Friday, August 26, 2016

Why there’s still life left in personas

Festival crowd

I’ve always thought that, ‘The personas’ (fictional characters created to represent users) sounds like it could be the name of a 1960’s rock ‘n’ roll band name. A bit like The Beatles, The Stones and The Crickets. And like many a band, ‘The personas’ certainly had their time in the limelight. They were once a headline act – the talk of the town. Churning out hit record, after hit record. Initially all the cool kids were using personas. They were creating personas left right and centre, proudly showing of their persona collection to all their friends and saying how great they were to anyone who would listen.

But those heady early glory days for ‘The personas’ are now in the past. Like so many bands they’ve gone out of fashion. Not because of musical differences, or running feuds in the band, but simply because they no longer seem relevant to most of their once devoted fans. Too costly some say, too unscientific. Too often misused and misunderstood. Unloved and unappreciated they now barely scrape enough of an audience together to even make it worthwhile touring. Personas are now sitting in the bargain basement section of the music store desperately waiting to be re-discovered. I’m here to tell you that there’s life in ‘The personas’ yet. Sure they’re not a mystical UX silver bullet. They won’t turn around an ailing project, or solve global warming, but personas are a still a very useful design tool. I’m going to tell you why personas are just as relevant today as when they first showed up on the scene. Before I do that, let’s look at why they fell out of fashion in the first place.

The Beatles in America

I’m not saying that personas were ever as big as The Beatles, but they were big man

The problem with personas

I think that one of the main reasons that personas have fallen out of fashion is because the UX community simply expected too much of them. Great we all thought. We’ll create personas to represent our users and everyone will automatically be thinking of the users first. Unsurprisingly this didn’t happen. A lot of time and effort was spent by teams creating lots of gloriously detailed, well researched and glossy personas (something I’m guilty of as much as the next UX designer), only for those personas to rarely if ever get used. Worse, if they were used they were often misused and misunderstood. Stakeholders would spend more time debating whether Sandra really would own a red Toyota Corolla, than actually thinking about what their users really needed. Teams would tie themselves up in knots trying to design for the million and one personas that they’d created. Marketing department would demand that personas reflect the demographics of key markets and researchers would complain that all their user research findings were being lost in the personafication process.

We all expected too much because at the end of the day personas are really just characters, nothing more, nothing less. Bob the manager; Sarah the admin user; Peter the research scientist – all just characters waiting for stories to bring them to life. Characters without a story are like cars without any fuel and road to drive on. Interesting to look at, but ultimately pretty useless. Bring stories and characters together and that’s when the magic happens. The good news is that stories are everywhere when it comes to designing products and services…

Personas and design stories

As I’ve said before (see You’re not a great designer unless you’re also a great storyteller) being a great designer is not just about crafting great designs, it’s also about being a great story teller. Design stories in the form of scenarios, or experience maps, or user story maps, or storyboards or scenario maps (the list goes on) are a vital ingredient to user-centred design. Design stories of how, where, when and why people use a product. Stories of how a product might be used, of how it might make someone’s life that bit better. Stories of pain. Stories of triumph. Stories of anguish. Just as fuel is a vital ingredient to cars, personas are a vital ingredient to design stories.

Steven King is one of the great storytellers of our time. Whilst you might not be a fan of his particular horror genre of choice, you certainly can’t argue with a man who has sold 350 million books, not to mention provided the story behind numerous movie greats, such as Carrie, The Running Man and the Shawshank Redemption. Steven King knows a thing or two about stories and in his highly insightful book, ‘On Writing’ (a great read by the way if you’re interest in how a great writer of fiction plies his trade) he outlines that he thinks the best stories tend to be character-driven. First and foremost, great stories are about people, not events. Great stories are about people in the form of characters, and in my opinion great design stories are about people in the form of personas.

The Shawshank Redemption

Every great story like The Shawshank Redemption needs great characters

I like personas I really do. I’ve found them invaluable over the years and I think that it would be a crying shame if such a useful design tool were to be prematurely thrown to the scrap heap. Sure we all expected too much of personas, but they still very much have a place in a UX designer’s tool box.

I therefore implore you to dig out your old ‘The personas’ records. Turn the volume dial to level 11 and rediscover what made personas such a great act in the first place! Also stay tuned for some follow up articles looking at how to put just the right amount of effort into creating ‘good enough’ personas and 5 ways to use personas in your projects.

See also

Photo credits

The Beatles in America by United Press International
The Shawshank Redemption (Blueray disc) by Paul Townsend

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trendwatching.com | RECONCILIATION BRANDS | Consumer Trend Briefing | August 2016


No, we're not trying to be doom-mongers ;)

But there's plenty going on in the world right now – from the US, to Europe, South and Central America and beyond – that is fueling social tensions and engendering disharmony.

Meanwhile, societies everywhere are dealing with historic prejudices and inequalities. And via the events around #blacklivesmatter, we've seen how smartphone culture is helping to expose previously submerged and on-going injustices and fuel intense debate.

Scary times? Maybe. But people everywhere are looking to new ways to approach social division and rectify social wrongs. And for the billions that are 24/7 consumers? That means looking to brands and businesses to play their part.

Yes, that's right. Brands like YOURS!



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Jumpstart Your Design Projects With An Effective Discovery Process

Jared Spool

By Jared Spool

August 25th, 2016

Before your team can identify innovative solutions, they need to truly understand the problems they’re solving. The discovery process—gathering information, processing information, exploring ideas, and focusing on a plan—will get your team ready.

You’ll want to spend the day with Dan in his workshop to see how to do these critical skills and more:

  • Frame the design with problem statements and project objectives
  • Explore opportunities through collaborative sketching
  • Focus your insights and ideas with a solid project plan

When companies need to ensure their design process will handle the big challenges, they call on Dan Brown. Through his work at EightShapes, he’s become a leading expert on how teams can repeatedly produce delightfully fantastic products. He’s stepped back from formulaic approaches to create a foundational understanding of what happens in successful and unsuccessful projects.

Get More on Dan’s workshop

This entry was posted on Thursday, August 25th, 2016 at 11:42 am and is filed under Events, Uncategorized . You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.



