{"id":104805,"date":"2024-10-31T14:01:14","date_gmt":"2024-10-31T18:01:14","guid":{"rendered":"https:\/\/www.litmus.com\/?p=104805"},"modified":"2024-12-18T16:14:39","modified_gmt":"2024-12-18T21:14:39","slug":"customer-data-management-guide-for-marketers","status":"publish","type":"post","link":"https:\/\/www.litmus.com\/blog\/customer-data-management-guide-for-marketers","title":{"rendered":"Data Management&#8217;s Impact on Email and Lifecycle Success"},"content":{"rendered":"\n\n\t<div id=\"simple-text-block-block_b5298cfde20a13d551db6f5873967473\" class=\"block-simple-text-block alignfull \" style=\"background-color:\">\n  <div class=\"container\">\n  \t<div class=\"row\">\n  \t\t<div class=\"col\">\n  \t\t\t<div class=\"copy\">\n  \t\t\t\t<p><span style=\"font-weight: 400;\">You want to personalize your emails more and try the latest trends, but something stands in your way: customer data management. For many marketers, coming up with creative email ideas is much more fun (and less confusing) than cleaning up data, tracking new metrics, and finding customer insights.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">When we surveyed nearly 1,000 marketers about how they use email in lifecycle marketing, expanding email personalization was the second-highest priority this year, followed closely by improving data management.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In this guide, we\u2019ll outline how to finally get and use the customer insights you need to improve your lifecycle marketing strategy.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">We\u2019ll review:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#data-management\"><span id=\"data-management\" style=\"font-weight: 400;\">Why customer data management is so important for email marketers<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#four-types\"><span style=\"font-weight: 400;\">Four types of customer data to add to your email strategy<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#cdm-crm\"><span style=\"font-weight: 400;\">The difference between CDM and CRM<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tips-data-management\"><span style=\"font-weight: 400;\">Quick tips to improve customer data management<\/span><span style=\"font-weight: 400;\">\u00a0<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#overhaul-data-management\"><span style=\"font-weight: 400;\">How to overhaul your data management<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#data-customer-insights\"><span style=\"font-weight: 400;\">Ways to turn data into customer insights<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#best-practices-data-management\"><span style=\"font-weight: 400;\">Best practices for lifecycle marketing data management<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#metrics-attention\"><span style=\"font-weight: 400;\">Which metrics to pay attention to<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a rel=\"noopener\" href=\"#tools-technology\"><span style=\"font-weight: 400;\">The tools and technology your email tech stack needs<\/span><\/a><span style=\"font-weight: 400;\">\u00a0<\/span><\/li>\n<\/ul>\n<h2><span id=\"data-management\" style=\"font-weight: 400;\">Importance of customer data management in email marketing today<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">80% of marketers say personalization improves their email performance, and who wouldn\u2019t want a piece of that for their lifecycle marketing? <\/span><span style=\"font-weight: 400;\">But basic <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/personalized-email\" target=\"_blank\">personalized emails<\/a>, like sticking a first name in the subject line, isn\u2019t enough to really move the needle on<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/infographic-the-roi-of-email-marketing\"> <span style=\"font-weight: 400;\">email marketing ROI<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/www.linkedin.com\/in\/chadswhite\" target=\"_blank\" rel=\"noopener\">Chad S. White<\/a>, Head of Research at Oracle Digital Experience Agency, noted that \u201cresearch has shown that when emails are personalized with the first name only, it\u2019s actually as likely to hurt email performance as it is to help it. People have seen this trick. They don&#8217;t appreciate it when you only personalize the envelope content. It\u2019s a disconnect when they encounter it on one level and then dig down deeper, and it seems like it&#8217;s just content for everybody.\u201d\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you really want to stand out in the inbox and deliver emails that are relevant and engaging, you need to take personalization a step further. Luckily, there are plenty of interesting new tactics, like<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/progress-bar-tutorial-litmus\"> <span style=\"font-weight: 400;\">progress bars<\/span><\/a><span style=\"font-weight: 400;\"> and<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-gallery\/live-polls\"> <span style=\"font-weight: 400;\">live polls<\/span><\/a><span style=\"font-weight: 400;\">. There are also opportunities to use<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/evaluate-ai-tools\"> <span style=\"font-weight: 400;\">AI marketing tools<\/span><\/a><span style=\"font-weight: 400;\"> for<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-personalization\"> <span style=\"font-weight: 400;\">predictive recommendations<\/span><\/a><span style=\"font-weight: 400;\"> that increase click-through rate (<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/increase-email-ctr\"><span style=\"font-weight: 400;\">CTR<\/span><\/a><span style=\"font-weight: 400;\">) by an average of <\/span><span style=\"font-weight: 400;\">76%.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">However, one thing standing in the way of marketers taking advantage of personalization is\u2014you guessed it\u2014 good data.\u00a0<\/span><\/p>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p>\u201cThere\u2019s supercharged excitement about what AI can fuel, like better personalization and smarter triggers. In between is all of the data, which is just a dumpster fire. In a lot of cases the data is scattered, fragmented, and conflicting. I think the data barriers are really intense. There\u2019s nothing sexy about most of the data structure stuff. But it\u2019s absolutely essential.