Professional Documents
Culture Documents
playbook
How to collect + activate quality
consumer data at scale
Foreword
Data is the modern marketer’s best friend. But, let’s be honest, it can be your
nightmare, too.
75% of marketers aren’t fully confident that their data actually reaches in-
market consumers.
64% of marketers admit that bad data hinders their ability to provide a truly
excellent, personalized experience.
Imagine this:
A traveler wants to book a vacation three months away, in a major city with nearby
hiking. She’s traveling with a group of four friends, and planning on packing her
camera.
You’re a marketer for a top airline. So, you send her an email highlighting
discounted fares for flights to Seattle, Portland, San Francisco, Salt Lake City, and
Austin. She clicks on the offer to Portland, but doesn’t buy her tickets yet.
Foreword • 1
You remarket to her on Facebook, showing her an ad with creative and copy touting
the most photographic hikes in Portland. She clicks through to a custom landing
page, showcasing the discounted fare, a photo gallery of scenic hikes, and an offer
to bundle the flights and hotels for groups larger than four.
This isn’t a marketing pipe dream. This is the power of declared data.
Marketers are increasingly turning to declared data to fuel their strategies, from
targeting to segmentation to personalization. In this playbook, we’ll cover what
declared data is, how it fits into the marketing data landscape, and how to get
started with a declared data strategy.
2 • Foreword
Who reads this?
• 3
Table of contents
The marketing data landscape. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Third-party data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Second-party data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
First-party data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
What is declared data? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
The new way to get declared data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
How Jebbit does it . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
The Plays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Activating declared data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Qualified lead generation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Relevant remarketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
(Truly) custom audiences. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Email personalization. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Retargeting with declared data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Audience building and profiling. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Data Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Data Enrichment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Omnichannel personalized marketing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Declared Data in Action . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Getting started. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
4 • Table of contents
The marketing data
landscape
To really understand the use-cases and value of declared
data, you have to start with the marketing data landscape
as a whole.
• 5
Third-party
data
third-par•ty da•ta
\' thǝrd pär-tē dā-tə \
Third-party data • 7
The basics
Most commonly, data vendors aggregate unrelated sources to compile third-party
data sets. They pull in readily available information like home addresses, voter
registrations, birth dates, and credit scores, and combine that with data inferred
from cookies, such as online browsing, click trails, and searches.
8 • Third-party data
Sources
Third-party data • 9
Strengths
Scale
You can achieve a significant amount of scale by using third-party data, because
data vendors aggregate massive amounts of information. Within data management
platforms (DMPs), you can use third-party data to build large audiences using
categories like demographics and browsing behavior for your digital advertising
campaigns.
10 • Third-party data
Weaknesses
Accuracy
study found that 82% of marketers don’t someone looked at a page for golf
clubs doesn’t mean they like golf.
believe that third-party data is reliable,
They could be searching for a gift
largely due to its inaccuracies. A Deloitte
for a family member, trying to find
consumer survey revealed that the
related gear, or mistakenly clicking
majority of respondents said the third- on golf instead of football.
party data tied to their profile was only
0-50% correct.
Third-party data • 11
Staleness
Third-party data can be bought and sold for years without being updated, so it’s
often out of date. Consumer preferences change; personal styles evolve, budgets
increase, and tastes modernize.
Irrelevance
Some third-party data simply doesn’t help your marketing. It might be accurate, but
it won’t actually make your targeting more effective or your message more relevant.
These irrelevant data points are things like “past purchase: water” or “household
size: 0-1.”
12 • Third-party data
Privacy
The E.U. General Data Protection Regulation (GDPR) has renewed concerns over
consumer privacy in the collection and activation of third-party data. A recent study
revealed that more Americans are concerned about data privacy than their income.
Sixty-six percent of Americans want companies to be more transparent about how
their data is used. Because third-party data comes from an entity without a direct
relationship with consumers, it’s the single biggest offender.
Desktop dependence
Third-party data does not work cross-device. Cookies don’t work on mobile phones,
so you lose out on any browsing and activity from consumers that occurs on their
smartphones. U.S. consumers spend 5 hours on their mobile devices each day and
60% of searches occur on mobile devices. Without mobile, you can’t get a complete
picture of consumers.
Third-party data • 13
Surviving the GDPR reckoning
At this point, you’ve definitely heard of GDPR. But what is it? And what does it mean
for you?
GDPR stands for General Data Protection Regulation. It’s a new European Union
regulation intended to increase consumer privacy in regard to how corporations
use their data.
The objective of this new set of rules is to give citizens back control over their
personal data, and to simplify the regulatory environment for businesses.
In essence, the regulation’s thesis is that consumer trust is critical for the digital
economy to succeed.
New rights conferred to consumers include the right to be forgotten, the right to
object to processing, the right to data portability, and the right to correct data. This
applies to E.U. citizens in member nations and those living abroad.
14 • Third-party data
Companies have to obtain consent from consumers to contact them for marketing
purposes, share or sell data to third parties, and for any uses that the consumer
“would not reasonably expect.” To translate, that means consent is a must for
profiling and segmentation that uses personally identifiable information (PII),
automated decision-making, and direct marketing.