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Handling the Competing Demands of Field Studies

UX Trends

Mobile App Analytics: The 12 Most Important Metrics to Measure

Designing Desirable Experiences

UIE Article: Mapping Experiences: Five Key Questions to Get Started

Jared Spool

By Jared Spool

August 17th, 2016

This week, we have an article from Jim Kalbach on mapping experiences and how your product or service looks at each phase in its lifecycle.

Here’s an excerpt from the article:

Kicking off a mapping project and don’t know where to begin? You’re not alone. I’m often asked how to get started.

Here’s the problem: “experience” defies precise definition. It’s a broad and fuzzy concept. You need to first untangle it and figure out what’s most appropriate.

Ultimately it’s a matter of selection. Maps are purposefully created. As the mapmaker, it’s up to you to decide which aspects to include and which to leave out.

Read the article: Mapping Experiences: Five Key Questions to Get Started

How will you use map making with your next project? Tell us about it below.

This entry was posted on Wednesday, August 17th, 2016 at 12:00 pm and is filed under Flow Charts, Journey Maps . You can follow any responses to this entry through the RSS 2.0 feed. You can skip to the end and leave a response. Pinging is currently not allowed.



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Practical UX Design

Creating User-Friendly Documentation

Accessible Documentation

Getting Practical With Microcopy

A Beginner’s Guide To Progressive Web Apps

Behind The Scenes: What It Takes To Publish A Smashing Article

The power of story: how do we get the CEO to believe?

Your team knows content strategy and a good old fashioned brand narrative will support the business and audience goals — and help differentiate you. But the CEO and executive team are not convinced. What do you do? Here’s a place to start. Five Ways to Begin to Build an Exceptional Content Strategy Start with WHY. What’s happening that content strategy will help solve? Get competitive. Show how the competition is out-shining you with story. Explain that you are building on their foundation. Many people are resistant to admitting that change is needed … or they just don’t want to let...

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How do we establish (or re-establish) audience trust with content?

Your online reputation … your whole business … depends on trust. So how can you leverage website content to make something so subjective — audience trust — happen for you? Watch this quick video and get 10 tips. Pybop: Building Trust with Content Strategy from Shelly Bowen on Vimeo. Over the years, I have seen many brands gain rapid and strong bonds with their audience in several ways. In fact, many of these content strategies are also excellent business strategies. How to Build Audience Trust Through Exceptional Content Strategy Think about this. Do this. Consider your audience’s needs first. Read...

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Be Real-World Smart: A Beginner's Advanced Google Analytics Guide

NectarBeing book smart is good. The outcome of book smart is rarely better for analytics practitioners then folks trying to learn how to fly an airplane from how-to books.

Hence, I have been obsessed with encouraging you to get actual data to learn from. This is all the way from Aug 2009: Web Analytics Career Advice: Play In The Real World! Or a subsequent post about how to build a successful career: Web Analytics Career Guide: From Zero To Hero In Five Steps. Or compressing my experience into custom reports and advanced segments I've shared.

The problem for many new or experienced analysts has been that they either don't have access to any dataset (newbies) or the data they have access to is finite or from an incomplete or incorrect implementation (experienced). For our Market Motive Analytics training course, we provide students with access to one ecommerce and one non-ecommerce site because they simply can't learn well enough from my magnificent videos. The problem of course is that not everyone is enrolling our course! :)

All this context is the reason that I am really, really excited the team at Google has decided to make a real-world dataset available to everyone on planet Earth (and to all intelligent life forms in the universe that would like to learn digital analytics).

The data belongs to the Google Merchandise Store, where incredibly people buy Google branded stuff for large sums of money (average order value: $115.67, eat your heart out Amazon!). And, happily, it has almost all of the Google Analytics features implemented correctly. This gives Earth's residents almost all the reports we would like to look at, and hence do almost all the analysis you might want to do in your quest to become an Analysis Ninja. (Deepak, would you kindly add Goal Values for the Goals. Merci!) You'll also be able to create your own custom reports, advanced segments, filters, share with the world everything you create, and all kinds of fun stuff.

For consultants and opinion makers you no longer have to accept any baloney peddled to you about what analytics tool is the best or better fit for your company/client. Just get access to this data and play with the actual GA account along with Adobe and IBM and WebTrends et. al. and suddenly your voices/words will have 10x more confidence informed by real-world usage. No NDA's to sign, no software to install, no IT resources required. Awesome, right?

In this post I'll highlight some of my favourite things you can do, and learn from, in the Store dataset. Along the way I'll share some of my favourite metrics and analytics best practices that should accelerate your path to becoming a true Analysis Ninja. I've broken the post into these sections:

I'm sure you are as excited as I am to just get going. Let's go!

How to get Store Dataset Access?

It is brilliantly easy.

Go to the Analytics Help Demo Account page. Read the bit in the gray box titled Important. Digest it.

Then click on this text: ––>ACCESS DEMO ACCOUNT<––

Looks scary in the all caps, right? That is just how the Google Analytics team rolls. :)

You'll see a tab open, urls will flip around, in two seconds you'll see something like this on your Accounts page…

google analytics accounts view

Click on 1 Master View and you are in business.

If you ever want to remove access to this real-world data, just go back to the page above and follow the five simple steps to self-remove access.

Jump-Start Your Learning.

You can start with all the standard reports, but perhaps the fastest way for you to start exploring the best features is to download some of the wonderful solutions in the Google Analytics Solutions Gallery.

You'll find my Occam's Razor Awesomeness bundle there as well.

It is a collection of advanced segments, custom reports, and dashboards. You'll have lots of features incorporated in them. You can customize them to suit your needs, or as you learn more, but you won't have to start with a blank slate.

You can also search for other stuff, like custom reports or attribution models.

Another tip. If you are a complete newbie (welcome to our world!), you probably want to start your journey by reading about each type of report, and then looking at the Overview report in each section in Google Analytics. At this point you'll be a little confused about some metric or the other. That's ok. Go, read one of the best pages in the Analytics help center: Understanding Dimensions and Metrics. Go back into GA, you'll understand a whole lot more.

This is a beginner's advanced guide, so I'm going to do something different. Through my favourite reports, often hard to find in your company's GA dataset, I'm going to push you beyond other beginner's guides. I'll also highlight frameworks, metrics, custom reports, and other elements I feel most Analyst's don't poke around enough.

