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FREQUENCY
The Building Blocks of a
Better Customer Experience
JULY 2019
Nicole Perrin
Contributors: Ross Benes, Lauren Fisher, Lucy Koch, Jillian Ryan, Tracy Tang
MESSAGING
FREQUENCY
The Building Blocks of a
Better Customer Experience
JULY 2019
Nicole Perrin
Contributors: Ross Benes, Lauren Fisher, Lucy Koch, Jillian Ryan, Tracy Tang
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER
CUSTOMER EXPERIENCE
Marketers still face a host of problems executing and analyzing cross-channel marketing campaigns, most of which
boil down to the continued difficulty in integrating data and actions across all the media, devices and buying
platforms involved. One of those problems is the challenge of measuring and managing messaging frequency.
of it. The sweet spot for marketers lies somewhere Complexity of integrating data sources
58%
in between as they work to build brand awareness,
Conflicting ad results from different sources
consideration, purchase intent and loyalty.
48%
Difficulty measuring attribution
What problems do marketers encounter in
48%
measuring and managing frequency of ads and
Inability to effectively track reach and frequency
marketing messages? 48%
Simply put, executing an ad campaign across multiple Reporting delays results in the inability to effectively optimize
campaigns in-flight
buying platforms is still not seamless, and finding and
45%
identifying users across those platforms can be hit and
Current measurement/reporting tools don't scale well
miss. Intelligent Tracking Prevention (ITP) and Sign In 40%
with Apple, along with similar privacy-protecting moves Inability to holistically measure media buys across platforms
by other industry players, aren’t helping. And without 40%
being able to match users across platforms, frequency Reliance on my company-designed spreadsheets to get a holistic
measurement and capping are effectively impossible. view of our campaign
40%
What are marketers doing to mitigate the Too time-intensive for internal ad team to develop reports
39%
frequency problem?
Complaints from main stakeholders on reporting
Some marketers aren’t doing much—especially when it delays/reporting complexities
comes to iOS users, whom Apple has made it difficult 29%
to track over the past year. And there are different Note: all involved in programmatic and cross-channel advertising with at
schools of thought on how important that is; some least $10 million in digital ad spend; respondents chose top 5
Source: Origami Logic and Advertiser Perceptions, "Smarter, Not Harder:
marketers aren’t worried campaign effectiveness will be Driving the Efficiency of In-House Programmatic," April 18, 2019
compromised. Others are turning toward walled gardens 246817 www.eMarketer.com
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 2
THE FREQUENCY PROBLEM When data analytics firm Origami Logic and Advertiser
Perceptions asked US marketers in March 2019
about their biggest challenges with cross-platform ad
Forward-looking digital marketers are challenging
measurement, almost half of respondents cited their
themselves to create a 360-degree view of their inability to track reach and frequency. Different, but
customers to center those experiences and reach closely related, complaints dominated the top five,
them in the channels that make sense, at the right including difficulty optimizing campaigns and getting
time, with the right message. There are still many conflicting ad results from different sources.
difficulties in making that happen, which we’ve
“[Frequency] is one of the most important aspects of ads
explored in this Customer Experience report series.
today,” said Karen Cohen, director of product marketing
One such problem: It’s impossible to know how at mobile app measurement and attribution platform
often audiences have been reached or to manage AppsFlyer. “You may serve amazing ads but if I feel I am
any particular frequency or cadence of messaging spammed, I’m probably not going to click on them or look
across platforms. at your brand at all, but for most marketers, the different
platforms and devices feel like a black box.”
Leading Cross-Platform Ad Measurement Challenges
According to US Marketers, March 2019
% of respondents
COOKIES DON’T CUT IT
Difficulty optimizing campaigns
60%
At the heart of the problem is identity, which remains
Complexity of integrating data sources
far from perfectly knowable across devices or browser
58% types. Even a single display campaign run on one buying
Conflicting ad results from different sources platform can encounter this problem if the advertiser still
48% uses a cookie-based identifier.
Difficulty measuring attribution
48% “The entire industry is complicit in media malpractice
Inability to effectively track reach and frequency because they have no idea what their reach and
48% frequency is, and when they pretend that they have a
Reporting delays results in the inability to effectively optimize clue, they’re doing themselves—and their clients if it’s an
campaigns in-flight
45%
agency—a massive disservice,” said John Nardone, CEO
of ad server Flashtalking. “Cookies are not just awful,
Current measurement/reporting tools don't scale well
40% but counter-indicative of what actual reach and frequency
Inability to holistically measure media buys across platforms you’re delivering to consumers.”
