Categories B2B

15 Excel Formulas, Keyboard Shortcuts & Tricks That’ll Save You Lots of Time

For most marketers, trying to organize and analyze spreadsheets in Microsoft Excel can feel like walking into a brick wall repeatedly if you’e unfamiliar with Excel formulas. You’re manually replicating columns and scribbling down long-form math on a scrap of paper, all while thinking to yourself, “There has to be a better way to do this.”

Truth be told, there is — you just don’t know it yet.

Excel can be tricky that way. On the one hand, it’s an exceptionally powerful tool for reporting and analyzing marketing data. It can even help you visualize data with charts and pivot tables. On the other, without the proper training, it’s easy to feel like it’s working against you. For starters, there are more than a dozen critical formulas Excel can automatically run for you so you’re not combing through hundreds of cells with a calculator on your desk.Download 10 Excel Templates for Marketers [Free Kit]

What are excel formulas?

Excel formulas help you identify relationships between values in the cells of your spreadsheet, perform mathematical calculations using those values, and return the resulting value in the cell of your choice. Formulas you can automatically perform include sum, subtraction, percentage, division, average, and even dates/times.

We’ll go over all of these, and many more, in this blog post.

How to Insert Formulas in Excel

You might wonder what the “Formulas” tab on the top navigation toolbar in Excel means. In more recent versions of Excel, this horizontal menu — shown below — allows you to find and insert Excel formulas into specific cells of your spreadsheet. 

formulas-toolbar-excel

The more you use various formulas in Excel, the easier it’ll be to remember them and perform them manually. Nonetheless, the suite of icons above is a handy catalog of formulas you can browse and refer back to as you hone your spreadsheet skills.

Excel formulas are also called “functions.” To insert one into your spreadsheet, highlight a cell in which you want to run a formula, then click the far-left icon, “Insert Function,” to browse popular formulas and what they do. That browsing window will look like this:

insert-function-menuWant a more sorted browsing experience? Use any of the icons we’ve highlighted (inside the long red rectangle in the first screenshot above) to find formulas related to a variety of common subjects — such as finance, logic, and more. Once you’ve found the formula that suits your needs, click “Insert Function,” as shown in the window above.

Now, let’s do a deeper dive into some of the most crucial Excel formulas and how to perform each one in typical situations.

To help you use Excel more effectively (and save a ton of time), we’ve compiled a list of essential formulas, keyboard shortcuts, and other small tricks and functions you should know.

NOTE: The following formulas apply to the latest version of Excel. If you’re using a slightly older version of Excel, the location of each feature mentioned below might be slightly different.

1. SUM  

All Excel formulas begin with the equals sign, =, followed by a specific text tag denoting the formula you’d like Excel to perform. 

The SUM formula in Excel is one of the most basic formulas you can enter into a spreadsheet, allowing you to find the sum (or total) of two or more values. To perform the SUM formula, enter the values you’d like to add together using the format, =SUM(value 1, value 2, etc).

The values you enter into the SUM formula can either be actual numbers or equal to the number in a specific cell of your spreadsheet. 

  • To find the SUM of 30 and 80, for example, type the following formula into a cell of your spreadsheet: =SUM(30, 80). Press “Enter,” and the cell will produce the total of both numbers: 110. 
  • To find the SUM of the values in cells B2 and B11, for example, type the following formula into a cell of your spreadsheet: =SUM(B2, B11). Press “Enter,” and the cell will produce the total of the numbers currently filled in cells B2 and B11. If there are no numbers in either cell, the formula will return 0. 

Keep in mind you can also find the total value of a list of numbers in Excel. To find the SUM of the values in cells B2 through B11, type the following formula into a cell of your spreadsheet: =SUM(B2:B11). Note the colon between both cells, rather than a comma. See how this might look in an Excel spreadsheet for a content marketer, below:

sum-formula-excel

2. IF

The IF formula in Excel is denoted =IF(logical_test, value_if_true, value_if_false). This allows you to enter a text value into the cell “if” something else in your spreadsheet is true or false. For example, =IF(D2=”Gryffindor”,”10″,”0″) would award 10 points to cell D2 if that cell contained the word “Gryffindor.”

There are times when we want to know how many times a value appears in our spreadsheets. But there are also those times when we want to find the cells that contain those values, and input specific data next to it.

We’ll go back to Sprung’s example for this one. If we want to award 10 points to everyone who belongs in the Gryffindor house, instead of manually typing in 10’s next to each Gryffindor student’s name, we’ll use the IF-THEN formula to say: If the student is in Gryffindor, then he or she should get ten points.

