defined returns and exchange po
167、licy is critical to driving ongoing loyalty.Joshua ChinCEO and FounderChronos Agency#1 Double down on open-rate optimizing A/B tests:The iOS15s data privacy changes will disrupt open rates as an email metric.Even before the announcement of iOS15,A/B testing has always been a core priority for Chrono
168、s clients.Only with testing will we find the formula that performs best with your audience.Once iOS15 comes knocking on the door,you should have a concrete idea of the subject lines,send times,and other elements that perform best for your brand.This ensures that youre not flying blind into the darkn
169、ess.#2 Explore alternative marketing channels for additional touchpoints:Multichannel marketing is a must-have strategy this 2021 because it enhances the customer experience.It allows eCommerce stores to engage,nurture,and retain customers for the long term.Customers who are engaged across multiple
170、channels have higher customer lifetime value and higher transaction rates.#3 Be transparent when collecting customer data:Give your customers a good reason for sharing their data.People still prefer to have a personalized shopping experience online with brands that they trust,so start by building th
171、at trust and ask for permission explicitly.Shop Quizzes with Octane AI drive exceptional customer experiences while allowing brands to collect zero-party data that ultimately skyrocket conversions.In our experience at Chronos,this works especially well for skincare,beauty,and health supplement brand
172、s.How To Personalize Your Email,SMS,&Ads With Zero-Party DataPart 3Personalize Your Welcome Series With Zero-Party DataWhat is it?Every customer is different-so why send them the same email when they first sign up for your stores newsletter or SMS list?Zero-party data allows you to dynamically perso
173、nalize the subject lines,copy,images,and recommended products in your welcome series based on the answers each person gives when interacting with a conversational pop-up or with a product quiz.Benefits?Increase click rates and sales conversion?Build better relationships with customers by sending the
174、m products and content that is catered to who they are,what they are looking for,and how they are feeling(1)Site visitor takes your quiz or engaged with your conversational pop-up(3)Instantly show personalized product recommendations on the website(4)Send a personalized emailwith dynamic products an
175、dcontent based on their answers(5)Continue sending the rest of the email welcome series(2)Use data collected to determine the best type of products for this person+sync to your email platformReady to find the perfect skincare routine?Heres your personalized skincare routine.Add to cartAdd to cartAdd
176、 to cartWant to get the entire routine and save 15%off?Get the routine and save 15%Skin type:Age:Skin concern:Allergies:Desired routine:Sensitive skin:Email:”Dry”25-35”Wrinkles”None”Night time”No”Were going to put together the perfect routine for you.Find the perfect routine5 min You know their skin
177、 type is and they are concerned about Personalized“Dry”“Wrinkles”You know what products are best for their skin type,concerns,etc.PersonalizedYour custom skincare routine is ready!To:Your Customer Skincare RoutineEverything you need to take care of your skin and prevent.dry wrinklesAdd to cartAdd to
178、 cartAdd to cartExample:Personalized Welcome Series Using Zero-Party Data PersonalizedShow products based on their quiz answers PersonalizedCustomize the email based on what you know about each personTrigger:Someone takes the quizHere are your quiz results!Thank you for visiting usWe make our produc
179、ts with careWhy people like our productsHow we got startedThe secret to a good night timeskin care routineThe secret to a good morning skin care routineWhat is their desired routine?Personalize Your Post-Purchase Flow With Zero-Party DataWhat is it?Your post-purchase flow is critical to turning a on
180、e-time customer into a repeat customer.Utilize data you collect in Shop Quizzes and Conversational Pop-ups to elevate your post-purchase experience and increase their LTV with your brand.The better zero-party data you collect,the better experience and the more value you can provide.Benefits?Increase
181、 click rates and sales rate?Build better relationships with customers by sending them products and content that is catered to who they are,what they are looking for,and how they are feeling(1)Site visitor takes your quiz or engaged with your conversational pop-up(3)Site visitor completes a purchase
182、after takingyour quiz(4)Personalize the positioning of the contentin the post-purchase flow based on theirquiz or conversational pop-up answers PersonalizedYou know their goal is to“Lose a lot of weight”PersonalizedYou know their barrier is“Not knowing what to do”PersonalizedYou know their motivatio