40%
Reliance on my company-designed spreadsheets to get a holistic The reason has to do with cookie rejection, which,
view of our campaign thanks to privacy-conscious consumers and browser-
40%
makers, is a big deal. Some consumers have always
Too time-intensive for internal ad team to develop reports
deleted their cookies, but with the introduction of
39%
Apple’s ITP and similar developments with Mozilla Firefox
Complaints from main stakeholders on reporting
delays/reporting complexities and potentially Google Chrome could mean that
29% cookie-based tracking has broken down for almost half
the US smartphone population. Plus, lack of cookies
Note: all involved in programmatic and cross-channel advertising with at
least $10 million in digital ad spend; respondents chose top 5 in-app has made cross-device display tracking a problem
Source: Origami Logic and Advertiser Perceptions, "Smarter, Not Harder:
Driving the Efficiency of In-House Programmatic," April 18, 2019
for the past decade.
246817 www.eMarketer.com
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 3
Mozilla’s Firefox has changed its stance on active The key to addressing some of these shortcomings
third-party tracking over the past year thanks to Cambridge is to take that cookie data and stitch it to other
Analytica and other high-profile privacy breaches. known identities, like device identifiers or known user
Apple’s Safari browser has also taken similar, but more information like email addresses, via an identity graph.
severe, measures.
But many interviewed for this report acknowledged it’s
Apple’s ITP 2.0, 2.1 and 2.2 aptly tightened the level also about moving off cookies entirely toward either
of third-party cookie tracking allowed on Safari web an ad ID (like IDFA or Google ad ID) or a device-level
browsers with each update. ITP 2.2, for example, prohibits identifier. That still means a lack of unity of measurement
third-party tracking and limits first-party cookies to a
and reporting across the walled gardens and doesn’t
24-hour window.
fully answer all questions (like the issue of TVs being a
Google’s May 2019 announcement that it will require household-level, shared device).
developers to specify the types of cookies they use for
Chrome—and allow consumers to opt out of their use—
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 4
“A lot of email marketers are still just thinking about This opinion may be related to a view of digital display
getting out the next campaign, and the next campaign, advertising as a direct-response (or performance)
and the next campaign,” said Leah Anathan, CMO at channel, rather than one for branding. Lindsay Ferris,
personalization firm Qubit. “They’re not really empowered senior vice president and chief brand strategist at agency
to slow down frequency that much because they’re LSB, explained on the company’s blog, “[O]ur goal is
being measured on their campaigns and how much not to imprint our brand into consumers’ brains (that’s
money is coming out of them.” As a result, email the job of awareness-building media), our goal is to get
marketers are often not empowered to ask whether consumers to engage. And getting consumers to engage
they’re fatiguing the list. It would be better if they were is not a function of repeated exposures, it’s a function
measured based on customer lifetime value rather than of delivering the right exposures and finding consumers
immediate conversions. when they’re ready to take action. If they’re not ready to
take action … more exposures are not likely to change
that. Instead, our impressions are better used to find
other consumers who are ready to take action.”
HOW MARKETERS
ARE RESPONDING Emily Blair, vice president of strategy at programmatic
ad firm The Goodway Group, put some of the buys the
If marketers can’t measure or cap messaging company facilitates in the direct-response bucket, but
others in the branding bucket, and agreed it made sense
frequency directly, what can they do? And does it
to think of them differently. “When it comes to the
even matter?
direct-response campaigns, the reach might be a little
less important than making sure that we have the right
There are no simple rules or benchmarks for optimal
people at the right frequency,” she said. “We’re digging
messaging frequency. The accepted wisdom is that it
into performance data to understand what that optimal
depends on the product category, length of purchase
frequency is to reach somebody in the right moment
cycle, advertising medium and format and campaign goal.
to get them to convert, and making sure that we’re
As a result, it can be hard to come by research that offers
optimizing on the fly as that changes to make sure that
widely applicable benchmarks. A November 2018 Ad Age
we’re not oversaturating them with impressions but we’re
article cited a number of studies, including 2018 findings
delivering that right amount at the right cadence to get
by Facebook and Oracle that one or two digital display
them to take the right action.”