1. Play with Enhanced Ecommerce Reports.

It is a source of great sadness for me that every single site is not taking advantage of Enhanced Ecommerce tracking and analysis . It is a complete rethink of ecommerce analysis. The kind of reports and metrics you'll get straight out of the box are really amazing.

Go to the Reporting section of our Store Demo account, click on Conversions in the left nav, then Ecommerce, and now Overview. You'll see in an instant the very cool things you can track and analyze…

ecommerce overview

With a little bit of smart tagging you can track your internal promotions (buy one Make America Great Again hat and get one Stronger Together hat free!), transactions with coupon codes, affiliate sales and more. Very nicely summarized above.

Next go to the report with new things that will help you drive smarter merchandizing on your mobile and desktop websites. Go to Shopping Analysis and click on Shopping Behavior…

shopping behavior analysis google analytics

I adore this report.

Most of the time when we do funnel analysis we start at the Cart stage (third bar above). We rarely hold people responsible for Traffic Acquisition accountable, we rarely hold people responsible for Site Design and Merchandizing accountable. The former are promoted on silly metrics like Visits or Visitors or (worse) Clicks. The latter are promoted based on silly metrics like PageViews.

The first bar to the second shows the number of visits during which people went from general pages on your website to product pages (places were there is stuff to be sold, add to cart buttons). A lame 26%. See what I mean. Insightful. How are you going to make money if 74% of the visits don't even see a product page!

The second bar the third is even more heart-breaking, as if that were possible. Of the sessions with pages with product views, how many added something to cart. A lousy 17%. One. Seven. Percent! On a site were you can do nothing except buy things.

See what I mean? Question time for your Acquisition, Design and Merchandizing team.

Do you know answers like these for your website? That is why you need Enhanced Ecommerce.

I won't cover the last two bars, most of you are likely over indexing on funnel analysis.

Practice segmentation while you are here. Click on + Add Segment on top of this report, choose Google (or whatever interests you)…

google traffic segment

And you can analyze acquisition performance with a unique lens (remember you can't segment the funnel that exists in the old ecommerce reports which is still in your GA account!)…

shopping behavior analysis google traffic

A little better. Still. You spend money on SEO and PPC. It should be a lot better than this. If this were your data, start with questioning your PPC landing page strategy and then move to looking at your top SEO landing pages, and then look at bounce rates and next page analysis for those that stay.

I can honestly spend hours on just this report digging using segmentation (geo, media, new and loyal customers, all kinds of traffic, product page types and so on). It has been a great way to immediately influence revenue for my ecommerce engagements.

While you are here, you can play and learn to use the new funnel report… it is called Checkout Behavior Analysis…

checkout behavior analysis google analytics

Much simpler, so much easier to understand.

You can also, FINALLY, segment this report as well. Try it when you are in the Store demo account.

Take a break. A couple days later come back and checkout the new Product Performance and Product List Performance reports. The latter is particularly useful as an aggregated view for senior executives. In case of the Store data, the first report has 500 rows of data, the second just 45. Nice.

I wanted to flag three metrics to look at in the Product Performance report.

Product Refund Amount is $0.00 in this dataset, but for your company this is a great way to track refunds you might have issued and track were more of that is happening.

I love Cart-To-Detail Rate (product adds divided by views of product details) and Buy-to-Detail Rate (unique purchases divided by views of product-detail pages). Remember I was so upset above about the poor merchandizing. Using the sorting option on these two columns I identify where the problem is worse and where I can learn lessons from. Very cool, try it.

I could keep going on about more lovely things you'll find in the Enhanced Ecommerce reports, but let me stop here and have you bump into those cool things as, and I can say this now, you have access to this data as well!

Bonus: If you are a newbie, in your interview you'll be expected to know a lot about Goals (I call the micro-outcomes). Explore that section. Look the Overview, Goal URLs and Smart Goals. Ignore the eminently useless Reverse Goal Path report (I don't even know why this is still in GA after years of uselessness) and Funnel Visualization (almost totally useless in context of almost all Goals).

2. Gain Attribution Modeling Savvy.

My profound disdain for last-click reporting/analysis is well known. If you are using last-click anything, you want your company to make bad decisions. See. Strong feelings.

Yet, many don't have access to a well set-up account to build attribution modeling savvy and take their company's analytics the year 2013. Now, you can!

I am big believer in evolution (hence my marketing and analytics ladders of awesomeness). Hence, start by looking at the Assisted Conversions report (Conversions > Multi-Channel Funnels)…

assisted conversions google analytics

Then metric you want to get your company used to first, to get them ready for savvier attribution anything, is the metric Assisted Conversions. The last column.

Here's the official definition: A value close to 0 indicates that this channel functioned primarily as the final conversion interaction. A value close to 1 indicates that this channel functioned equally in an assist role and as the final conversion interaction. The more this value exceeds 1, the more this channel functioned in an assist role .

Now scroll just a bit back up, stare at that column, what would your strategy be for Organic Search if it is at 0.46? What about Display advertising driving which plays primarily an "upper funnel" introducing your brand to prospects 1.58?

The change required based on this data is not just your marketing portfolio re-allocation, that is almost trivial, what' bigger, huger, crazy-harder is changing how your company thinks. It is painful. Largely because it quickly becomes about how people's budgets/egos/bonuses. But, hundreds of conversions are on the line as well on insights you'll get from this data. Learn how to use this metric to drive those two changes: marketing portfolio – people thinking.

Couple bonus learnings on this report.

On top of the table you'll see text called Primary Dimension. In that row click on Source/Medium. This is such a simple step, yet brings you next layer of actionable insights so quickly. You'll see some surprises there.

Second, look at the top of the report, you'll see a graph. On to top right of the graph you'll see three buttons, click on the one called Days before Conversion…

assisted conversions days before conversion

I love this report because it helps me understand the distribution of purchase behavior much better. I profoundly dislike averages, they hide insights. This report is the only place you can see distribution of days to purchase for Assisted Conversions.

If you've changed the think in your company with Assisted Conversions… You are ready for the thing that gets a lot of press… Attribution Modeling!

You'll find the report here: Conversions > Attribution > Model Comparison.

You'll see text called Select Model next to Last Interaction. Click on the drop down, ignore all the other models, they are all value deficient, click on the only one with decent-enough value, Time Decay, this is what you'll see…

attribution modeling last click vs time decay

Half of you reading this post are wondering why I don't like your bff First-Interaction (it is likely the worst one on the list btw) or your bff Linear (the laziest one on the list)… worry not, checkout this post: Multi-Channel Attribution Modeling: The Good, Bad and Ugly Models .