183、n is“Going to the beach”(2)Use data collected to determine the best type of products for this person+sync to your email platformAre keto snacks a goodoption for you?Thank you,Matt!Your order is confirmedWeve received your order and were getting it ready.A confirmation email has been sent to .Come ba
184、ck to this page for updates on your order status.Goal:Familiarity:Activity:Main goal:Motivation:Barrier:Cooking:Email:”Lose a lot of weight”Somewhat”Workout a little”Rapid weight loss”Going to the beach”Not knowing what to do”I cook a lot”Tell us about yourself&well see if keto will work for you.Tak
185、e the quizHow to make a tasty keto breakfastTo:Best keto breakfast recipes for and!losing weightgetting ready for beach seasonDont worry,this is going to be really easy.Well tell you exactly how to do it.$150Example:Personalized Post-Purchase Flow Using Zero-Party DataHow often do they cook?Trigger:
186、Placed an orderThank you for your order!A note from our founderOur special keto bundle is on sale todayHow to start working out during ketoHow to maximize workouts with ketoKeto snacks you dont even need to cookHow often do they work out?Our favorite keto recipes for breakfast,lunch and dinner Perso
187、nalizedCustomize the email based on what you know about each personCampaigns Personalized With Zero-Party DataWhat is it?Personalize your email and SMS campaigns based on zero-party data you have collected from people shopping at your store.Even slight changes in wording can create a message that pe
188、ople will resonate with a lot more.Benefits?Increase click rates and sales conversion?Build better relationships with customers by focusing your messaging on their problems,concerns,and preferences(1)Site visitor takes your quiz or engaged with your conversational pop-up PersonalizedYou know they ha
189、ve never used magnetic lashes before PersonalizedYou know they already use magnetic lashes(2)Sync data from Octane AI to your email or SMS platform so you can personalize campaigns in the future(3)Send an email or SMS campaign announcing a new productHave they used magnetic lashes before?“All the ti
190、me”or“Sometimes“Never used them”Experience:Style:Price range:Email:”Never used them”Glamorous”$150”How often do you usemagnetic lashes?All the timeSometimesNever used themNew magnetic lashes have arrived!New magnetic lashes have arrived!To:To:The new magnetic lashes are in stock!You can put these on
191、 in seconds,(check out this tutorial).even if youve never done it beforeThe new magnetic lashes are in stock!These glamorous lashes are a great addition to any lash collection.Ads Personalized With Zero-Party DataWhat is it?Because of Apples recent data privacy policy changes,your Facebook pixel may
192、 no longer track the majority of people who visit your website(thus breaking your ability to power personalized retargeting ads).By collecting zero-party data and an email address,you can bypass the need for a pixel by syncing this information to Facebook to create retargeting audiences.Benefits?Pow
193、er retargeting audiences for site visitors you wouldnt previously have been able to target.(1)Site visitor takes your quiz or engaged with your conversational pop-upWhat kind of pet do you have?DogCatFish PersonalizedYou know that they are interested in chicken treats for dogs(2)Sync data from Octan
194、e AI to your email platform so you can personalize campaigns in the future(3)Create audiences on Facebook based on email addresses and zero-party data synced from Octane AIPet:Size:Interested in:Page views:Email:”Dog”20lbs-30lbs”Treats,Toys”Quiz,Chicken treatsShop nowYour dog is going to love these
195、chicken treats!Octane AI Integrations:Instantly Sync Zero-Party Data EverywherePart 4Klaviyo:Connect with Customers on Owned Marketing ChannelsKlaviyo,founded in 2012,is an email and SMS marketing automation platform for ecommerce businesses.Its one of the best-known marketing tools in the ecommerce
196、 ecosystem,utilized by over 13,000 online brands worldwide.Recently,Klaviyo has been a leader in owned marketing-taking ownership and regaining control of your customer experiences.Klaviyo helps you leverage zero and first-party data from Octane AI and other data sources to personalize your email an
197、d SMS marketing campaigns and flows.About KlaviyoKady SrinivasanSVP,Global Head of MarketingThe way brands are able to use third-party data is fundamentally changing as big tech companies like Google,Facebook and Apple look to make cookies obsolete in the coming years.Advertising on third-party plat
198、forms is going to be more challenging and less efficient since marketers will lose their ability to deliver highly personalized and targeted messages to consumers.Not to mention,paid advertising is getting priceycost per impressions(CPM)and cost per click(CPC)are increasing,which is effectively infl
199、ating customer acquisition costs(CACs)on third-party platforms.Why do brands need to pay attention to(and prepare for)major data privacy changes and the Cookiepocalypse?As it becomes more difficult to collect,target and measure with third-party data,savvy marketers are shifting their focus to first-