  • The formula: IF(logical_test, value_if_true, value_if_false)
    • Logical_Test: The logical test is the “IF” part of the statement. In this case, the logic is D2=”Gryffindor.” Make sure your Logical_Test value is in quotation marks.
    • Value_if_True: If the value is true — that is, if the student lives in Gryffindor — this value is the one that we want to be displayed. In this case, we want it to be the number 10, to indicate that the student was awarded the 10 points. Note: Only use quotation marks if you want the result to be text instead of a number.
    • Value_if_False: If the value is false — and the student does not live in Gryffindor — we want the cell to show “0,” for 0 points.
  • Formula in below example: =IF(D2=”Gryffindor”,”10″,”0″)

Excel formulas and keyboard shortcuts: IF THEN

3. Percentage

To perform the percentage formula in Excel, enter the cells you’re finding a percentage for in the format, =A1/B1. To convert the resulting decimal value to a percentage, highlight the cell, click the Home tab, and select “Percentage” from the numbers dropdown.

There isn’t an Excel “formula” for percentages per se, but Excel makes it easy to convert the value of any cell into a percentage so you’re not stuck calculating and reentering the numbers yourself.

The basic setting to convert a cell’s value into a percentage is under Excel’s Home tab. Select this tab, highlight the cell(s) you’d like to convert to a percentage, and click into the dropdown menu next to Conditional Formatting (this menu button might say “General” at first). Then, select “Percentage” from the list of options that appears. This will convert the value of each cell you’ve highlighted into a percentage. See this feature below.

percentage-formula-in-excel

Keep in mind if you’re using other formulas, such as the division formula (denoted =A1/B1), to return new values, your values might show up as decimals by default. Simply highlight your cells before or after you perform this formula, and set these cells’ format to “Percentage” from the Home tab — as shown above.

4. Subtraction

To perform the subtraction formula in Excel, enter the cells you’re subtracting in the format, =SUM(A1, -B1). This will subtract a cell using the SUM formula by adding a negative sign before the cell you’re subtracting. For example, if A1 was 10 and B1 was 6, =SUM(A1, -B1) would perform 10 + -6, returning a value of 4.

Like percentages, subtracting doesn’t have its own formula in Excel either, but that doesn’t mean it can’t be done. You can subtract any values (or those values inside cells) two different ways.

Subtraction formula in Excel

  • Using the =SUM formula. To subtract multiple values from one another, enter the cells you’d like to subtract in the format =SUM(A1, -B1), with a negative sign (denoted with a hyphen) before the cell whose value you’re subtracting. Press enter to return the difference between both cells included in the parentheses. See how this looks in the screenshot above.
  • Using the format, =A1-B1. To subtract multiple values from one another, simply type an equals sign followed by your first value or cell, a hyphen, and the value or cell you’re subtracting. Press Enter to return the difference between both values.

5. Multiplication

To perform the multiplication formula in Excel, enter the cells you’re multiplying in the format, =A1*B1. This formula uses an asterisk to multiply cell A1 by cell B1. For example, if A1 was 10 and B1 was 6, =A1*B1 would return a value of 60.

You might think multiplying values in Excel has its own formula or uses the “x” character to denote multiplication between multiple values. Actually, it’s as easy as an asterisk — *.

multiplication-formula-in-excel

To multiply two or more values in an Excel spreadsheet, highlight an empty cell. Then, enter the values or cells you want to multiply together in the format, =A1*B1*C1 … etc. The asterisk will effectively multiply each value included in the formula.

Press Enter to return your desired product. See how this looks in the screenshot above.

6. Division

To perform the division formula in Excel, enter the cells you’re dividing in the format, =A1/B1. This formula uses a forward slash, “/,” to divide cell A1 by cell B1. For example, if A1 was 5 and B1 was 10, =A1/B1 would return a decimal value of 0.5.

Division in Excel is one of the simplest functions you can perform. To do so, highlight an empty cell, enter an equals sign, “=,” and follow it up with the two (or more) values you’d like to divide with a forward slash, “/,” in between. The result should be in the following format: =B2/A2, as shown in the screenshot below.

excel-division-formula

Hit Enter, and your desired quotient should appear in the cell you initially highlighted.

7. DATE

The Excel DATE formula is denoted =DATE(year, month, day). This formula will return a date that corresponds to the values entered in the parentheses — even values referred from other cells. For example, if A1 was 2018, B1 was 7, and C1 was 11, =DATE(A1,B1,C1) would return 7/11/2018.