The column you are of course looking at is % Change in Conversions. The GA team is also helping you out by helping you understand where the results are significant, green and red arrows, and where it is directional, up or down gray arrows.

This is the data you'll use to drive discussions about a change in your marketing $$$ allocations.

Where you have CPA, it is is an even more valuable signal. And, such a blessing that the Store demo account has that data for you.

You'll need all your brain power to understand the report above (make sure you read the models post above), and then some more to drive the change in how your company thinks. Attribution model is not a software or math problem, it is an entrenched human minds problem.

And because I'm the author of the quote all data in aggregate is crap I recommend scrolling up a bit in the attribution modeling report and clicking on the down arrow under the word Conversion….

attribution modeling goals analysis

This is admittedly an advanced thing to learn because even understanding marketing dollars plus user behavior overall is hard, this just makes it a bit more complicated because you can actually understand those two things for every goal you have individually or just ecommerce all by itself.

It is incredibly awesome to be able to do that because now you are this super-data-intelligent-genius that can move every variable in a complex regression equation very finely to have max impact on your company.

If you can master this, and IF you can evolve how your company does marketing portfolio allocation and how it thinks, then you are ready for the max you can do in Google Analytics when it comes to attribution… custom attribution modeling.

On top of the table, click on Select Model, then Create New Custom Model.

To get you going, here's one of my models for a client…

custom attribution model

Custom attribution models are called custom because they are custom to every company. It requires an understanding for everything I've requested you to do above, business priorities (what the business values), and business strategy.

Creating a couple different custom attribution models, seeing how it affects the data, what decisions GA recommends, helps you have an intelligent argument with all your stake holders. Again, the decisions from this analysis will flow into changes to your marketing portfolio and how people in your company think.

Once you get into custom attribution modeling, and you spend serious amount of money on marketing online (a few million dollars at least), you are ready for the thing that actually will drive the best changes: Controlled Experiments (aka media mix modeling). Hence, it is critical that you approach your learnings in the precise steps above, don't jump steps if at one of them you have not changed how your company thinks.

Bonus 1: You might think the above is plenty advanced. It is not. For the higher order bits, when you are all grown up, read this post and internalize the implications of it: Multi-Channel Attribution: Definitions, Models and a Reality Check

Bonus 2: The Time Lag and Path Length reports in your Multi-Channel Funnels folder are extremely worth learning about. I like Path Length more, more insightful. When you analyze the data, be sure to play with the options under Conversion, Type (click AdWords), Interaction Type and Lookback Window. With each step absorb the patterns that'll emerge in the data. Priceless.

3. Learn Event Tracking's Immense Value

I'm very fond of Event Tracking for one simple reason. You have to create it from scratch. When you open GA, there is no data in these reports. It can only get there if you spend time trying to understand what's important to the business (Digital Marketing and Measurement Model FTW!), what is really worth tracking, and then through intelligent thought implementing the tracking.

I love the fact that you have to literally create data from scratch. For any beginner who is trying to get to advanced, Event Tracking will teach you a lot not just about Event Tracking but creating smart data.

Lucky for us the GA team has created some data for us to play with. Go to Behavior in the left nav, then Events, and then Top Events… This is what you'll see…

event tracking top events

The Store team is capturing four events, you can drill down into any one of them to get a deeper peek into user behavior.

I choose Contact Us to analyze the Event Labels, I get all these strategies that people…

event tracking event lables

It would be valuable if the Event Value had been populated, which would also give us Avg. Value in the table above. Still. Understand that data, how it is collected, what it implies about user behavior is incredibly valuable.

You can also create an advanced segment for any of the events above, example Email. Then, you can apply that segment to any of other reports in Google Analytics and really get deep insights. What cities originate people who call is on the phone? What sites did they come from? How many visits have they made to the site before calling? So on and so forth.

The event tracking reports have three options on top of the report. Event, Site Usage, Ecommerce.

Try the Ecommerce tab…

event tracking ecommerce drilldown

While we did not see any event values, you can tie the sessions where the events were fired with outcomes on the site. Really useful in so many cases where you invest in special content, rich media, interactive elements, outbound links, merchandizing strategies etc. This report, in those cases, will have data you need to make smarter decisions faster.

Bonus: While you are in the Behavior section of Analytics, familiarize yourself with the Site Speed report. Start with the scorecard in the overview report. Move on to Page Timings to find the pages that might be having issues. One cool and helpful visual is Map Overlap, click the link on top of the graph on the Page Timings report. Close with the Speed Suggestions report. Your IT team needs this data for getting things fixed. Your SEO team can do the begging, if required. :)

4. Obsess, Absolutely Obsess, About Content

It is a source of intense distress for me that there's an extraordinary obsession about traffic acquisition (PPC! Affiliates! Cheat Sheet for Video Ads!), and there is huge obsession with outcomes (Conversion Rate! Revenue!), there is such little attention paid to the thing that sits in the middle of those two things: Content!!

Very few people deeply look at content. Yes, there will be a top pages report or top landing pages report. But, that is barely scratching the surface.

Look. If you suck at content, the greatest acquisition strategy will deliver no outcomes.

Obsess about content dimensions and content metrics.

Since you know some of the normal reports already, let me share with you a report that works on many sites (sadly not all), that not many of you are using.

The Content Drilldown report uses the natural folder structure you are using on your website (if you are) and then aggregates content on those folders to show you performance. Here is what you'll see in the Store demo account you are using…

content drilldown report google analytics

Nice, right? You are pretty much seeing all of the content consumption behavior in the top ten rows!

A pause though. This report is sub-optimally constructed. It shows Pageviews (good), Unique Pageviews (great) and then three metrics that don't quite work as well: Average Time on Page, Bounce Rate, % Exit (worst metric in GA btw if anyone asks in an interview)…

content drilldown report google analytics 2

At a folder level these really help provide any decent insights, and might not even make any sense. Think about it. Bounce Rate for a folder?

Good time for you to learn simple custom reporting.

On top of the report, right under the report title, you'll see a button called Customize. Press it. Choose more optimal metrics, and in a few seconds you'll have a report that you like.