\u201d<\/blockquote><figcaption class=\"blockquote-footer\">Chad S. White, Oracle Digital Experience Agency<\/figcaption><\/figure>\n<h3><span style=\"font-weight: 400;\">Advantages of proper data management<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Improve email performance: <\/b><span style=\"font-weight: 400;\">Better customer data lets you create relevant <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/emails-that-convert\"><span style=\"font-weight: 400;\">emails that convert<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Do more with the data you have<\/b><span style=\"font-weight: 400;\">: When your customer insights are organized and accessible, you can slice and dice the data in different ways to try more strategies without gathering more data.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Quickly react to trends or ideas<\/b><span style=\"font-weight: 400;\">: You can create and send time-sensitive campaigns when your customer insights are on standby.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Create multi-channel experiences<\/b><span style=\"font-weight: 400;\">: Use customer insights from lifecycle email marketing to inform other channels.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Try the latest email personalization trends<\/b><span style=\"font-weight: 400;\">: If you want to use <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/we-need-to-talk-about-personalization-evolution-trends\"><span style=\"font-weight: 400;\">personalization trends<\/span><\/a><span style=\"font-weight: 400;\"> that capture attention and sales, you need to have good customer data management.\u00a0<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Risks of poor data management<\/span><\/h3>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Poor email performance: <\/b><span style=\"font-weight: 400;\">Generic emails might have low <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-read-rates\"><span style=\"font-weight: 400;\">read rates<\/span><\/a><span style=\"font-weight: 400;\">, retention, and conversions.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Security, compliance, or privacy issues<\/b><span style=\"font-weight: 400;\">: <\/span><span style=\"font-weight: 400;\">If you aren\u2019t intentional about data privacy and security, you may expose your database to data breaches or not adhere to guidelines like GDPR and CCPA.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Difficult tool or personnel migrations<\/b><span style=\"font-weight: 400;\">: Moving <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/what-is-an-esp\"><span style=\"font-weight: 400;\">ESPs<\/span><\/a><span style=\"font-weight: 400;\"> or onboarding a new team member are big enough tasks without wrestling with unorganized data or workflows.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Slow email production and iteration<\/b><span style=\"font-weight: 400;\">: <\/span><span style=\"font-weight: 400;\">Spending time gathering data for a personalized lifecycle email delays production schedules and makes routine tasks like<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-ab-testing-how-to\"> <span style=\"font-weight: 400;\">A\/B testing<\/span><\/a><span style=\"font-weight: 400;\"> cumbersome.\u00a0<\/span><\/li>\n<\/ul>\n<div class=\"container pt-3 pb-5\">\n<div class=\"row blog-cta-blue rounded-5 p-4\">\n<div class=\"col-12 col-lg-9 mx-auto\">\n<div class=\"row d-flex align-items-center\">\n<div class=\"col-lg-6 col-12\">\n<p class=\"bold fs-4\">Prepare your email program for what\u2019s to come<\/p>\n<p>Get the data, insights, and trends you need from nearly 1,000 marketers to future-proof your email program from The State of Email Lifecycle Marketing Report.<\/p>\n<p><button class=\"button-blue download\"><a class=\"text-white text-decoration-none\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/resources\/state-of-email-lifecycle-marketing\">Get the report<\/a><\/button><\/p>\n<\/div>\n<div class=\"col-6 d-none d-lg-block\"><img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/download-blog-cta-09232024.svg\" alt=\"\" width=\"221\" height=\"175\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h2><span id=\"four-types\" style=\"font-weight: 400;\">What are the 4 types of customer data?<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Marketers need to know four types of data for<\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/email-personalization101-preparation\"> <span style=\"font-weight: 400;\">email personalization planning<\/span><\/a><span style=\"font-weight: 400;\">: zero, first, second, and third-party data.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Zero-party data<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Zero-party data \u200b\u200bis individual-level data explicitly given to you directly from your audience.<\/span><\/p>\n<p><b>Examples<\/b><span style=\"font-weight: 400;\">: Names, addresses, and demographic information on your signup form and interests or preferences from your preference center.<br \/>\n<\/span><b>Benefit<\/b><span style=\"font-weight: 400;\">: Customers actively give you information through an interactive experience, which builds brand trust. Plus, you can\u2019t infer, buy, or collect zero-party data elsewhere, making it exclusive to your business to leverage. You also own and control zero-party data, so you aren\u2019t beholden to outside changes like the changing landscape of third-party cookies.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">First-party data<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">First-party data is individual-level data collected from your audience on your channels.<\/span><\/p>\n<p><strong>Examples<\/strong><span style=\"font-weight: 400;\">: Behavioral tracking on your website, purchase history, social media engagement, content performance, or intel from sales or analyst teams.<br \/>\n<\/span><strong>Benefit<\/strong><span style=\"font-weight: 400;\">: Similar to zero-party data, you own and manage first-party data. Collecting information on customer behavior and interactions helps you personalize lifecycle marketing without buying data or relying on outside information.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Second-party data<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Second-party data is data one company purchases from another.<\/span><\/p>\n<p><strong>Examples<\/strong><span style=\"font-weight: 400;\">: Trend resorts, market research, or customer feedback from sites like Google or Tripadvisor.