impressions per week over 10 weeks was ideal for sales
of packaged goods products (but varied depending on
It’s true that it doesn’t make sense to waste energy
the exact product), and 2016 research from Marketing
worrying about hitting a specific target when
Evolution and the Mobile Marketing Association (MMA)
measurement isn’t really possible. Marketers should
found that three exposures on mobile and 12 to 15 on
accept that there is significant uncertainty in how
TV were best. Academic research led by University
frequently they are messaging audiences. But they
of Tampa’s Jennifer Burton found more than 10 TV
should also consider frequency as part of the larger
exposures increased emotional connections the most.
issues of ad spend waste and reporting ambiguities,
which most would agree are a significant problem.
The lack of clarity around what frequency “should” be,
Advertisers try to ensure their dollars are working hard,
along with the difficulty in measuring and monitoring
especially in programmatic display, which boasts data
it, leads some marketers to conclude there is in fact no
and tools for optimization. But those optimizations rely
problem to address: Consumers will see ads however
on an accurate understanding of how consumers are
much they see them, and since data-driven audience
being reached and reacting, and advertisers that are
optimization means my ad is most likely to be placed
mismeasuring frequency and reach are not optimizing
in front of the user who is most likely to convert,
their spend as they intend to.
overexposure isn’t a big deal.
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 5
THE FRACTURED CUSTOMER VIEW MORE STRATEGIC CAMPAIGN PLANNING
Display is only one piece of a larger marketing puzzle, and While perfection might be out of reach, marketers
brands that are working to deliver a cohesive experience and their partners can take practical steps to make
to customers across all channels will have trouble fulfilling improvements in their control of messaging frequency.
that promise when they don’t know which messages a Planning media buys in concert rather than in isolation
consumer has been exposed to, or how many times. means an opportunity to look at how segments overlap
and avoid over-messaging those audiences.
“We talk about things like universal frequency and
understanding someone across the purchase journey, but “When we take all the segmentation that someone
we do have to push all of these different identities out to might give us, we’ll analyze and deduplicate the audience
different channels,” said Devon DeBlasio, senior product membership across all of our panels” said Oz Lang,
marketing manager at identity solutions provider Neustar. director of product management for Advertising Cloud
“It can be difficult, and not necessarily give a complete TV at Adobe. “We don’t just make discrete buys of an
picture of what the full exposure looks like.” individual segment. We take the entirety of everything
and then analyze the behavior across all of our panels
Not having a real understanding of the purchase journey and take that and make sure when we make our plans,
can mean repeating ineffective messages across the density is based on the audience as individuals as
channels rather than tailoring a relevant one. “Reach and opposed to the audience in aggregate. That makes a
frequency are core tenets of effective marketing,” said big difference in terms of how much you end up hitting
Chris O’Hara, vice president of product marketing at people on TV across all those different segments.”
Salesforce marketing cloud. “However, what has changed
is the ability to execute on this beyond just advertising, Marketers can do similar types of planning around their
and even marketing channels in order to do it across email campaigns. Selligent Marketing Cloud has built
the entire customer experience (marketing, commerce, technology to allow marketers to create a hierarchy of
customer service, etc.). If someone doesn’t see an ad email programs so that, for example, a new user will get
anymore, but then is upsold the same promo offer as part onboarding messages and nothing else, even if that user
of a phone call to the call center, then we are not truly might qualify for other segments, because the onboarding
optimizing for reach and frequency.” program has the highest priority.
Better control over frequency and cadence opens up “It’s difficult to manage that without a technology
more possibilities for sophisticated messaging, including intervention or really tight business roles,” said April
sequencing. “Someone trying to sell a high-end, luxury Mullen, director of consumer-first marketing adoption
vehicle wants to be able to incorporate a message about at Selligent. “We talk about the cost of unsubscribes or
the quality of the finishes in that vehicle, and maybe people not making a purchase from your brand. That’s
show a video so they can see the interiors,” said Ric Elert, where looking at lifetime value becomes really important.”
president at personalized marketing platform Conversant.