This is the one I created for my use with valu-added content metrics that work better: Average Session Duration, Cart-to-Detail Rate (as it is an ecommerce site) and Page Value (to capture both ecom and goal values at a page level)…

content drilldown custom report google analytics

Much better, right? Would you choose a different metric? Please share it via comments below.

Ok. Unpause.

Even a quick eyeballing of the report above already raises great questions related to overall content consumption (Unique Pageviews), merchandizing (Cart-to-Detail Rate) and of course money.

You can now easily drill-down to other more valuable bits of content and user experience.

I click on the first one, most content consumption, to reveal the next level of detail. I can see that Apparel is the biggest cluster of content, with pretty decent Cart-to-Detail Rate…

content drilldown 2 custom report google analytics

Depending on the business priorities I can ask questions like how come the summer olympic games stuff no one seems to want (and we spent $140 mil on an Olympics sponsorship, kidding).

At the moment the company has a huge investment in Google Maps branding, so we can look at how various brands are doing… YouTube FTW!

content drilldown 3 custom report google analytics

Maps is not doing so well. You can see how this data might make you curious if this list is what your business strategy is expecting will happen? Or, is this how we prioritize content creation? I mean, Go! People are interested in something esoteric like Go (programming language in case you are curious) rather than Nest! What a surprise.

That is what this type of content analysis is so good at.

You can continue to follow the rabbit hole by the way and get down to the individual pages in any folder, like so…

content drilldown 4 custom report google analytics

Ten percent Cart-to-Detail Rate is pretty poor, compared to some of the others above. Time to rethink if we should even be selling this combo! If not that, definitely time to look at the page and rethink copy, images, design, and other elements to improve this key metric.

The above custom report is really easy to create, for Subscribers of my newsletter I'll also email a downloadable link for this and other custom reports below.

Bonus: Most people stop at what the reports show in the default view. The GA team does a great job of adding good think and express it all over the standard reports. For example, in context of our discussion here, try the Content Grouping primary dimension. Here you see what happens to the report when I switch to Brands (Content Group)…

all pages report content groupings

Even more useful than what was there before, right? So, how does GA get this data? As in the case of Event Tracking above, the Analyst and business decision making combination are thoughtfully manufacturing data. In this case using the immensely valuable Content Groupings feature. Invest in learning how to use it in the Store demo account, learn how to create content groupings to manufacture useful data. When you interview for higher level Analytics role, or for a first time Analyst role, you'll stand out in the interview because this is hard and requires a lot of business savvy (ironic right, you stand out because of your business savvy in a Data Analyst interview!).

5. SEO & PPC, Because You Should!

Ok, you've waited long enough, time to talk about the thing you likely spend a ton of time on: Acquisition.

Since you likely already know how to report Traffic Source and how to find the Referring URLs and Sessions and… all the normal stuff. Let me focus on two things that are a bit more advanced, and will encourage you to learn things most people likely ignoring.

The first one I want you to immerse yourself in when you are in the Store data is Search Engine Optimization. You know that this is hard because when you go to Acquisition > Campaigns (what!) > Organic Keywords you will see that 95% are labeled "(not provided)". This report is completely useless.

You do have other options to analyze SEO performance. Here's the advanced, advanced, lesson: Search: Not Provided: What Remains, Keyword Data Options, the Future.

But, you also have some ability in Google Analytics itself to do keyword level analysis for Google's organic search traffic. Go to Acquisition > Search Console > Queries. This report shows you the top thousands of keywords (4,974 precisely today in the Store report today). The data is available because the team has configured the Search Console data to connect with GA.

Here's what you'll see…

organic search queries report google analytics

I sort the data by Clicks, because Impressions is a lot less valuable, and with Clicks I get something closer to Sessions (though they are very different metrics). I immediately value CTR as a metric in this context, you can see the variations above. This is perfect immediate data for SEO discussions.

Average Position is also interesting, perhaps more so for my peers in the SEO team. As a Business Analyst I value Average Position a lot less in a world of hyper-personalized search.

My next data analysis step is to take this data out of GA (click Export on top of the report) and play with it to find macro patterns in the data. I'll start with something simple as creating tag clouds, using Clicks or CTR as contextual metrics. I'll classify each keyword by intent or other clusters to look for insights.

Try these strategies, can you find weaknesses in the Google Store's SEO strategy? How do your insights compare to what you just discovered in the content analysis in terms of what site visitors actually want? Really valuable stuff.

What you cannot do with this data is tie it to the rest of the data in GA for these visitors. You cannot get conversions for example, or Page Depth etc. This is heart-breaking. But, see the not provided post I've linked to above for more strategies and meanwhile you can do some cool things in Google Analytics when it comes to SEO.

Bonus: In the Search Console reports, I also find the Landing Pages report is also helpful because you can flip the center of universe, for the same metrics as above, to landing pages rather than keywords. The insights you get will be helpful for your SEO team but more than that it will be critical for your site content team.

A quick note on the above… for the current data you'll see the Landing Pages report looks a little weird with no data in the Behavior and Conversion columns. Something weird is going on, on my other accounts there is data. The team can fix this in the very near future.

Next, spend a lot of time in the AdWords section.

Both because Paid Search if often a very important part of any company's acquisition strategy, and because at the moment there are few digital acquisition channels as sophisticated and complex as AdWords. When you are getting ready for your interviews, being good at this, really good, is a great way to blow your interviewer away because most people will know only superficial stuff about AdWords.

As if those reasons were not enough, in Google Analytics AdWords is a great place to get used to the complexity that naturally arises from mixing two data sources. In almost all GA AdWords reports the first cluster of data (pink below) will come from AdWords and the second cluster (green brace) is the normal collection of metrics you see in GA…

adwords plus google analyitcs

This will naturally prod you into trying to understand why are Clicks different from Sessions? After-all it is a click that kicks off a session in GA when the person arrives. It is internalizing these subtle nuances that separate a Reporting Squirrel from an Analysis Ninja.

Above view is from the Campaigns report. I usually start there as it gives me great insights into the overall PPC strategy for the company.

While you are learning from this report, here's a little smart tip… Click on the Clicks link on top of the graph you see (you'll see it along with Summary, Site Usage, Goal Set 1, and Ecommerce), you'll get a different set of metrics you should know intimately as well…

camapign clicks deeper outcomes

The combination of CPC and RPC is very important. It is nice that they are right next to each other in this view.