<br \/>\n<\/span><strong>Benefit<\/strong><span style=\"font-weight: 400;\">: Second-party data lets you analyze your ideal customers or market from a higher level, which gives you context or fills in information gaps.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Third-party data<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Third-party data is aggregate data collected from one or more sources.<\/span><\/p>\n<p><b>Examples<\/b><span style=\"font-weight: 400;\">: Consumer visits and browsing activity via cookie, survey responses from outside sources, or behaviors and activities tracked outside your organization.<br \/>\n<\/span><b>Benefit<\/b><span style=\"font-weight: 400;\">: The future of <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/this-is-not-a-drill-the-loss-of-third-party-cookies-is-bigger-than-gdpr-and-ccpa\"><span style=\"font-weight: 400;\">third-party cookies<\/span><\/a><span style=\"font-weight: 400;\"> is uncertain, but it\u2019s been a marketing go-to because third-party data providers do the heavy lifting aggregating data into a more comprehensive format that includes audience profiles.<\/span><\/p>\n<h2><span id=\"cdm-crm\" style=\"font-weight: 400;\">CDM vs. CRM<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Let\u2019s take a quick aside to have a vocabulary lesson on one of marketing\u2019s many acronyms.\u00a0<\/span><\/p>\n<p><b>Customer Data Management<\/b><span style=\"font-weight: 400;\"> (CDM) is a tool that consolidates all of your customer data from various sources in one place. Sometimes, these tools are also called customer data platforms (CDP) or data management platforms (DMP).<\/span><\/p>\n<p><b>Customer Relationship Management<\/b><span style=\"font-weight: 400;\"> (CRM) is a tool that manages customer interactions and organizes information about customers.\u00a0\u00a0\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">While both a CDM and CRM have information about your customers\u2014like demographics, purchase history, and engagement\u2014they function a little differently. CRMs focus on relationships with individual customers, while CDMs create a cross-channel snapshot for real-time personalization.\u00a0<\/span><\/p>\n<h2><span id=\"tips-data-management\" style=\"font-weight: 400;\">3 tips to improve your customer data management<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If your customer data management feels unorganized or lackluster, ask yourself, \u201cIs there alignment across teams?\u201d Mismatched priorities between teams or scattered customer information make it hard to organize your efforts. Here\u2019s how to fix it:\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Tip 1: Make cross-functional friends to break out of data silos<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sometimes, the customer data you need for personalized emails lies outside the marketing department. Making friends across the organization opens you up to new data sources.<\/span><\/p>\n<p><b>Try this<\/b><span style=\"font-weight: 400;\">: Plot out the entire customer lifecycle and multi-channel touchpoints with other departments to identify gaps in the customer experience and opportunities to collect customer data.<\/span><\/p>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p>\u201cThe top goal became customer retention, based on the shift in macro economics where it\u2019s much harder to raise money now. I\u2019m guessing it slipped because often marketing doesn\u2019t own retention. It\u2019s left to another function, often customer success, who\u2019s not given any kind of marketing resources at all. And then they have to fight for marketing resources from content and lifecycle.\u201d<\/blockquote><figcaption class=\"blockquote-footer\">Ramli John, Appcues<\/figcaption><\/figure>\n<h3><span style=\"font-weight: 400;\">Tip 2: Consolidate (and secure) your data\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Where does your data come from, and who is in charge of it? Auditing your customer data governance, such as how you collect data and which roles interact with it, can help you find ways to improve your customer database.<\/span><\/p>\n<p><b>Try this<\/b><span style=\"font-weight: 400;\">: Talk to the data team about what measurement is possible, which data policies you need to be aware of, and whether you need new processes to make measurement possible.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Tip 3: Set shared goals<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Moving your marketing efforts and organization forward is easier if everyone is rowing the boat in the same direction. To get more buy-in and help, try improving customer data management around shared priorities first.\u00a0<\/span><\/p>\n<p><b>Try this<\/b><span style=\"font-weight: 400;\">: Choose goals for multiple teams to work on and clearly outline how each team will contribute.<\/span><\/p>\n<h2><span id=\"overhaul-data-management\" style=\"font-weight: 400;\">How to approach a data management makeover<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">If your data management feels vaguely less-than-ideal, you need a plan to work through it. If you zoom in too close too quickly (like spending hours renaming data tags), you might spin your wheels without making much progress. Here\u2019s how to work through your program to develop a plan.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Figure out what data you have and need<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">First up, take stock of your customer data to find where you fall short. Ideally, you can clean up or get creative with data you already own to try new personalization ideas. If you need to work with other teams to source intel, having a focused request helps.