Creating dates in the cells of an Excel spreadsheet can be a fickle task every now and then. Luckily, there’s a handy formula to make formatting your dates easy. There are two ways to use this formula:

  • Create dates from a series of cell values. To do this, highlight an empty cell, enter “=DATE,” and in parentheses, enter the cells whose values create your desired date — starting with the year, then the month number, then the day. The final format should look like this: =DATE(year, month, day). See how this looks in the screenshot below.
  • Automatically set today’s date. To do this, highlight an empty cell and enter the following string of text: =DATE(YEAR(TODAY()), MONTH(TODAY()), DAY(TODAY())). Pressing enter will return the current date you’re working in your Excel spreadsheet.

excel date formula

In either usage of Excel’s date formula, your returned date should be in the form of “mm/dd/yy” — unless your Excel program is formatted differently.

8. Array

An array formula in Excel surrounds a simple formula in brace characters using the format, {=(Start Value 1:End Value 1)*(Start Value 2:End Value 2)}. By pressing ctrl+shift+center, this will calculate and return value from multiple ranges, rather than just individual cells added to or multiplied by one another.

Calculating the sum, product, or quotient of individual cells is easy — just use the =SUM formula and enter the cells, values, or range of cells you want to perform that arithmetic on. But what about multiple ranges? How do you find the combined value of a large group of cells?

Numerical arrays are a useful way to perform more than one formula at the same time in a single cell so you can see one final sum, difference, product, or quotient. If you’re looking to find total sales revenue from several sold units, for example, the array formula in Excel is perfect for you. Here’s how you’d do it:

  1. To start using the array formula, type “=SUM,” and in parentheses, enter the first of two (or three, or four) ranges of cells you’d like to multiply together. Here’s what your progress might look like: =SUM(C2:C5
  2. Next, add an asterisk after the last cell of the first range you included in your formula. This stands for multiplication. Following this asterisk, enter your second range of cells. You’ll be multiplying this second range of cells by the first. Your progress in this formula should now look like this: =SUM(C2:C5*D2:D5)
  3. Ready to press Enter? Not so fast … Because this formula is so complicated, Excel reserves a different keyboard command for arrays. Once you’ve closed the parentheses on your array formula, press Ctrl+Shift+Enter. This will recognize your formula as an array, wrapping your formula in brace characters and successfully returning your product of both ranges combined.

Excel array formula

In revenue calculations, this can cut down on your time and effort significantly. See the final formula in the screenshot above.

9. COUNT

The COUNT formula in Excel is denoted =COUNT(Start Cell:End Cell). This formula will return a value that is equal to the number of entries found within your desired range of cells. For example, if there are eight cells with entered values between A1 and A10, =COUNT(A1:A10) will return a value of 8.

The COUNT formula in Excel is particularly useful for large spreadsheets, wherein you want to see how many cells contain actual entries. Don’t be fooled: This formula won’t do any math on the values of the cells themselves. This formula is simply to find out how many cells in a selected range are occupied with something.

Using the formula in bold above, you can easily run a count of active cells in your spreadsheet. The result will look a little something like this:

count-formula-in-excel

10. AVERAGE

To perform the average formula in Excel, enter the values, cells, or range of cells of which you’re calculating the average in the format, =AVERAGE(number1, number2, etc.) or =AVERAGE(Start Value:End Value). This will calculate the average of all the values or range of cells included in the parentheses.

Finding the average of a range of cells in Excel keeps you from having to find individual sums and then performing a separate division equation on your total. Using =AVERAGE as your initial text entry, you can let Excel do all the work for you.

For reference, the average of a group of numbers is equal to the sum of those numbers, divided by the number of items in that group.

11. SUMIF

The SUMIF formula in Excel is denoted =SUMIF(range, criteria, [sum range]). This will return the sum of the values within a desired range of cells that all meet one criterion. For example, =SUMIF(C3:C12,”>70,000″) would return the sum of values between cells C3 and C12 from only the cells that are greater than 70,000.

Let’s say you want to determine the profit you generated from a list of leads who are associated with specific area codes, or calculate the sum of certain employees’ salaries — but only if they fall above a particular amount. Doing that manually sounds a bit time-consuming, to say the least.

With the SUMIF function, it doesn’t have to be — you can easily add up the sum of cells that meet certain criteria, like in the salary example above.

  • The formula: =SUMIF(range, criteria, [sum_range])
    • Range: The range that is being tested using your criteria.
    • Criteria: The criteria that determine which cells in Criteria_range1 will be added together
    • [Sum_range]: An optional range of cells you’re going to add up in addition to the first Range entered. This field may be omitted.