200、party data and Customer-First Data to ensure consumer consent.Customer-First Data accounts for the information that people voluntarily offer to brands,like their email address or phone number,and first-party data accounts for information observed by a brand about someone on their owned properties.By
201、 tracking behavioral data such as purchasing trends,website activity and email/SMS engagement,brands can determine what marketing messages are most effective,where people get stuck in the customer journey,what products people would be most interested in,and who is most likely to convert.Additionally
202、,collecting relevant psychographic and demographic information can help personalize messages based on customer preferences,location,lifestyle,and more.Customer and first-party data are consent driven,while third-party data is not explicitly opted-in to-or at least hasnt been until recently.On top of
203、 that,the ambiguity surrounding how advertisers actually collect data has largely made consumers distrust the process altogether.While not a revolutionary concept,it will require a mindset shift for brands who want to put their customers first.What should brands do now to adapt to these data privacy
204、 changes?Used byDan CaldwellStrategic Technology Partner ManagerThe Octane AI and Klaviyo integration allows merchants to pass the first party data gathered by Octane AI and sync that with your Klaviyo account.Subscriber opt-ins and results from quizzes help to increase list sizes and knowledge of y
205、our customers preferences.These insights can be used to send more personalized email and SMS to website visitors and customers.How does the Klaviyo+Octane AI integration help customers build better relationships with their customers?Recharge:Turn One-time Customers into Recurring RelationshipsRechar
206、ge,founded in 2014,is a subscription management and payments platform for ecommerce businesses.Its one of the best-known subscription tools in the Shopify ecosystem,utilized by over 15,000 online brands worldwide.Recharge helps you turn one-time customers into long-term,recurring relationships.Recha
207、rge+Octane AI helps you collect more zero-party data by adding subscription options into your Shop Quizzes and Conversational Pop-ups,lowering the barrier for customers to opt into a subscription while collecting valuable data for personalization.About RechargeMatt HoulemardStrategic Technology Part
208、ner ManagerAs industry trends continue to shift towards more protections around consumer privacy,many of the acquisition channels that leverage third party data will become less reliable for brands to confidently determine how well their investment in ad spend is performing.With the new Apple iOS up
209、dates rolling out,merchants are already starting to notice that the channels that leverage third party data and have historically fueled growth,are now starting to see a decline in performance.It is now more important than ever for brands to acknowledge the growing trends in data privacy and conside
210、r new ways to deliver the personalized experiences that their customers love.Why do brands need to pay attention to(and prepare for)major data privacy changes and the Cookiepocalypse?Brands need to start owning and learning more from visitors by improving the quality of data distributed across integ
211、rated tools that help automate their business.Brands on Recharge utilize subscription data along with other integration partners to combine and gain accurate,valuable insights about the performance of interactions with their brand.This allows them to create personalized shopping experiences for cust
212、omers and open up new opportunities for future purchases.Subscribers are your most engaged loyal customers,gathering“direct from the consumer”zero party data to better connect and understand them,and ultimately build a community where they can refer other ideal customers.Recharge+Octane AIs powerful
213、 integration allows brands to utilize powerful insights collected by Conversational Pop-ups and the personalized level of shopping experience through Shop Quiz to help guide their customers to the ideal subscription product that best fits their needs.When combined with the ease of managing subscript
214、ions on Recharge,brands can build a highly engaged customer base through a seamless purchasing experience that delights customers end to end.Together,the Recharge+Octane AI integration empower brands to own their zero-party data to increase conversion rate,average order value and lifetime value for
215、long term business growth.What should brands do now to adapt to these data privacy changes?How does the upcoming Recharge+Octane AI integration help customers build better relationships with their customers?Used byAlloy Automation:Leverage Octane AIs Zero-Party Data in Your Ecommerce StackAlloy Auto