When you look at Store data I also want you to live-see why ROAS not even remotely a useful metric. It looks alluring. Return On Ad Spend. That sounds so awesome, surely it is in some holy books! No. It is not.

For now, invest in understanding what is is measuring, what the data shows, is that good or bad, and what's missing. When you already to move to advanced-advanced stage, read this post: Excellent Analytics Tip #24: Obsess About Real Business Profitability

Once I've exhausted the value in Campaign reports (drilling-up, drilling-down, drilling-around), it is time to shift into detail. While it might seem that the very next step will be the AdWords Keyword report, it is not. I like going to the Search Query report first.

In AdWords context, Keyword is what you buy from Google. Search Query on the other hand is what people are actually typing into Google when your search ad shows up (triggered by the Keyword of course).

Here are the two reports from the Store account, you can clearly see why I like starting with the Search Query report….

search keywords vs search queires reports

I would much rather learn to anchor on what people are typing and then go into the Keyword view to see what I can learn there. The Search Query performance report helps me re-think my AdGroups, Match Types, bidding strategies and more. It also helps me optimize the landing pages, both from a content they contain and what ads I recommend send traffic there.

You could spend three months in these reports just learning and finessing your PPS savvy, so I'll leave you to that. :)

Bonus: Shopping Campaigns are incredibly successful for most ecommerce properties. Spend time in that report in the AdWords section, drilling-down and segmenting, to learn what makes these campaigns distinct and if you were tasked to identify insights how would you go about it.

6. Develop a Smarter Understanding of Your Audiences

Having grown up on cookies, we have typically have had a finite understanding of our audiences. This has slowly changed over time, most recently with the awesomeness of User-ID override empowering us to understand a person. Still, most of the time we are not great at digging into Audiences, and their associated behavior.

Hence, to assist with your evolution from beginner to advanced, three often hidden areas of Google Analytics for you to explore now that you have access to real data.

Go to Audience > Interests > In-Market Segments.

Here's the official definition of what you are looking at: Users in these segments are more likely to be ready to purchase products or services in the specified category. These are users lower in the purchase funnel, near the end of the process.

I've developed an appreciation of this report as I think of my performance marketing strategies, especially the ones tied to Display advertising. Far too often we rely on just PPC or email and don't use Display in all of the clever ways possible. This repor, leveraging insights from my users, help me understand how to do smarter Display.

in-market segements google analytics

You can drill down to Age by clicking on the in-market segment you are interested in, and from there for each Age group you can drill-down to gender.

Per normal your goal is to identify the most valuable ones using micro and macro-outcomes for your business.

After I've mastered in-market segments by adding near term revenue to my company and helping shift the thinking about Display in my company, I move to leverage the data in the Affinity Categories. Also a report in this section. Affinity categories are great for any display or video advertising strategies you have to build audiences around See Intent (See – Think – Do – Care Business Framework). A bit more advanced from a marketing perspective (you would have had to master strategy #2, attribution, above).

For the second hidden area, go to Audience > User Explorer.

This lovely beast shows something you think you are dying to see. It is also something I really don't want you to obsess about (except if you are a tech support representative). But you want it. So. Here it is…

user explorer report google analytics

What you are looking at is a report that shows you the behavior of an individual user on your website, as identified by an anonymous Client-ID. You can loosely think of it as a person, though it is more complicated that. If you have implemented User-ID override (congratulations, you deserve a gold star!), then you areas close to a person as you'll ever be.

Because this is everyone on your website, there is no wrong place to start and a hundred thousand terrible places to waste time. You can literally watch each person! See, what I mean when I say I don't want you to get obsessed about this?

On the rarest of rare occasions I look at this report, my strategy is to understand the behavior of "Whales", people who spend loads of money on our website (why!). I sort the above report by Revenue, and then look over the users who form the first few rows. The data, fi you do it in the Store account for the person who's at the top at the moment, looks like this…

user explorer report google analytics detail

The report is sorted from the last hit (08:16 above) to the first hit (which you don't see above, the person browsed a lot!). You can quite literally watch the behavior, over just five minutes, that lead to an order of $2,211.38! You surely want to know what this person purchased (Men's Cotton Shifts FTW!), what pages did they see, where did they come from, how did they go back and forth (this person did) and so on and so forth.

Looking at the top few of these Whales might help know something about a product merchandizing strategy, a unique source, or how to change your influence with your acquisition strategy to get a few more of these people. There will always only be handful of folks.

The higher order bit is that the best analytical strategy is to analyze micro-segments rather than individuals. Small groups with shared attributes. You can action these, at scale. Nothing in your marketing, site content delivery, servicing at the moment has the capacity to react to an individual's behavior in real time. And if you can, you don't have enough visitors. Hence, obsess about micro-segments. That is a profitable strategy.

The spirit above is also the reason why I don't mention real-time reporting in this guide. Simply not worth it. (For more, see #4: A Big Data Imperative: Driving Big Action)

For the third hidden area, ok, not so hidden but to expose all your analytical talent, go to Audience > Mobile > Devices.

With greater than 50% of your site traffic coming from mobile platforms, this audience report obviously deserves a lot of attention (in addition to segmenting every single report for Mobile, Desktop, Tablet).

The problem is that the report actually looks like this…

mobile analytics

It is poorly constructed with repetitive metrics, and an under-appreciation for mobile user behavior (why the emphasis on Do outcomes when Mobile has primarily a See-Think intent clusters?). It makes for poor decision making.

So. Time to practice your custom reporting skills. (Oh, if you as an Analyst only use custom reports, you are closer to being an Analysis Ninja.)

Scroll back to the top of the Mobile Devices report and click on the Customize button. On the subsequent page, pick the metrics you best feel will give you insights into Acquisition, Behavior and Outcomes. While you are at it, you'll see just one dimension in this report, Mobile Device Info, you can add other drill-down dimensions you might find to be of value. I added Screen Resolution (matters so much) and then Page (to analyze each Page's performance by resolution).

Here's what the report's Summary view looks like for me…

smart mobile analytics

Nice, right? Smarter, tighter, more powerful.