Third-party data • 15
Second-party
data
sec•ond-par•ty da•ta
\' se-kənd pär-tē dā-tə \
Second-party data • 17
The basics
You can make a deal with a publisher or non-competitive brand to share or gain
access to particular audiences, data points, or hierarchies. Second-party data is
most commonly used for audience enhancement or extension.
18 • Second-party data
Sources
Non-competitive Publishers
brands
Facebook Google
Second-party data • 19
The 85-cent challenge
Facebook and Google have massive first-party data sets that you can access via the
tech giants’ advertising platforms. Due to the immense scale of these data sets and
their perceived accuracy, 85 cents of every dollar spent on online advertising goes
to Facebook and Google.
The problem?
You can set some parameters for your targeting, but you don’t get any insight
beyond that and your
typical performance metrics.
The world’s largest brand
advertisers have struck out
trying to find out exactly who
they’re reaching and which
consumers clicked their ads.
Marketers and agencies
frequently cite the lack of
transparency in Facebook
and Google’s data sets as a
concern.
20 • Second-party data
Strengths
Increased transparency
When you strike a deal with a brand or publisher to get access to their data, you
have increased say in which segments you’re getting, how the data was captured,
and why it’s relevant to your brand.
Improved accuracy
We’ll address the accuracy of first-party data later on, but marketers generally
agree that it is the most accurate of the three categories of marketing data. Using
another brand or publisher’s first-party data boosts the accuracy and relevance of
your targeting. Two-times as many marketers say second-party data gives them
good insights into their customers, as opposed to third-party data.
Second-party data • 21
Weaknesses
Inefficiency
Getting access to another entity’s proprietary data set comes with red tape. It takes
an inordinate amount of time to find, negotiate, and administer these deals. That’s
why 49% of companies say they have to bring in an independent third party to
broker them, slowing down the time it takes to launch marketing campaigns.
Privacy
Brands sharing their first-party data with another brand need to consider the
implications concerning consumer privacy (especially in light of GDPR). Consumers
must be able to opt out of their data being leased to another company.
22 • Second-party data
Limited control
Using second-party data comes with limitations. It’s not your data, so you don’t truly
know the quality or the way it was sourced. The reach is also limited to the reach
of your partners, so while it does increase scale, it won’t always bring a substantial
increase in audience size.
Second-party data • 23
First-party
data
first-par•ty da•ta
\' fərst pär-tē dā-tə \
First-party data • 25
The basics
Think With Google research revealed that 92% of marketers believe using first-party
data is critical to their growth. Per eConsultancy, eighty-one percent say they see
strong ROI from using first-party data in campaigns. These findings make sense:
First-party data comes directly from your customers, so inherently has higher
accuracy and relevance than anything inferred from browsing or gotten from
another business.
26 • First-party data
Sources
Surveys Forms
First-party data • 27
Strengths
Ownership
You own the data. It’s proprietary to your brand and doesn’t cost you anything to
use over and over again. You have customers’ transactional data, credit card type,
email, zip code, and more, at your fingertips.
Relevance
In a recent eConsultancy study, 74% of marketers said that first-party data provided
the greatest insight into their customers (when compared to second- and third-
party data). It’s your data on your customers, so it’s going to be more useful to you
than another brand’s data or information inferred from browsing.
Accuracy
28 • First-party data
Weaknesses
Lack of scale
First-party data is the hardest category of marketing data to get at scale. The
methods of collecting it have inherent limitations: Focus groups are limited to 10-12
people, surveys have an average response rate of 10-15%, transactions only give
you purchase amount, credit card type, and address, and most forms convert at
rates below 25%.
First-party data • 29
What is declared data?
So, where does declared data fit in?
That’s changing.
30 • First-party data
The new way to get declared data
There’s a new way to capture declared data. Using mobile attention to have digital
conversations, at scale, with your customers.
More than ever before, your marketing message has to be contextually relevant
to have any impact. You’re now competing with texts, Snapchats, Facebook
notifications, meeting alerts, and the hundreds of notifications that cross our
phones each day.
An eCommerce brand might drive paid social traffic into a mobile lookbook that
lets shoppers indicate their style preferences and get a personalized, shoppable
outcome.
A travel company might send email traffic into an itinerary builder where travelers
enter information about their dream vacation and get a custom itinerary.
A media company might create an interactive article that allows readers to give
feedback and indicate which types of content they’d read the most.
In each instance, the brand sends something much more conversational and
relevant to the mobile-minded consumer. As a result, they open up opportunities
for data capture and can tie that data back to each individual who engages with the
mobile experience.
First-party data • 33
Activating declared data
Capturing consumer motivations, intentions, interests, and preferences at scale lets
you truly personalize each customers’ experience.