216、mation,founded in 2019,is a no-code ecommerce-focused automation platform.Alloy allows you to take data youve collected in Octane AI(through our new Octane AI+Alloy integration)and other data sources and send that data to the other ecommerce tools you use,including Postscript,Gorgias,Junip,Omnisend,
217、Okendo,SMSBump and much more.Below is a short list of the workflows you can leverage with the new Octane AI+Alloy integration.The possibilities are limitless.If you want early access to Octane AI+Alloy,go here to sign up for the private beta.About Alloy AutomationKatie KrischeMarketing and Partnersh
218、ips LeadFor the past few years,ecommerce brands who focus on performance marketing have seen unparalleled success.With iOS15 changes and a shift with data privacy,ad platforms like Facebook are seeing major restrictions in the data that can be leveraged for advertising.In the end,brands who collect,
219、centralize,and automate with owned data will be able to create more personal relationships across their Shopify apps.Why do brands need to pay attention to(and prepare for)major data privacy changes and the Cookiepocalypse?Brands should start collecting,centralizing,and automating with owned data.Wi
220、th advertising platforms no longer able to collect information without permission,the onus is on brands to start building direct relationships with customers,asking them for data,and syncing it across their ecommerce tech stack.Alloy Automation allows brands to see the data collected from 100+ecomme
221、rce apps and platforms in one place and send it across their tech stack with easy-to-set-up templates.With Alloy Automation and Octane AI,you can send Octane AI collected data into 100+ecommerce apps and platforms.For example,if a customer opts-in with their email or completes a Shop Quiz,you can us
222、e Alloy Automation to send that zero-party data to other toolscreate tags in Shopify based on quiz answers,add the information to Hubspot contacts,or use an Alloy Recipe to create an instant workflow that connects your tools and drives revenue.What should brands do now to adapt to these data privacy
223、 changes?How does the upcoming Alloy Automation+Octane AI integration help brands build better relationships with their customers?Used bySyncs withAlloyto Coming soonoctane aiLoyaltyLion:Reward your Most Loyal Customers and Rely Less on Rented RelationshipsLoyaltyLion,founded in 2012,is a customer l
224、oyalty software platform for ecommerce businesses.LoyaltyLion allows you to deliver exclusive experiences to your customers and reward high-value for their consistent loyalty through points,rewards,and data insights.By leveraging a loyalty program,you can gain more insights into your customers and t
225、heir behavior and rely less on rented relationships from sources like Facebook and Google.About LoyaltyLionAlison MurtaghMarketing ExecutiveMarketers may currently feel they are constantly being challenged with numerous major privacy changes,however this could also be seen as an opportunity to refoc
226、us marketing activity on customers who will have the highest lifetime value.While these changes may limit opportunities to reach new audiences,the impact on brands who are focussed on delivering the greatest possible value exchange to their customers will be far less.Brands should think of these cha
227、nges and the Cookiepocalypse as an opportunity to encourage customers to opt in by making them feel as though they are part of something bigger,and being recognized and rewarded for their involvement.Ensuring that your existing customers are getting tangible and emotional benefits in return for bein
228、g opted in,repeat purchasing and acting as advocates will significantly help in counteracting reduced access to new customers.Why do brands need to pay attention to(and prepare for)major data privacy changes and the Cookiepocalypse?As data privacy changes approach,brands should take every possible o
229、pportunity to enrol new and existing customers into a loyalty program.This will provide ongoing opportunities to connect and engage with customers in the long-term.However,it will also give you a platform to build emotional connections that ensure your customers stay opted-in for good.Ensure that yo
230、ur loyalty program is set up to tell your brand story,communicate your values and create a community of like-minded customers who are getting far more than just products in return for their engagement with your brand.LoyaltyLion is a data-driven loyalty and engagement platform helping fast-growth ec
231、ommerce merchants power longer-lasting relationships and sustainable growth.We combine best-in-class technology and integrations with dedicated loyalty expertise to help marketers drive more revenue from highly-engaged,highly-valuable customers.We believe that a loyalty program is about far more tha
232、n points and rewards.Its about using loyalty data and insights to connect and accelerate activity across multiple marketing channels,ensuring that you can continue to create emotional connections and deliver personalized experiences no matter what changes are thrown at you.LoyaltyLion helps you to b