My obsession is with people on mobile devices and not just the visits. Hence Users come first. Then, paying homage to See and Think intent, my focus is on Pages/Session. For the same reason, my choice for success is goals and Per Session Value (ideally I would use Per Session Goal Value, but as you saw in the opening this account does not have Goal Values). I would delete the Revenue, it is there mostly in case your boss harassed you. Delete it later.

Depending on the role, Acquisition, Behavior or Outcomes, I have everything I need to start my mobile analysis journey.

As I recommended with AdWords analysis above, the tabs on top of the report hold more analytical insights for you…

smart mobile analytics site usage

You will discover that you'll have to go and practice your custom reporting skills on all these tabs as there are sub-optimal elements on all three of them. For example with Site Usage, I added Think intent metrics. For Goals and Ecommerce tabs there are fewer and more focused metrics. Now almost all of the stuff I need to make smarter decisions from my mobile data is in one place.

This exercise requires a lot of introspection and understanding business needs as well as what analysis makes sense. That is how we all move from Reporting Squirrels to Analysis Ninjas! :)

As with the above custom report, I'll email a downloadable link to the Subscribers of my newsletter The Marketing – analytics Intersect. You can contrast your choices with my choice of metrics and dimensions.

Bonus: If you present screenshots from GA to your management team, make sure you take advantage of the option to show two BFF trends. In my case above you can see I choose to pair mobile Sessions with Goal Completions (again to put the stress on See – Think intent).

7. Icing on the Cake: Benchmarking!

One final beginner's advanced recommendation.

You just finished looking at a whole bunch of mobile metrics. How do you know if the performance of the Google Merchandizing Store is good or bad? Yes, you do see trends of past performance. But, how about with others in your industry? Others who have your type and size of website?

I've convinced that most of the time without that competitive / ecosystem context, Analysis Ninjas are making incomplete decisions.

The cool thing is, you can get benchmarking data in Google Analytics.

Audience > Benchmarking > Devices.

And now you have a really strong sense for what is good performance and what is non-good performance…

benchmarketing report device category

You might have come to one set of conclusions doing the analysis in the mobile section above, and I suspect that now you have very different priorities with the lens pulled back to how the ecosystem is doing.

And, that's the beauty.

There's a lot more you can do with benchmarking. You can explore the advanced-advanced version here when you are ready: Benchmarking Performance: Your Options, Dos, Don'ts and To-Die-Fors!

I hope you have fun.

That is it. A beginner's advanced guide that hopefully accelerates your journey to become an Analysis Ninja.

As always, it is your turn now.

Have already gotten access to the Store demo account? What elements recommended above had you not explored yet? Which ones do you find most easy/frustrating to get actionable insights from? Are there strategies that you use as an Analysis Ninja that are not covered above?

Please share your recommendations, frustrations, :), joyous strategies and guidance with all of us via comments below.

Thank you.

Be Real-World Smart: A Beginner's Advanced Google Analytics Guide is a post from: Occam's Razor by Avinash Kaushik



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The Biggest Content Marketing Trends in 2017

content-marketing-trends

I’ve spent the last 12-plus months talking with enterprise marketers from around the globe to get a handle on where the content marketing industry is going. Through that process, in combination with our ongoing research, the CMI team puts together the schedule for Content Marketing World 2016.

Here are what I believe are some of the biggest issues enterprise marketers are dealing with, as well as some thought leaders who are covering this topic at #CMWorld (hint, hint).

Note: These are not in any particular order. They are all important, depending on where you are in your content marketing maturity.

One thing is for sure: Content creation and distribution in the enterprise, outside of the content about our products and services, have become both more important and more integrated over the past year.

Creation of a real content marketing strategy

In almost every keynote speech I give, I ask the audience members whether their organizations have a documented content marketing strategy. Sadly, most do not. Our research tells us that those organizations that do have one, and that review it consistently, are more likely to be successful. Even though you (the expert reading this) might think this is basic, it’s not. We are still too focused on campaigns and talking about our products, instead of truly driving value outside the products and services we offer.

In answer to this, Content Marketing World offers a specific workshop solely on how to create a documented content marketing strategy. To get started now, this essential e-book on creating a strategy will get you pointed in the right direction.

Native advertising

If you are a regular listener of the PNR: This Old Marketing podcast, you know that Robert Rose and I cover native advertising just about every week. I’ve often called native advertising the “gateway drug” to content marketing (in a good way). We are starting to see a number of enterprises experiment, and succeed, with paid, native promotion of their content.

Why is this so important? Five years ago, enterprises were spending 80% on content creation and 20% on content promotion. I believe this ratio has switched, with successful enterprises creating differentiated content and putting some advertising and promotion muscle behind it.

This is the first year that we are offering a dedicated track on native advertising at Content Marketing World. In addition, we have a panel on native with some of the leading experts in the world on the subject.

If you are unsure of native and how it can help your organization, check out this post.


Native advertising is the “gateway drug” to #contentmarketing (in a good way) says @joepulizzi. #cmworld
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Influencer marketing

Influencer marketing has always been a “thing,” but in the last six months … wow … this topic has vaulted into the top five. It seems that every enterprise has some kind of content and influencer strategy, but few organizations execute a real strategy that makes sense.

The CMI team did an amazing job on the influencer marketing checklist (totally worth the download). For Content Marketing World, we have quite a few sessions on influencer marketing, including Bryan Kramer on how to create and manage an influencer marketing program.

Purpose-driven marketing

What’s your why? Why do you create your content? Does it have a real impact on your customers and prospects? Is there a deeper purpose behind what you do, instead of just creating content as part of your sales and marketing machine?

We have a number of sessions on finding your purpose at CMWorld this year, but we specifically recruited comedian Michael Jr. to talk about “why versus what.” If you haven’t had a chance to see this video on finding your why, here’s a sneak peek.

Video and visual

It doesn’t take “Chewbacca Mom” to show us how big and important using video and having a visual storytelling strategy are. But, most brands are still hanging their video strategy on the viral video, instead of building a process and organization around the ongoing delivery of valuable information through video.

We have a CMWorld track dedicated to visual content, including this excellent session on building a visual content marketing program that scales. In addition, we have the video architects behind the very successful visual/video programs at Marriott, Jyske Bank, and Foodable.TV.

Snapchat

I have to be honest. I don’t get Snapchat, but enough of my smart colleagues have said it is here to stay. Since Snapchat has surpassed Facebook in total video views, it’s about time we started to take notice at Content Marketing World.