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Make a list of:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data you have now, like customer segments or location<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data you can easily get, such as through preference centers or email polls<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Data you\u2019d love to have, like browsing history\u00a0<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Pick a lifecycle phase to focus on:<\/span><\/p>\n<figure id=\"attachment_102922\" aria-describedby=\"caption-attachment-102922\" style=\"width: 1024px\" class=\"wp-caption alignnone\"><img decoding=\"async\" class=\"wp-image-102922 size-large\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/Lifestyle-Marketing2-1-1024x287.png\" alt=\"lifestyle marketing chart\" width=\"1024\" height=\"287\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/Lifestyle-Marketing2-1-1024x287.png 1024w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/Lifestyle-Marketing2-1-300x84.png 300w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/Lifestyle-Marketing2-1-768x216.png 768w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/Lifestyle-Marketing2-1-1536x431.png 1536w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/Lifestyle-Marketing2-1.png 1646w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption id=\"caption-attachment-102922\" class=\"wp-caption-text\">Personalization and automation opportunities abound, but you only have so many hours in the workday. Choosing a single lifecycle or metric, like re-engaging cold subscribers or converting abandoned carts, narrows your focus. Start planning from a high level by choosing one lifecycle phase to focus on.<\/figcaption><\/figure>\n<ol>\n<li><strong>Awareness<\/strong><b>: <\/b><span style=\"font-weight: 400;\">Introduce potential customers to your brand, product, or service.<\/span><\/li>\n<li><strong> Engagement<\/strong><span style=\"font-weight: 400;\">: Use content to encourage the audience to engage with your brand<\/span><\/li>\n<li><strong> Consideration<\/strong><span style=\"font-weight: 400;\">: Provide content to guide customers into considering your product or service<\/span><\/li>\n<li><strong> Activation\/Conversion<\/strong><span style=\"font-weight: 400;\">: Drive the customer to take action, like purchasing your product or service<\/span><\/li>\n<li><strong> Onboarding<\/strong><span style=\"font-weight: 400;\">: Help customers get the most out of your product with smooth onboarding<\/span><\/li>\n<li><strong> Retention<\/strong><span style=\"font-weight: 400;\">: Keep customers engaged and satisfied enough to consider repeat business<\/span><\/li>\n<li><strong> Loyalty\/Advocacy<\/strong><span style=\"font-weight: 400;\">: Create brand advocates out of happy customers<\/span><\/li>\n<li><strong> Reactivation\/Win-Back<\/strong><span style=\"font-weight: 400;\">: Re-engage inactive customers and return them to the customer lifecycle<\/span><\/li>\n<\/ol>\n<h3><span style=\"font-weight: 400;\">Brainstorm ways to personalize<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Nothing gets the ideas and excitement flowing like seeing <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-create-inspiring-personalized-emails\"><span style=\"font-weight: 400;\">inspiring personalized emails<\/span><\/a><span style=\"font-weight: 400;\"> or learning you can put interactive elements like <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-use-email-scratch-offs\"><span style=\"font-weight: 400;\">scratch-offs<\/span><\/a><span style=\"font-weight: 400;\"> right into your emails. Before you jump into the details of your email personalization, you need to brainstorm how to align personalization with the subscriber and their goals. Ask yourself:\u00a0<\/span><b><\/b><\/p>\n<ul>\n<li aria-level=\"1\"><b>Who are they? <\/b><span style=\"font-weight: 400;\">How you segment your audience is unique to your business, whether by user type, tenure, plan level, buyer persona, or something else entirely.<\/span><\/li>\n<li aria-level=\"1\"><b>What do they need? <\/b><span style=\"font-weight: 400;\">Consider the goals and challenges of each segment and what they need to do to move between the lifecycle phases.<\/span><\/li>\n<li aria-level=\"1\"><b>How can you help? <\/b><span style=\"font-weight: 400;\">Plan what information or nudge they need to take the next steps or expand their relationship with your company. Then, think of how you can personalize emails to give those nudges.\u00a0<\/span><\/li>\n<\/ul>\n\n<div class=\"container pt-3 pb-5 px-1\">\n\t<div class=\"row blog-cta-blue rounded-5 p-4\">\n\t\t<div class=\"mx-auto col-12\">\n\t\t\t<div class=\"row d-flex align-items-center\">\n\t\t\t<div class=\"col-lg-6 col-12\">\n\t\t\t\t<p class=\"bold fs-4\">Unlock endless revenue<\/p>\n\t\t\t\t<p>Let\u2019s take a look at how much email-driven revenue you could be leaving on the table.\n<\/p>\n\t\t\t\t<button class=\"button-blue download\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/roi-calculator\" class=\"text-white text-decoration-none\">Calculate ROI<\/a><\/button>\n\t\t\t<\/div><!--col-6-->\n\t\t\t<div class=\"col-6 d-none d-lg-block\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/09\/download-blog-cta-09232024.svg\" width=\"221\" height=\"175\" alt=\"\">\n\t\t\t<\/div><!--col-6-->\n\t\t\t<\/div> <!--row-->\n\t\t<\/div><!--col-12-->\n\t<\/div><!--row-->\n<\/div><!--container-->\n\t\n\t\n\t\n\t\n\n<h2><span id=\"data-customer-insights\" style=\"font-weight: 400;\">Effectively translating customer data into customer insights<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Maybe your problem isn\u2019t getting customer data\u2014it\u2019s figuring out what to do with it. For example, imagine you use a preference center to learn which customers are interested in hiking versus kayaking. When you combine that customer information with purchase history, you notice that most hiking customers buy your boots first and then order your backpack. Now, you can create a data-driven experiment that promotes your backpack range to new customers who express an interest in hiking.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve collected data, there\u2019s a process to transform them into customer insights for your email strategy.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Gather all of your data<\/b><span style=\"font-weight: 400;\">. Even if you\u2019ll focus on a few customer data points, keep the rest of your intel handy in case you want to cross-reference.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Segment your audience<\/b><span style=\"font-weight: 400;\">. Run your investigation piece by piece to make it more manageable.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Look for patterns<\/b><span style=\"font-weight: 400;\">. Do customers behave similarly or engage with content in a similar order? Is there a recurring frustration? Can you tell what touchpoints in the <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/how-to-personalize-throughout-the-email-customer-journey\"><span style=\"font-weight: 400;\">email customer journey<\/span><\/a><span style=\"font-weight: 400;\"> trigger which actions?