“Then they want to talk about mechanicals to really try
to sell that vehicle. Having that ability to know that I just
showed them this and now, I should show them this
EYES ON INCREMENTALITY
and seeing how they’re reacting to the messaging is all The most advanced marketers are beginning to consider
very important.” frequency of messaging in light of incrementality. That
is, they’re going beyond the question, “Is serving an
That’s the type of messaging that’s possible within a ad to this user likely to result in a conversion?” to ask
single buying platform or DMP but next to impossible instead, “Is serving an ad to this user likely to result
across the whole spectrum of paid and owned media. in a conversion that wouldn’t have occurred without
this impression?”
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 6
According to Forrester Consulting research commissioned “We’re seeing our clients take that outside of our walls,
by the Association of National Advertisers (ANA) and add some proprietary, sensitive information that allows
Neustar, measuring incrementality is most common them to learn more about who is converting and how
among marketers who put data at the center of their they’re converting,” DeBlasio said. “Then they create
decision-making; eight in 10 US companies surveyed last those [suppression] pools that back within our system,
August said they were measuring incremental revenues and then syndicate those out to the active user platforms.”
from their marketing spend. But it was a minority activity
among marketers that were still using data ad hoc. Most marketers may not be using advanced, holistic
attribution just yet, but they can still take steps including
sharing data across their own organizations to isolate the
Financial Metrics that US Companies Are Tracking, by
Analytics Maturity Level*, Aug 2018 incremental effects of their efforts.
% of respondents in each group
ROI on marketing spend
80%
90%
KEY TAKEAWAYS
51%
■■ You probably don’t know how frequently you’re
Incremental revenues from marketing activities
80% messaging your digital audiences. Cookie-based
55% tracking is not accurate and cross-device identification is
39% still hit or miss, and that’s before we even talk about the
Brand health/equity metrics walled gardens. Cross-platform frequency monitoring
72% and capping are not truly possible, so learning to live
59% with ambiguity and strategizing with that in mind
61% are key.
Customer lifetime value
60% ■■ Deduplicating audience segments is one
57% straightforward step you can take to reduce
20%
messaging overload. Lack of perfect knowledge
Mastering Developing Starting doesn’t mean there’s nothing to be done about
Note: n=150 marketing strategy decision-makers; *mastering companies frequency, and making sure display campaigns are
put data insights at the center of their decision-making processes and strategized in concert rather than isolation can reduce
companies with less mature analytics cultures use data insights ad hoc
Source: Forrester Consulting, "How An Analytics Culture Drives Exceptional messaging overload and make messaging appear more
Business Results" commissioned by Association of National Advertisers
(ANA) and Neustar, Oct 25, 2018 cohesive and coherent for consumers. Similar steps can
242691 www.eMarketer.com be taken with email to improve customer experiences
and avoid waste.
For more on incrementality as part of holistic attribution
■■ Optimizing for incremental revenues should be
efforts, read our March 2019 report: “Advancing Marketing
Attribution, Part 2: Combining Company- and Channel- the goal. Even for marketers who aren’t worried
Level KPIs.” about annoying customers with too many messages,
there’s a real possibility of waste if campaigns are
Neustar has worked with clients to create suppression optimized on the most basic view of conversions. It can
pools to avoid messaging people who aren’t incremental mean devoting a large share of impressions to users
for the business as well as to avoid messaging at times who would have bought again without ever seeing
or in channels that won’t make an individual more likely to another ad.
convert. But it’s only a small percentage of clients that are
working at this level, in part because of the data-sharing ■■ Marketers responsible for strategy must continually
required to create the sophisticated attribution models educate themselves about unknown unknowns.
that can determine incrementality. Some clients are also Digital media promised measurability, but with so many
taking various data outputs from Neustar’s DMP and technological wrinkles, reporting is rarely straightforward.
integrating it into their own systems. As developments around consumer data privacy
and cross-device identity continue, marketers must
understand what their reporting and analytics do or
do not indicate and avoid relying on metrics that are
distorting their view and leading to media waste.