233、uild and maintain a loyalty program that will set your store apart,attracting and converting new shoppers,delivering exclusive experiences for your existing customers and driving incremental value for your brand.What should brands do now to adapt to these data privacy changes?How does LoyaltyLion he
234、lp brands build better relationships with their customers?Used byZapier:Send Data Collected in Octane AI to Your Favorite AppsZapier,founded in 2011,is a workflow automation platform that supports automations between thousands of the worlds most popular apps.Zapier allows you to take data youve coll
235、ected in Octane AI(through our new Octane AI+Zapier integration)and other data sources and send that data to the other tools you use,including email marketing platforms,SMS platforms,Google Sheets,Slack and much more.Below is a short list of the workflows you can leverage with the new Octane AI+Zapi
236、er integration.The possibilities are limitless.If you want early access to Octane AI+Zapier,email .About Zapierand other apps3,000+Zapierto Coming soonoctane aiWall of LoveOctane AI provides us with the tools we need to help merchants form stronger relationships with their customers.Between the Shop
237、 Quiz and Conversational Pop-Ups,we love having a partnership with Octane AI because they take the heavy lifting out of building the tools we need to collect this zero-party data and focus on ensuring our clients are able to build long-lasting relationships with their customers.Kelly VaughnFounder&C
238、EOThe Taproom AgencyAdam PearceCEOBlend CommerceWeve already seen how powerful Octane AI is for building great onsite experiences,but in this age when data collection from third parties is dying,theres never been a more important time to get Octane AI for your store.Jason WongFounderDoe LashesZero-p
239、arty data that Octane AI has been championing is really the key to surviving in ecommerce.Consumers want an experience that mirrors what they would get in-store,and Octane AI is the best tool to get as close as possible to that.Chormaic SullivanCo-FounderBS+Co MarketingOctane AI continues to build o
240、ut tools to collect information from subscribers in interactive and engaging ways.Accross all of our clients accounts,quizzes generate a return of$15-$20 per subscriber that goes through a follow up flow(within an ESP)which is an insane return-with that type of return,you can pump money into ads to
241、the quiz and print money.Galen KingFounder&Creative DirectorLucidOctane AI is at the forefront of conversational commerce.The suite of Octane AI tools makes it super easy for brands to engage with their audiences and customers and collect meaningful first-party data that isnt only helpful for future
242、 marketing efforts but enriches the conversations and enhances the customer experience.The ultimate goal is not just to turn visitors into customers but customers into lifelong fans!Octane AI makes this easy to implement without the huge technical overhead and cost implications traditionally associa
243、ted with building these experiences from scratch.Nathan WoodsCOORun GumOctane AI is constantly thinking of ways for brands to interact and engage with their customers in a way that is personal and scalable.Two things that are usually not in the same sentence.Ashley ScorpioVP of PartnershipsHawke Med
244、iaOctane AI is a game changer that really brought conversational commerce to the forefront of the industry.With these data privacy changes,Octane AIs capabilities are even more instrumental-utilizing Octane AI chatbots for customer engagement,and shoppable quizzes to garner customer data,plus enable
245、 personalization across campaigns,and specific product recommendations is where the company excels.Hawke Media is pleased to partner with Octane AI,which not only provides an innovative platform that our clients can benefit greatly from but also excellent client support.Wall of LoveMaier BianchiFoun
246、derBemeirFrom the moment we encountered Octane AI,there was something different about the energy of the team,and this was from the founders Ben and Matt,on down to every employee and even their mascot.It is this energy and dedication to providing a useful and outstanding set of tools for Shopify mer
247、chants as a singular focus,that has led to its rocketing popularity and generation of millions of dollars for these merchants.It is refreshing to see a partner like Octane AI make it so easy to engage with merchants on adding their technology to their websites and the results show long term merchant
248、 satisfaction with Octane AI.We at Bemeir see Octane AI as one of the best in class providers for customer engagement tools.Emily BarnierBrand&Marketing CoordinatorZyberWorking with Octane AI means we can offer clients the right solutions when it comes to generating questionnaires and capturing key