<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Define strategies to test your insights<\/b><span style=\"font-weight: 400;\">. Your insights need to be put to the test to know if they\u2019re worth the investment. Design an A\/B test, talk to other teams to learn if they\u2019ve noticed the same trends, or talk to customers.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Use sentiment polls and email metrics to gauge performance<\/b><span style=\"font-weight: 400;\">. Tracking metrics like conversions or the engagement rate of different <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/click-tap-and-touch-a-guide-to-cta-best-practices\"><span style=\"font-weight: 400;\">CTAs<\/span><\/a><span style=\"font-weight: 400;\"> signals what customers prefer. You can also use sentiment polls at the bottom of your emails to get customer satisfaction signals directly from subscribers.<\/span><\/li>\n<\/ol>\n<h2 id=\"best-practices-data-management\"><span style=\"font-weight: 400;\">Best practices for data management and optimization in lifecycle marketing<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Customer data management is a common struggle for marketers. Our research found that securing appropriate data for segmentation and personalization is the number one obstacle in the email production cycle. Let\u2019s look at data management best practices for marketing campaigns.<\/span><\/p>\n<img decoding=\"async\" class=\"alignnone wp-image-104718 size-large\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/10\/Obstacles-819x1024.png\" alt=\"lifestyle marketing chart\" width=\"819\" height=\"1024\" srcset=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/10\/Obstacles-819x1024.png 819w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/10\/Obstacles-240x300.png 240w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/10\/Obstacles-768x960.png 768w, https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/10\/Obstacles.png 1080w\" sizes=\"(max-width: 819px) 100vw, 819px\" \/>\n<h3><span style=\"font-weight: 400;\">Data quality and hygiene<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Good in, good out. Clean and organized data is easier to use, sort of like a fresh strand of holiday lights is easier to hang than a tangled mess.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your customer data is \u2018clean\u2019 when it\u2019s accurate, current, trustworthy, and useful, which takes effort. Common causes for poor data hygiene are issues with data extraction at the source, inaccurate data modeling, and a lack of awareness of the data source. If you want to maintain good data quality:\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Ensure consistent formatting of items like dates and names<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Designate an internal employee as the data owner who knows it inside and out if you rely on a vendor to help with data<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Control permissions in your data tools and set a main user for each data push<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a data dictionary that catalogs what each piece of data means to your company<\/span><\/li>\n<\/ul>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p>\u201cThe raw material that you have in good clean data can really help maximize the effectiveness downstream of all of your marketing efforts.\u201d<\/blockquote><figcaption class=\"blockquote-footer\">Carlos Barrero, Strategic Tech Partner Manager at Klaviyo<\/figcaption><\/figure>\n<h3><span style=\"font-weight: 400;\">Segmentation and targeting<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Keep a list of customer segments you can track with your <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-analytics\"><span style=\"font-weight: 400;\">email analytics<\/span><\/a><span style=\"font-weight: 400;\"> tools and use cases for different customer information. You could even start a folder of <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/best-places-for-email-inspiration-and-examples\"><span style=\"font-weight: 400;\">email inspiration<\/span><\/a><span style=\"font-weight: 400;\"> from other brands with ideas for your customer segments.\u00a0\u00a0<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use email engagement data to target specific marketing campaigns. For example, customers who only skim your emails might need a re-engagement or win-back campaign.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Target customers who downloaded a resource or bought a product to announce your latest relevant info<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use device data to optimize CTAs for mobile vs. desktop users<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Track customer acquisition sources to tailor information for different customer journeys<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">Data integration across channels<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Customer data for personalization has a place across all of your marketing channels, and email can be the starting point. <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/interactive-emails-top-trend-anyone-using\/\"><span style=\"font-weight: 400;\">Interactive email content<\/span><\/a><span style=\"font-weight: 400;\"> boosts engagement and helps strengthen CRM profiles that influence other marketing channels.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, dynamic content like interactive polling includes subscribers in your brand experience,<\/span> <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/using-countdown-timers-to-boost-engagement\/\"><span style=\"font-weight: 400;\">countdown timers<\/span><\/a> <span style=\"font-weight: 400;\">create urgency, and social signals add real social proof to a product\u2019s popularity.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Then, you can update customer profiles with what you learn through email and look for trends. For example, suppose customers in a demographic voted overwhelmingly for a particular poll response. In that case, you can turn around and use that insight to reconfigure which paid social ads you promote to certain audiences.<\/span><\/p>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p>\u201cWe\u2019ve been playing checkers for too long and not enough chess. Looking at things more holistically and diversifying our investments with automation will go a long way. There\u2019s just a bit of a mindset shift that we need to do.