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 7
EMARKETER INTERVIEWS Carolyn Corda
CMO
Adara
Leah Anathan
Interviewed on April 25, 2019
CMO
Qubit
Devon DeBlasio
Interviewed on April 1, 2019
Senior Product Marketing Manager
Neustar
Sarah Assous
Interviewed on April 23, 2019
Senior Vice President of Marketing
Zoovu
Craig Elbert
Interviewed on June 6, 2019
Co-Founder, CEO
CareOf
Nicolas Avila
Interviewed on May 20, 2019
Vice President of Technology
Globant
Ric Elert
Interviewed on May 3, 2019
President
Conversant
Brad Birnbaum
Interviewed on April 22, 2019
Founder, CEO
Kustomer
Brian Fesen
Interviewed on April 25, 2019
Vice President, Performance Marketing
Mack Weldon
Emily Blair
Interviewed on May 23, 2019
Vice President, Strategy
The Goodway Group
Mike Fisher
Interviewed on April 25, 2019
President
Fluent Dialog
Olivier Blayac
Interviewed on April 4, 2019
General Manager
Color & Co
Ryan Fleisch
Interviewed on May 23, 2019
Head of Product Marketing,
Advertising Cloud DSP
Dave Cesaro Adobe
Executive Director of Vertical Marketing
Interviewed on April 26, 2019
Valassis
Interviewed on June 7, 2019
Jason Grunberg
Vice President, Marketing
Jane Clarke
Sailthru
CEO, Managing Director
Interviewed on April 25, 2019
Coalition for Innovative Media Measurement
(CIMM)
Dave Grzelak
Interviewed on April 22, 2019
Chief Strategy Officer
The Shipyard
Karen Cohen
Interviewed on April 24, 2019
Director, Product Marketing
AppsFlyer
Steve Gutentag
Interviewed on April 24, 2019
Co-Founder, CEO
Thirty Madison
Ron Cohen
Interviewed on April 29, 2019
Vice President of Product Strategy
Claritas
Interviewed on June 7, 2019
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 8
Rich Hope John Nardone
CMO CEO
Jersey Mike’s Flashtalking
Interviewed on June 6, 2019 Interviewed on April 24, 2019
Jay Klauminzer
CEO Chris O’Hara
Raise Vice President, Product Marketing
Interviewed on May 20, 2019 Salesforce Marketing Cloud
Interviewed on April 15, 2019
Oz Lang
Director, Product Management, Aubrie Pagano
Advertising Cloud TV Co-Founder, CEO
Adobe Bow & Drape
Interviewed on April 26, 2019 Interviewed on April 25, 2019
Alexis Perlmutter
Shane McAndrew Lead Product Manager
Chief Data Strategy Officer Civis Analytics
Mindshare US Interviewed on April 16, 2019
Fabian Seelbach
Edwin Miranda CMO
CEO Curology
KOI IXS Interviewed on April 30, 2019
John Stauffer
Jackie Mockridge Mattina Managing Director, Strategic Planning and
Senior Vice President, Channel Strategy
Consumer Insights and Analysis DEG Digital
360i Interviewed on April 23, 2019
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 9
Jonathan Williams READ NEXT
Applied Data Science Lead
Civis Analytics
Customer Experience 2019 (Part 1)—Audience
Interviewed on April 16, 2019
Segmentation and Targeting
Customer Experience 2019 (Part 2)—Personalization
Dennis Becker
and Data-Driven Experiences
CEO
Mobivity Customer Experience 2019 (Part 3)—Loyalty Marketing
Interviewed on April 23, 2019
TJ Prebil SOURCES
Director of Product Marketing
Evergage Advertiser Perceptions
Interviewed on May 9, 2019
Association of National Advertisers (ANA)
Forrester Consulting
Kelsey Robinson
Partner Marketing Evolution
McKinsey & Co. Mobile Marketing Assocation (MMA)
Interviewed on May 17, 2019
Neustar
Jay Tandan Origami Logic
US Digital Marketing Manager
Ben & Jerry’s
Interviewed on April 22, 2019 EDITORIAL AND
PRODUCTION CONTRIBUTORS
Andy Zimmerman
CMO Anam Baig Senior Editor
Evergage Joanne DiCamillo Senior Production Artist
Interviewed on May 9, 2019
Donte Gibson Chart Editor
Katie Hamblin Chart Editorial Manager
Dana Hill Director of Production
Erika Huber Copy Editor
Ann Marie Kerwin Executive Editor, Content Strategy
Stephanie Meyer Senior Production Artist
Heather Price Deputy Editor
Magenta Ranero Senior Chart Editor
Amanda Silvestri Senior Copy Editor
MESSAGING FREQUENCY: THE BUILDING BLOCKS OF A BETTER CUSTOMER EXPERIENCE ©2019 EMARKETER INC. ALL RIGHTS RESERVED 10
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