249、data about customers.Their integration with our favourite apps like Klaviyo&Recharge means we offer the most powerful integrated solution to clients.Were big believers of an omnichannel strategy,Octane AI is the perfect tool to facilitate this.Scott SonnebornCo-Founder TydoOctane AI is particularly
250、exciting to our team and culture at Tydo due to its focus around uniquely personalized commerce experience and allowing brands to collect zero-party data on their customers.From our vantage point in the data analytics space,we see brands benefiting from improved customization and personalization in
251、real-time on a deeply quantitative level.More importantly,we partnered with Octane AI due to the companys commitment to metric-driven growth and quant attribution for its customers.Chase DimondPartnerStructured Personalization is at the core of everything I do as an email marketer.I cannot stress en
252、ough how important it is that you engage each subscriber and customer on your list,individually.And how can you do that?By leveraging tools and platforms like Octane AI.Step 1 in the process is collecting the data so you can be informed on how and what you say to each respective subscriber and custo
253、mer.This is again where Octane AI comes in clutch.Troy OsinoffCo-Founder JUICEOctane AI is always innovating and updating with new features and options to create a better relationship with end customers for brands.Its rare to see platforms innovate with client needs in mind as much as Octane AI does
254、.This is why we always recommend the platform to our clients.Octane AI has proven to be an invaluable partner during these increasingly data-deprived times as they have pivoted at lightning speed to adapt to the privacy-first,post-pixel world e-commerce brands are suddenly operating in.With their re
255、cent rollout of new tools,theyve made it easier than ever before for brands to collect zero-party data that personalizes the customer journey without having to rely on Facebook or Google.Now,with the impending release of iOS 15 and its drastic email tracking implications,we feel confident their Shop
256、 Quizzes and Conversational Pop-ups will be an email marketing game-changer for collecting more opt-ins and converting more shoppers,all while gathering much-needed customer data once open rates disappear.Gary Stentz Jr.Head of Marketing ScienceMutesixWall of LoveLillie SunHead of GrowthThree Ships
257、BeautyWere excited to partner with Octane AI because of the personalization we can offer our customers and how simple it is to get set up.We love their account team for taking care of us so well.Jennie Evamy Hill Tech Platform Partner ManagerClearcoWere thrilled to partner with Octane AI to fuel the
258、 growth of the fastest growing online brands through creativity and innovation.Their personalized approach to zero-party data and how they are reimagining the ecommerce customers journey during this surge of privacy protection changes is impressive.Susanna PapetteSenior Account ManagerHustler Market
259、ingAt Hustler we believe that focusing on the customer journey is the most important thing.Focusing on each individual can help us gather specific info and personalise their content to then improve the business-audience relationship long-term.Octane AI could play a crucial role in that and help us o
260、ptimize the process.Shayna SilversDirector of Marketing StrategyAbsoluteWebOctane AI is a great platform that offers tools to help prepare for the data privacy changes that are unfolding.For example,implementing initiatives like the Shop Quiz can be beneficial to both the customer,by offering them a
261、 personalized experience,and the brand,by enabling them to no longer rely on third parties.Bradley WilkinsonPartnerships&Marketing SpecialistKlicklyFirst-party data is often hard to come by on your own it requires a lot of work.Octane AI is extremely well positioned for the aforementioned privacy up
262、dates.They make it super easy for brands to collect first(and zero)party data resulting in better personalization and higher conversions.Klickly has a vast amount of first-party data that brands can leverage.Partnered with Octane AI,brands get access to better data and consumers have a seamless expe
263、rience.Kady SrinivasanSVP,Global Head of MarketingKlaviyoIts more important than ever to collect,own and leverage Customer-First Data,and Octane AI is a partner that does just that.They help our customers collect Customer-First Data to provide more relevant messaging and build stronger relationships
264、 with their own customers that result in increased conversions and optimization.Shashank KumarFounderPushOwlOctane AI helps merchants connect with their customers through channels like Facebook Messenger and SMS.These channels,along with web push notifications,make a holistic omnichannel mix,allowin
265、g brands to communicate with and convert customers with different preferences and browsing behavior.Wall of LoveMandi MoshayDirector of RetentionCommon Thread CollectiveOctane AI continues to be on the bleeding edge as a marketing platform.Their relentless focus on building customer-focused relation