\u201d<\/blockquote><figcaption class=\"blockquote-footer\">Drew Price, JRNY PPL<\/figcaption><\/figure>\n<h3><span style=\"font-weight: 400;\">Standardizing A\/B testing and optimization<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A\/B testing is your path to understanding which insights make an impact, but you need to follow the same procedure each time. Here\u2019s how to lay a solid <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ab-testing-foundation\"><span style=\"font-weight: 400;\">A\/B testing foundation<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Create a hypothesis that\u2019s clear, focused, and based on underlying or limited evidence. For example, \u2018targeting new customers with a social proof campaign will lead to more sales.\u2019<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Set a goal for your test, like increasing click-throughs to a product page.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Determine which <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-email-metrics-marketers-measure-and-the-ones-they-should\"><span style=\"font-weight: 400;\">email marketing metrics<\/span><\/a><span style=\"font-weight: 400;\"> you\u2019ll track and how you\u2019ll link them to your A\/B testing cohort.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Consider how the A\/B test could positively or negatively impact the business so there are no unpleasant surprises.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Calculate how many people you need from your audience to be in your overall test to establish statistical significance.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Follow <a style=\"background-color: var(--bs-body-bg); font-size: 1rem; text-align: var(--bs-body-text-align);\" rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/smarter-email-client-testing\">email testing best practices<\/a><span style=\"font-weight: 400;\"> to ensure every email looks like you planned in the inbox.<\/span><\/li>\n<\/ul>\n<p><script src=\"\/\/fast.wistia.com\/embed\/medias\/e57x9f830a.jsonp\" async><\/script><br \/>\n<script src=\"\/\/fast.wistia.com\/assets\/external\/E-v1.js\" async><\/script><\/p>\n<div class=\"wistia_responsive_padding\" style=\"padding: 56.25% 0 0 0; position: relative;\">\n<div class=\"wistia_responsive_wrapper\" style=\"height: 100%; left: 0; position: absolute; top: 0; width: 100%;\">\n<div class=\"wistia_embed wistia_async_e57x9f830a seo=false videoFoam=true popover=true\" style=\"height: 100%; width: 100%;\"><\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<h3><span style=\"font-weight: 400;\">Optimizing deliverability<\/span><\/h3>\n<p><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/why-email-deliverability-matters\"><span style=\"font-weight: 400;\">Email deliverability<\/span><\/a><span style=\"font-weight: 400;\"> gauges whether or not your email makes it into your subscribers\u2019 primary, social, or promotional inboxes\u2014and not the spam folder. Following deliverability best practices makes sure subscribers actually see the emails you work so hard on:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Always <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/ip-domain-email-warm-up?utm_campaign=wc-2022-01-ultimate_guide_to_deliverability-testing\"><span style=\"font-weight: 400;\">warm up a new IP<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Stick to one or two emails a week (unless you\u2019re in eCommerce) to avoid overwhelming subscribers<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Make sure your subject line, preheader text, body content, and images are relevant to your audience and the message itself<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Put the fundamental <\/span><a rel=\"noopener\" target=\"_blank\" href=\"https:\/\/help.litmus.com\/article\/275-email-authentication-protocols#:~:text=with%20your%20domain.-,How%20does%20Litmus%20help%3F,DNS%20or%20your%20sending%20infrastructure.\"><span style=\"font-weight: 400;\">email authentication<\/span><\/a><span style=\"font-weight: 400;\"> protocols in place\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Avoid spam traps with routine <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/spam-filter-tests\/\"><span style=\"font-weight: 400;\">spam testing<\/span><\/a><\/li>\n<\/ul>\n\n<div class=\"container pt-3 pb-5 px-1\">\n\t<div class=\"row blog-cta-green rounded-5 p-4\">\n\t\t<div class=\"mx-auto col-12\">\n\t\t\t<div class=\"row d-flex align-items-center\">\n\t\t\t<div class=\"col-lg-6 col-12\">\n\t\t\t\t<p class=\"bold fs-4\">Get more messages to more people <\/p>\n\t\t\t\t<p>Ensure your content is timely, engaging, and functions on any device\u2014and get ahead of blocklists and spam traps with handy alerts. \n<\/p>\n\t\t\t\t<button class=\"button-blue arrow\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-deliverability\" class=\"text-white text-decoration-none\">Boost deliverability<\/a><\/button>\n\t\t\t<\/div><!--col-6-->\n\t\t\t<div class=\"col-6 d-none d-lg-block\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/07\/blog-cta-email-guardian-07292024.svg\" width=\"210\" height=\"180\" alt=\"\">\n\t\t\t<\/div><!--col-6-->\n\t\t\t<\/div> <!--row-->\n\t\t<\/div><!--col-12-->\n\t<\/div><!--row-->\n<\/div><!--container-->\n\t\n\t\n\t\n\t\n\n<h2 id=\"metrics-attention\"><span style=\"font-weight: 400;\">Essential metrics to guide and evolve your strategies<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Our State of Email survey revealed that while marketers think retention is a top goal, it\u2019s not the most important goal, probably because retention is so hard to measure.