In the example below, we wanted to calculate the sum of the salaries that were greater than $70,000. The SUMIF function added up the dollar amounts that exceeded that number in the cells C3 through C12, with the formula =SUMIF(C3:C12,”>70,000″).

SUMIF formula in Excel

12. TRIM

The TRIM formula in Excel is denoted =TRIM(text). This formula will remove any spaces entered before and after the text entered in the cell. For example, if A2 includes the name ” Steve Peterson” with unwanted spaces before the first name, =TRIM(A2) would return “Steve Peterson” with no spaces in a new cell.

Email and file sharing are wonderful tools in today’s workplace. That is, until one of your colleagues sends you a worksheet with some really funky spacing. Not only can those rogue spaces make it difficult to search for data, but they also affect the results when you try to add up columns of numbers.

Rather than painstakingly removing and adding spaces as needed, you can clean up any irregular spacing using the TRIM function, which is used to remove extra spaces from data (except for single spaces between words).

  • The formula: =TRIM(text).
    • Text: The text or cell from which you want to remove spaces.

Here’s an example of how we used the TRIM function to remove extra spaces before a list of names. To do so, we entered =TRIM(“A2”) into the Formula Bar, and replicated this for each name below it in a new column next to the column with unwanted spaces.

trim-formula-in-excel

Below are some other Excel formulas you might find useful as your data management needs grow.

13. LEFT, MID, and RIGHT

Let’s say you have a line of text within a cell that you want to break down into a few different segments. Rather than manually retyping each piece of the code into its respective column, users can leverage a series of string functions to deconstruct the sequence as needed: LEFT, MID, or RIGHT.

LEFT

  • Purpose: Used to extract the first X numbers or characters in a cell.
  • The formula: =LEFT(text, number_of_characters)
    • Text: The string that you wish to extract from.
    • Number_of_characters: The number of characters that you wish to extract starting from the left-most character.

In the example below, we entered =LEFT(A2,4) into cell B2, and copied it into B3:B6. That allowed us to extract the first 4 characters of the code.

LEFT formula in Excel

MID

  • Purpose: Used to extract characters or numbers in the middle based on position.
  • The formula: =MID(text, start_position, number_of_characters)
    • Text: The string that you wish to extract from.
    • Start_position: The position in the string that you want to begin extracting from. For example, the first position in the string is 1.
    • Number_of_characters: The number of characters that you wish to extract.

In this example, we entered =MID(A2,5,2) into cell B2, and copied it into B3:B6. That allowed us to extract the two numbers starting in the fifth position of the code.

MID formula in Excel

RIGHT

  • Purpose: Used to extract the last X numbers or characters in a cell.
  • The formula: =RIGHT(text, number_of_characters)
    • Text: The string that you wish to extract from.
    • Number_of_characters: The number of characters that you want to extract starting from the right-most character.

For the sake of this example, we entered =RIGHT(A2,2) into cell B2, and copied it into B3:B6. That allowed us to extract the last two numbers of the code.

RIGHT formula in EXCEL

14. VLOOKUP

This one is an oldie, but a goodie — and it’s a bit more in depth than some of the other formulas we’ve listed here. But it’s especially helpful for those times when you have two sets of data on two different spreadsheets, and want to combine them into a single spreadsheet.

My colleague, Rachel Sprung — whose “How to Use Excel” tutorial is a must-read for anyone who wants to learn — uses a list of names, email addresses, and companies as an example. If you have a list of people’s names next to their email addresses in one spreadsheet, and a list of those same people’s email addresses next to their company names in the other, but you want the names, email addresses, and company names of those people to appear in one place — that’s where VLOOKUP comes in.

Note: When using this formula, you must be certain that at least one column appears identically in both spreadsheets. Scour your data sets to make sure the column of data you’re using to combine your information is exactly the same, including no extra spaces.