In this section, we’ll take a look at how you can do that across all of your marketing
activities:
Lead generation
Relevant remarketing
Custom audiences
Email personalization
Retargeting
Omnichannel personalization
A luxury cruise line has to capture qualified leads to personalize the follow-up sales
call and nurture the travelers to a booking. With the price point so high, it’s crucial
for the outbound sales team and marketing team to understand why travelers want
to go on a cruise, where they want to go, what excursions they’d prefer, and who
they’re planning on going with.
Boden USA captures style preferences along with each lead so they can
send a personalized, shoppable email.
Instead of showing them paid social ads for the brand in general, the paid social
team can upload that audience to its top-performing social network. Knowing
they have that hyper-relevant audience, they can test creatives, messages, and
offers directly related to their skinny jeans. Doing so makes sure they don’t have
to worry that they’re showing ads to shoppers who’d never make that purchase.
From the ad, they can
drive shoppers to a
custom landing page
showing just skinny
jeans, increasing
the likelihood of a
purchase.
44 • Email personalization
Brands that personalize marketing emails see, on average,
27% higher click rates and 11% higher open rates. Declared
data lets you send your audience exactly what they want to
see - because they told you so themselves. You go beyond just
purchase history or behavioral data to segment your emails.
Email personalization • 45
The play
Regent Seven Seas Cruises launched a “This or That” Jebbit experience, allowing
travelers to choose between various options and build the perfect Alaskan cruise
for themselves. Regent delivered a personalized experience, indicating whether
travelers would prefer different cruise types. Then, Regent’s marketing team sent
a personalized email follow-up based on the type of cruise each potential traveler
got. Using declared data to personalize the email subject line, copy, and offer drove
a 9X higher click rate and 2X higher open rate.
46 • Email personalization
Three other ways brands are using
declared data for email personalization:
Email personalization • 47
Retargeting
with
declared data
An eCommerce brand uses declared data to create an audience within its DMP
of shoppers who’ve actively said they’re looking for an educational gift for their
toddler-aged nephew. Then, the brand can show them only its educational toys and
books, rather than every toy it has for a toddler.
Instead of showing shoppers the last item they looked at, eCommerce
brands are capturing declared data to show shoppers only what they’ve
indicated they’re in-market for.
54 • Data validation
The play
An airline continually captures declared data on its top three most valuable
customer data points: How far in advance fliers book, who they’re traveling with,
and if they’d ever upgrade to first class. By validating these key data points, the
airline can make sure that fliers only receive the most relevant marketing emails,
app notifications, and offers.
Data validation • 55
Three other ways brands are validating
their customer data with declared data:
56 • Data validation
Data
enrichment
A major challenge of first-party data, as mentioned above, is
getting the quality data you want at the scale you need. With
declared data, you can achieve both quality and quantity,
enriching your customer profiles with their motivations,
intentions, interests, and preferences.
58 • Data enrichment
The play
Data enrichment • 59
Three other ways brands are enriching
their customer data with declared data:
The New England Revolution, a top-tier Major League Soccer team, uses
Jebbit to find out if fans prefer to watch games in-stadium or on TV.
The Boston Globe wanted to find out what types of content its readers
preferred, and continually launched Jebbit experiences to enrich each
profile with that declared data.
60 • Data enrichment
Omnichannel
personalized
marketing
Top marketers know personalization is the only road to
success. The evidence is there: Per Salesforce, 52% of
consumers will switch brands if a company doesn’t personalize
their experience and 64% of consumers want personalized
offers.
Powering true, one-to-one personalization starts at the first touch. A major travel
brand captures the most important pieces of declared data and ties it back to
individual consumers. The first touch is a personalized email subject line with
the destination given by the consumer. Then the consumer sees a paid social ad
touting decreased air fare for the destination. That ad leads to a personalized
landing page, with offers for hotels and excursions, as well as content about the
destination. The next touch is a shoppable email, that directs the traveler right to
a personalized bookings page. When 69% of travelers say they’re more loyal to a
travel company that personalizes their experience online and offline, this strategy
isn’t a nice-to-have, it’s a must.
With each response from the experience, Regent learned more about
every customer, allowing them to build individual profiles, deliver custom
recommendations, and personalize email and phone follow ups.
Through using this declared data to power a personalized experience, the team
drove a 2.5X lead capture rate, 2X email open rate, and 9X email click-through rate.
2.5X 2X 9X
Lead capture Email open Click-through
rate rate rate
The results?
Using declared data to power custom and lookalike audiences drove a 10X return
on ad spend and increased cart size by 33%.
10X 33%
Return on ad Increased cart
spend size
Identify your attributes: What pieces of declared data would you love to have on
every customer? Start with your top three, and add in new ones as they arise.
Create your content calendar: Plan out the content that you’re going to use to
capture declared data, to ensure that you’re giving yourself opportunities to get the
data you want.
Plan your data activation: Whatever channel you own, make sure you’ve got
a strategy in place for activating your declared data, whether that’s a custom
audience for paid social, a personalized email, or the groundwork for omnichannel
personalization.
72 • Getting started
Go beyond the playbook
Ready to start your declared data journey?
Check out jebbit.com/demo