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Customer retention isn\u2019t a cut-and-dry KPI that lives on most email analytics dashboards. To figure it out, you have to make friends with your data team and look at holistic performance instead of granular results. That is, if your marketing team is even in charge of the retention KPI. You might not have much say in the effort if you\u2019re merely a retention partner instead of a driver. So, it\u2019s easier to focus on KPIs that might indirectly boost retention, like:<\/span><\/p>\n<ul>\n<li><b>Email read rate: <\/b><span style=\"font-weight: 400;\">how many of your opened emails were actually read<\/span><\/li>\n<li aria-level=\"1\"><b>Conversion rate: <\/b><span style=\"font-weight: 400;\">how many people took the action you wanted them to from your email<\/span><\/li>\n<li aria-level=\"1\"><b>Revenue per email<\/b><span style=\"font-weight: 400;\">: the direct monetary value of your email sends<\/span><\/li>\n<li aria-level=\"1\"><b>Open rate<\/b><span style=\"font-weight: 400;\">: the percentage of your delivered emails that <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/kpis-you-should-be-tracking\/\"><span style=\"font-weight: 400;\">subscribers opened<\/span><\/a><b><\/b><\/li>\n<li aria-level=\"1\"><b>Click-through rate<\/b><span style=\"font-weight: 400;\"> (CTR): the percentage of how many people<\/span> <a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/increase-email-ctr\/\"><span style=\"font-weight: 400;\">click on a call-to-action<\/span><\/a> <span style=\"font-weight: 400;\">in your email<\/span><\/li>\n<li aria-level=\"1\"><b>Unsubscribe rate<\/b><span style=\"font-weight: 400;\">: measures how many people <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-email-metrics-marketers-measure-and-the-ones-they-should\/\"><span style=\"font-weight: 400;\">opt out<\/span><\/a><span style=\"font-weight: 400;\"> of your emails<\/span><\/li>\n<\/ul>\n<figure class=\"row p-5 my-5 background-light-gray rounded-5\">\n<blockquote class=\"blockquote\"><p>\u201cWe all know retention is critically important. But how you actually solve for retention at scale is very tricky.\u201d<\/blockquote><figcaption class=\"blockquote-footer\">Drew Price, JRNY PP<\/figcaption><\/figure>\n<h2><span style=\"font-weight: 400;\">Maximizing email personalization in lifecycle marketing<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">When you properly manage your customer data, you can put it to work. But where and how? Aligning the data you have to your customer lifecycle and campaigns lets everything work together.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Data management for customers<\/span><\/h3>\n<style>\n\t.table-custom {border-collapse: collapse;}<\/p>\n<p>\t.table-custom th, .table-custom td {<br \/>            border: 1px solid black;<br \/>            padding: 10px;<br \/>\t\t\tmargin: -1px -1px 0 0;<br \/>        }<br \/>        .table-custom th {<br \/>            color: white;<br \/>        }<br \/>    <\/style>\n<table class=\"table table-custom\" cellspacing=\"0\">\n<tbody>\n<tr>\n<th style=\"background-color: #439388;\" align=\"left\" width=\"30%\">Scenario<\/th>\n<td>A customer purchased one time<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #7e4893;\" align=\"left\">Campaign idea<\/th>\n<td>Personalized product recommendations or upsells<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #0e5477;\" align=\"left\">Data you need<\/th>\n<td>Purchase behavior, browsing history, and stated preferences<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<style>\n\t.table-custom {border-collapse: collapse;}<\/p>\n<p>\t.table-custom th, .table-custom td {<br \/>            border: 1px solid black;<br \/>            padding: 10px;<br \/>\t\t\tmargin: -1px -1px 0 0;<br \/>        }<br \/>        .table-custom th {<br \/>            color: white;<br \/>        }<br \/>    <\/style>\n<table class=\"table table-custom\" cellspacing=\"0\">\n<tbody>\n<tr>\n<th style=\"background-color: #439388;\" align=\"left\" width=\"30%\">Scenario<\/th>\n<td>A customer purchased products across multiple categories<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #7e4893;\" align=\"left\">Campaign idea<\/th>\n<td>Gift guide or a prompt to visit your store<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #0e5477;\" align=\"left\">Data you need<\/th>\n<td>Purchase behavior, stated preferences, and geolocation<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<style>\n\t.table-custom {border-collapse: collapse;}<\/p>\n<p>\t.table-custom th, .table-custom td {<br \/>            border: 1px solid black;<br \/>            padding: 10px;<br \/>\t\t\tmargin: -1px -1px 0 0;<br \/>        }<br \/>        .table-custom th {<br \/>            color: white;<br \/>        }<br \/>    <\/style>\n<table class=\"table table-custom\" cellspacing=\"0\">\n<tbody>\n<tr>\n<th style=\"background-color: #439388;\" align=\"left\" width=\"30%\">Scenario<\/th>\n<td>A customer has bought from you more than three times<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #7e4893;\" align=\"left\">Campaign idea<\/th>\n<td>Ask for a review or shout-out on social media<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #0e5477;\" align=\"left\">Data you need<\/th>\n<td>Purchase behavior and sentiment<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h2><span style=\"font-weight: 400;\">Data management for prospects<\/span> <\/p>\n<style>\n\t.table-custom {border-collapse: collapse;}<\/p>\n<p>\t.table-custom th, .table-custom td {<br \/>            border: 1px solid black;<br \/>            padding: 10px;<br \/>\t\t\tmargin: -1px -1px 0 0;<br \/>        }<br \/>        .table-custom th {<br \/>            color: white;<br \/>        }<br \/>  <\/style>\n<\/h2>\n<table class=\"table table-custom\" cellspacing=\"0\">\n<tbody>\n<tr>\n<th style=\"background-color: #439388;\" align=\"left\" width=\"30%\">Scenario<\/th>\n<td>A prospect visited your website or app in the last 24 hours<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #7e4893;\" align=\"left\">Campaign idea<\/th>\n<td>Back in stock alert or \u2018get it before it\u2019s gone\u2019 message<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #0e5477;\" align=\"left\">Data you need<\/th>\n<td>Browsing history<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<style>\n\t.table-custom {border-collapse: collapse;}<\/p>\n<p>\t.table-custom th, .table-custom td {<br \/>            border: 1px solid black;<br \/>            padding: 10px;<br \/>\t\t\tmargin: -1px -1px 0 0;<br \/>        }<br \/>        .table-custom th {<br \/>            color: white;<br \/>        }<br \/>    <\/style>\n<table class=\"table table-custom\" cellspacing=\"0\">\n<tbody>\n<tr>\n<th style=\"background-color: #439388;\" align=\"left\" width=\"30%\">Scenario<\/th>\n<td>A prospect hasn\u2019t engaged with your emails in 30 days or more<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #7e4893;\" align=\"left\">Campaign idea<\/th>\n<td>Re-engagement campaign<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #0e5477;\" align=\"left\">Data you need<\/th>\n<td>Email engagement and browsing history<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<style>\n\t.table-custom {border-collapse: collapse;}<br \/>\t.table-custom th, .table-custom td {           border: 1px solid black;            padding: 10px;\t\tmargin: -1px -1px 0 0;        }      .table-custom th {            color: white;        }  <\/style>\n<table class=\"table table-custom\" cellspacing=\"0\">\n<tbody>\n<tr>\n<th style=\"background-color: #439388;\" align=\"left\" width=\"30%\">Scenario<\/th>\n<td>A prospect is close to purchasing<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #7e4893;\" align=\"left\">Campaign idea<\/th>\n<td>Abandoned cart or abandoned browsing<\/td>\n<\/tr>\n<tr>\n<th style=\"background-color: #0e5477;\" align=\"left\">Data you need<\/th>\n<td>browsing history and interest signals<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n<div class=\"container pt-3 pb-5 px-1\">\n\t<div class=\"row blog-cta-green rounded-5 p-4\">\n\t\t<div class=\"mx-auto col-12\">\n\t\t\t<div class=\"row d-flex align-items-center\">\n\t\t\t<div class=\"col-lg-6 col-12\">\n\t\t\t\t<p class=\"bold fs-4\">Drive engagement with dynamic content<\/p>\n\t\t\t\t<p>Design emails with live polls, personalized images, scratch-offs, and more with Litmus Personalize. No coding experience required.\n<\/p>\n\t\t\t\t<button class=\"button-blue arrow\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-personalization\" class=\"text-white text-decoration-none\">Personalize emails<\/a><\/button>\n\t\t\t<\/div><!--col-6-->\n\t\t\t<div class=\"col-6 d-none d-lg-block\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/07\/blog-cta-email-guardian-07292024.svg\" width=\"210\" height=\"180\" alt=\"\">\n\t\t\t<\/div><!--col-6-->\n\t\t\t<\/div> <!--row-->\n\t\t<\/div><!--col-12-->\n\t<\/div><!--row-->\n<\/div><!--container-->\n\t\n\t\n\t\n\t\n\n<h2><span id=\"tools-technology\" style=\"font-weight: 400;\">Tools and technologies to have in your arsenal<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">According to our <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/blog\/the-state-of-the-email-marketing-tech-stack\"><span style=\"font-weight: 400;\">State of Email Marketers&#8217; Tech Stack<\/span><\/a><span style=\"font-weight: 400;\">, a third of marketers think their email marketing is \u2018poorly\u2019 or \u2018very poorly\u2019 integrated into the rest of their marketing channels. So, it\u2019s unsurprising that 30% of our survey respondents said they will invest more in technology integration.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">If you want to go beyond basic first name personalization and leverage customer insights, here are the tools you might need:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Email service providers<\/b> <span style=\"font-weight: 400;\">(ESP) offer a suite of services that includes sending, receiving, and storing emails and tools for analytics and automation.<\/span><span style=\"font-weight: 400;\"> They\u2019re a must-have for email marketers.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Customer Relationship Manager<\/b><span style=\"font-weight: 400;\"> (CRM) stores customer data like demographics, interactions, and purchase behavior.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A <\/span><b>customer data management<\/b><span style=\"font-weight: 400;\"> (CDM) system to create a view of the customer across data points<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-personalization\"><b>email personalization<\/b><\/a><b> tool <\/b><span style=\"font-weight: 400;\">to create experiences that feel 1:1 at scale\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-design\"><b>email design<\/b><\/a><b> tool<\/b><span style=\"font-weight: 400;\"> to create beautiful emails\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-builder\"><b>email building<\/b><\/a><b> tool<\/b><span style=\"font-weight: 400;\"> to create and manage your code<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An <\/span><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-testing\"><b>email testing<\/b><\/a><b> tool<\/b><span style=\"font-weight: 400;\"> to make QA testing quick and easy\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An <\/span><b>email analytics tool<\/b><span style=\"font-weight: 400;\"> to go beyond basic metrics like open rates<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A <\/span><b>data management tool<\/b><span style=\"font-weight: 400;\"> to consolidate customer data from multiple sources\u00a0<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">An <\/span><b>email deliverability tool<\/b><span style=\"font-weight: 400;\"> to monitor deliverability\u00a0<\/span><\/li>\n<\/ul>\n\n<div class=\"container pt-3 pb-5 px-1\">\n\t<div class=\"row blog-cta-green rounded-5 p-4\">\n\t\t<div class=\"mx-auto col-12\">\n\t\t\t<div class=\"row d-flex align-items-center\">\n\t\t\t<div class=\"col-lg-6 col-12\">\n\t\t\t\t<p class=\"bold fs-4\">Stand out in crowded inboxes<\/p>\n\t\t\t\t<p>Create 1:1 experiences at scale with Litmus Personalize. Use live polls, countdown timers, and more to captivate subscribers. \n<\/p>\n\t\t\t\t<button class=\"button-blue arrow\"><a rel=\"noopener\" href=\"https:\/\/www.litmus.com\/email-personalization\" class=\"text-white text-decoration-none\">Book a demo<\/a><\/button>\n\t\t\t<\/div><!--col-6-->\n\t\t\t<div class=\"col-6 d-none d-lg-block\">\n\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.litmus.com\/wp-content\/uploads\/2024\/07\/blog-cta-email-guardian-07292024.svg\" width=\"210\" height=\"180\" alt=\"\">\n\t\t\t<\/div><!--col-6-->\n\t\t\t<\/div> <!--row-->\n\t\t<\/div><!--col-12-->\n\t<\/div><!--row-->\n<\/div><!--container-->\n\t\n\t\n\t\n\t\n\n  \t\t\t<\/div>\n  \t\t<\/div>\n  \t<\/div>\n  <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn the impact customer data management has on the marketing ecosystem. Discover how to use customer data and analytics to optimize your lifecycle marketing.<\/p>\n","protected":false},"author":65,"featured_media":104460,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"tags":[10433],"blog_category":[53],"class_list":["post-104805","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-lifecycle-marketing","blog_category-tips-resources"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Data Management&#039;s Impact on Email and Lifecycle Success - Litmus<\/title>\n<meta name=\"description\" content=\"Learn the impact customer data management has on the marketing ecosystem. 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