Anyway, I broke down and asked Carlos Gil who heads social at BMC Software to teach us about Snapchat and the opportunities for business.

Facebook

Well, most of us built our social houses on rented Facebook land, and now what do we have to show for it? Not much actually. But there is a better way, especially when it comes to promoting your content assets on this powerhouse of a channel.

Although we have a number of sessions that discuss Facebook, I’m curious about the benefits of leveraging Facebook as a way to drive your content for lead generation. Brian Carter is putting on both a workshop and a session that will help you use Facebook as a demand-generation tool.

Teams and workflow

I’ve seen so many examples of well-meaning content marketing programs die because of improper workflow and hiring inadequate people to make real content experiences.

Among other sessions, Amanda Todorovich, Content Marketer of the Year finalist, is putting on a session dedicated to how her team built Cleveland Clinic’s content hub.

Content strategy (pipes and process)

My take on both content strategy and intelligent content is that these core areas are about the pipes that the content moves through. Great content is one thing, but if you don’t build in a strategy that makes sense for a user experience or leverages technology in the right way, we are all doomed.

When I think of content strategy, I think of people like Kristina Halvorson, Lisa Welchman, and, of course, Ann Rockley on the intelligent content side. We doubled down this year on sessions about setting up your content marketing process for success. To work properly over time, we need our processes to scale and be personalized. Most enterprises aren’t set up to do this outside of campaigns.


#Contentstrategy & #intelcontent are the pipes that the content moves through says @joepulizzi. #cmworld
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Mobile

Pokémon Go anyone? How many times have you heard that INSERT YEAR HERE is the year of mobile? Well, with all audiences with at least one untethered device, that year may be now. To put it simply, if your content isn’t easily digested on a mobile device, you have significant problems.

My good friend Jeff Rohrs, CMO at Yext, is putting on a mobile moments panel at CMWorld to look at the opportunities we might be missing, while we also added a new session this year on content design and the mobile device. We considered having a separate mobile track this year, but so many sessions integrate mobile — it’s the natural transformation where mobile is a priority with most of the digital content we develop.

Content technology

Disclaimer: Before you choose any technology for your content marketing, be sure to have a sound strategy first. OK, had to say it.


Before you choose technology for your #contentmarketing, have a sound strategy first says @joepulizzi #cmworld
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With that out of the way, it only takes one look at Scott Brinker’s mammoth marketing technology infographic to make any marketer hesitant of what technology to choose. So yes, we have a full track dedicated to technology and tools (and another 12 sessions just on different content technologies), but I’m intrigued with Paul Roetzer’s session on machine learning. This is not just a futuristic look at content anymore, artificial intelligence and machine learning are here right now, and we need to start paying attention.

marketing_technology_landscape_2016

Click to enlarge

Writing

Writing still counts, perhaps more than ever. More than not, marketers are abuzz about social media and video without comprehending that most of our communication is still text- and story-based. And frankly, most marketers are really bad at writing. From finding freelancers to becoming a better digital writer, we have more sessions dedicated to writing than ever (yes, even in this age of social media). And, of course, Ann Handley.

Integration with sales

I had a great conversation with Marcus Sheridan a few years back. While he loved our programming at Content Marketing World 2014, he made me aware of a very sad truth: Most organizations are dominated by sales, and if we don’t start integrating salespeople into Content Marketing World, marketers are going to get back to their offices and hit brick walls.

Marcus, as usual, was 100% correct, and Content Marketing World is evolving into a marketing AND sales conference. To prove that, we’ve added a full track dedicated to sales and sales integration this year, as well a workshop on how top-performing companies are integrating their sales and content led by Marcus and best-selling author of Same Side Selling, Ian Altman.

ROI and measurement

I don’t think this one needs explaining. The No. 1 question, every year, is “How do I show the success of my content marketing program?” At CMWorld this year we have more than 10 sessions dedicated to driving ROI, performance, and sales with content. In the meantime, if you haven’t checked out this post by Michael Brenner on the secrets of content marketing ROI, please make the time.

Email and marketing automation

I’ve learned a couple things about email recently. First, email is far from dead, and may be more important than ever for our content marketing programs. Second, most enterprises (99% of them) send spam disguised as content every day to our key stakeholders.

And then, as many B2B enterprises have done, they move from just email into marketing automation. I talked to a senior strategist recently who believes that marketers use about 10% of the functionality behind marketing automation (10% is on the high side). Simply put, most of us are using marketing automation the wrong way.

Here’s a great overview on how marketing automation can help your organization as it relates to your content creation programs.


Most of us are using marketing automation the wrong way says @joepulizzi. #cmworld
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Content distribution and promotion

Again, the trend (rightfully so) seems to be moving from less content to more promotion. This is correct. No longer can we afford to create and execute on content projects without them ever seeing the light of day.

Executive buy-in

We developed the content marketing documentary, The Story of Content: Rise of the New Marketing, specifically to help marketers like you with executive buy-in. It’s definitely helped, but we need to do more. Content marketing is an approach … a way of doing business if you will … and many executives we work with are still firmly set with the traditional four Ps model.

Global integration

Content Marketing World attracted 40% of the Fortune 100 in 2015. Every one of those organizations operates globally. This means complex processes, scattered teams, communication issues, politics, and varied customer experiences. Simply put, it’s hard.

We’ve added a full global strategy track this year including sessions from the likes of Oracle and Rockwell Automation.

Construction of a media organization

I’m fascinated by the movement of enterprises to becoming media companies. Red Bull Media House was, of course, one of the first to formally create a media company inside its organizations. PepsiCo and Mondelez recently announced their efforts to structure part of their content organizations as profit centers. This is a huge movement that has some momentum behind it.

After Arrow Electronics (Fortune 500 manufacturer) purchased a number of media properties from UBM (parent company of Content Marketing Institute), we decided to reach out to them about their core strategy. Victor Gao, vice president of digital and managing director of Arrow Media Group, will be presenting the company’s strategy on building a media division through acquisition.

What major challenges did I miss? Please let me know in the comments.

Looking forward to seeing you at Content Marketing World in Cleveland in September.

Want to hear from all these experts and more? Register for Content Marketing World today. Use Code BLOG100 to save $100.

The post The Biggest Content Marketing Trends in 2017 appeared first on Content Marketing Institute.



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