266、ships through truly conversational interactions has unlocked a whole new world of potential.Whether its helping your prospects find the perfect product through a shoppable quiz,or allowing customers to fully control their interactions with your brand through expressed preferences,the customer is alw
267、ays at the center of their functionality.Joshua ChinCEO and FounderChronos AgencyOctane AI is hands down the best tool for building personalized journeys through Shop Quiz and Conversational Pop-ups to maximize subscriber growth.All of us at Chronos are excited to be a part of Octane AIs journey to
268、help more brands create a more meaningful&personalized shopping experience for their customers!Nick VenerisMarketing ManagerRefersionOctane AI has evolved and flourished during our partnership over the last 3 years.We were particularly impressed with the success of the Octane AI Shop Quiz which has
269、received industry-wide recognition and adoption.We share Octanes passion and determination to help brands succeed in ecommerce and look forward to working with them for many years to come.Joseph HsiehFounderRetention Commerce Octane AI is always at the cutting edge of ecommerce and they are the conn
270、ective glue that lets brands of all sizes better serve their customers and yield better performance.Ive been a fan since day one and look forward to the new solutions they bring to the industry!Gina EllisonPartner Marketing ManagerShipBobIve been working with Octane for about three years and my favo
271、rite part of the company is definitely the people.Everyone is so passionate about enabling retailers to drive more direct,data-driven customer relationships.From helping mom and pop shops get on Facebook Messenger to helping customers find their perfect shade of makeup,the Octane AI toolstack is in
272、a lane of its own.They are leaders in the martech space and I am excited to see what comes next for them.Erika CarmichaelHead of MarketingTalkableOctane AI will become a channel to supercharge your data collection.Through the use of Conversational Pop-ups and surveys,brands will be able to continue
273、to build out 360 degree customer views.Leveraging the information garnered from these channels in your refer-a-friend program empowers brands to create relevant,and personalized onsite offers and experiences.Layer those preferences into your loyalty program,and brands will be able to develop a progr
274、am that goes beyond just points and tiers but also creates an experience that stimulates on-going engagement and long-term brand affinity.Brett BernsteinFounder&CEOGatsbyOctane AI continues to be masters of innovation,finding new ways to build relationships between brands and their consumers.Their n
275、ew solution is great,and ties in beautifully with Gatsbys value of finding influential customers and building up your communityGet StartedPart 5Implement Zero-Party Data Marketing with Octane AIAll of the tactics and strategies covered in this playbook are easy to implement with Octane AI.Fast-growi
276、ng DTC brands implementing this playbook have connected with 16x more customers on email and SMS,seen a 6x sales conversions,and increased revenue by over 50%?Increases site conversion rate and AO?Grows your marketing list faster(email&SMS?Improves engagement on other channels like email&SM?Increase
277、s revenue and retentio?Protects you from the changes from Apple and Google by giving you full control over your customer relationships and dataAgencies:Interested in becoming a Certified Zero-Party Data Marketing Partner?Our partner team will educate you on ways to utilize zero-party data in order t
278、o maximize personalization and increase conversion on a brands website,and also within your email and SMS strategy.Youll be a priority partner for new client referrals from Octane AI,receive white glove support,and also earn commissions as a part of our program.Email to get access today!(1)Attract n
279、ew people to your website with prospecting ads,influencer marketing,referral programs,etc.(2)Start a relationship and get contact info with a conversational pop-up(3)Build a deeprelationshipwith a productquiz and collect all the targetable zero-party data you need(4)Instantly give personalized produ
280、ct recommendations(5)Nurture relationships respectfully on email and SMS using zero-party dataWhat kind of skindo you have?SensitiveDryNormalScalyRed SpotsOilyWe found the perfect product for you.Add to cartAdd to cartAdd to cartWhat are you looking for?Get started yourself Implement this playbook y
281、ourself by installing Octane AI on your Shopify store,setting up your conversational pop-ups and quizzes,syncing data to your marketing channels,and using zero-party data to personalize your customer journey.Try it for freeHave questions?Want help implementing the playbook?Our team is available to walk you through this playbook and the Octane AI product 1-1,answer questions,and even help you implement zero-party data marketing best practices.Book a demo