Holistic Digital Marketing Part 2: Platforms and tools

Holistic Digital Marketing Part 2: Platforms and tools

Once you’ve outlined your holistic digital marketing strategy, it’s time to choose the platforms and tools that will propel your organization toward your goals. A combination of retargeting, email marketing, segmentation, and automation is effective for reaching members and finding new prospects.

Retargeting and Prospecting

Depending on your goals, you can use retargeting to reach existing members (a.k.a. known users) or lookalike audiences based on your current member profile (a.k.a. unknown users). You can focus your efforts on a single platform, such as Facebook, or use web retargeting for a potentially broader reach.

To achieve results for web retargeting, you will likely need to enlist the help of a partner, such as AdRoll, for sufficient purchasing power. For many associations, Facebook offers more affordable solutions and better results.

Facebook Retargeting

Facebook is the most popular social media platform (with nearly 2 billion users!) and it offers great potential to reach your target audiences and convert users to members and attendees. With Facebook’s custom audiences and lookalike audiences, you can segment ads, measure conversions, and optimize campaigns. New features, such as audience insights, offline events, analytic reports, and product catalogs offer additional opportunities.


Before you launch any campaigns, consider segmenting your list into broad categories. Segmentation contributes to holistic marketing because you can use it to tailor your messaging based on what the individuals in your audience need to hear.

For your retargeting efforts, segmenting increases the relevancy of your message and boosts response as a result. For email marketing, segmentation leads to higher opens, clicks, and conversions. How much higher? MailChimp estimates that segmented email campaigns see a 14.31% higher open rate and a 100.95% higher click rate than non-segmented campaigns.

To take advantage of the benefits of segmentation, first define your segments. Consider categories such as first-time and repeat attendees, members and prospects, stage of the buying cycle, age, demographics, or location. Aim for no more than three audience segments (any more than three can be too complex to manage). Then, on a per message basis, determine whether each promotion goes to a specific segment or your entire audience.

Holistic SEO

Another component of holistic digital marketing is your search engine optimization. While SEO of the past was centered around keywords and backlinks, today’s SEO is all about relevancy to the user. It is increasingly content-driven. For best results, your content should be integrated with your other digital marketing efforts, such as your social media marketing, web retargeting, and email campaigns.

Marketing Automation

Integrated marketing is made infinitely easier with a marketing automation platform, such as Informz. Marketing automation can help you segment your list, personalize messaging, schedule ongoing campaigns, and track results with real-time reporting. Holistic marketing is customer-focused, and marketing automation provides insights and tools to personalize your efforts based on customer needs.

Measure for Success

As a best practice, you should continually evaluate performance and make adjustments based on actual campaign metrics to ensure your desired outcomes are being met. Below are three digital marketing KPIs that are especially relevant to associations.

  • Conversions—new members, subscriptions, class enrollment, etc.
  • Expanded brand awareness—number of ad impressions, site visitors
  • Engagement—clicks, email addresses submitted, inbound inquiries

Your specific KPIs should be based on your organization’s goals and objectives. Click here for the full list of 12 KPIs every association should measure.

Digital marketing offers a wealth of possibilities that support holistic marketing. With the right tools in place, you can segment your list and customize your message based on deep audience insights. You can track campaigns, messages, and offers as well as where each individual is in the buying cycle. Most importantly, you can access advanced data and analytics to guide your efforts today and next year. As a result, your audience enjoys a seamless customer experience—they get what they need when they need it. At the same time, you gain loyal followers who rally around your cause and sustain your organization into the future.

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