  • The formula: VLOOKUP(lookup value, table array, column number, [range lookup])
    • Lookup Value: The identical value you have in both spreadsheets. Choose the first value in your first spreadsheet. In Sprung’s example that follows, this means the first email address on the list, or cell 2 (C2).
    • Table Array: The range of columns on Sheet 2 you’re going to pull your data from, including the column of data identical to your lookup value (in our example, email addresses) in Sheet 1 as well as the column of data you’re trying to copy to Sheet 1. In our example, this is “Sheet2!A:B.” “A” means Column A in Sheet 2, which is the column in Sheet 2 where the data identical to our lookup value (email) in Sheet 1 is listed. The “B” means Column B, which contains the information that’s only available in Sheet 2 that you want to translate to Sheet 1.
    • Column Number: The table array tells Excel where (which column) the new data you want to copy to Sheet 1 is located. In our example, this would be the “House” column, the second one in our table array, making it column number 2.
    • Range Lookup: Use FALSE to ensure you pull in only exact value matches.
  • The formula with variables from Sprung’s example below: =VLOOKUP(C2,Sheet2!A:B,2,FALSE)

In this example, Sheet 1 and Sheet 2 contain lists describing different information about the same people, and the common thread between the two is their email addresses. Let’s say we want to combine both datasets so that all the house information from Sheet 2 translates over to Sheet 1. Here’s how that would work:

Excel formulas and shortcuts: VLOOKUP

15. RANDOMIZE

There’s a great article that likens Excel’s RANDOMIZE formula to shuffling a deck of cards. The entire deck is a column, and each card — 52 in a deck — is a row. “To shuffle the deck,” writes Steve McDonnell, “you can compute a new column of data, populate each cell in the column with a random number, and sort the workbook based on the random number field.”

In marketing, you might use this feature when you want to assign a random number to a list of contacts — like if you wanted to experiment with a new email campaign and had to use blind criteria to select who would receive it. By assigning numbers to said contacts, you could apply the rule, “Any contact with a figure of 6 or above will be added to the new campaign.”

  • The formula: RAND()
    • Start with a single column of contacts. Then, in the column adjacent to it, type “RAND()” — without the quotation marks — starting with the top contact’s row.
    • RANDBETWEEN allows you to dictate the range of numbers that you want to be assigned. In the case of this example, I wanted to use one through 10.
    • bottom: The lowest number in the range.
    • top: The highest number in the range,For the example below: RANDBETWEEN(bottom,top)
    • Formula in below example: =RANDBETWEEN(1,10)

 

excel formulas and keyboard shortcuts example: Randomize
Helpful stuff, right? Now for the icing on the cake: Once you’ve mastered the Excel formula you need, you’ll want to replicate it for other cells without rewriting the formula. And luckily, there’s an Excel function for that, too. Check it out below.

Sometimes, you might want to run the same formula across an entire row or column of your spreadsheet. Let’s say, for example, you have a list of numbers in columns A and B of a spreadsheet and want to enter individual totals of each row into column C.

Obviously, it would be too tedious to adjust the values of the formula for each cell so you’re finding the total of each row’s respective numbers. Luckily, Excel allows you to automatically complete the column; all you have to do is enter the formula in the first row. Check out the following steps: 

  1. Type your formula into an empty cell and press “Enter” to run the formula.SUM formula entered in column C of Excel spreadsheet to find the sum of cells B2 and C2.
  2. Hover your cursor over the bottom-right corner of the cell containing the formula. You’ll see a small, bold “+” symbol appear.
  3. While you can double-click this symbol to automatically fill the entire column with your formula, you can also click and drag your cursor down manually to fill only a specific length of the column.insert-formula-in-excel-for-entire-columnOnce you’ve reached the last cell in the column you’d like to enter your formula, release your mouse to copy the formula. Then, simply check each new value to ensure it corresponds to the correct cells.

Excel Keyboard Shortcuts

1. Quickly select rows, columns, or the whole spreadsheet.

Perhaps you’re crunched for time. I mean, who isn’t? No time, no problem. You can select your entire spreadsheet in just one click. All you have to do is simply click the tab in the top-left corner of your sheet to highlight everything all at once.

Quickly select rows, columns, or the whole Excel spreadsheet

Just want to select everything in a particular column or row? That’s just as easy with these shortcuts:

For Mac:

  • Select Column = Command + Shift + Down/Up
  • Select Row = Command + Shift + Right/Left

For PC:

  • Select Column = Control + Shift + Down/Up
  • Select Row = Control + Shift + Right/Left

This shortcut is especially helpful when you’re working with larger data sets, but only need to select a specific piece of it.

2. Quickly open, close, or create a workbook.

Need to open, close, or create a workbook on the fly? The following keyboard shortcuts will enable you to complete any of the above actions in less than a minute’s time.

Quickly open, close, or create an Excel workbook

For Mac:

  • Open = Command + O
  • Close = Command + W
  • Create New = Command + N

For PC:

  • Open = Control + O
  • Close = Control + F4
  • Create New = Control + N

3. Format numbers into currency.

Have raw data that you want to turn into currency? Whether it be salary figures, marketing budgets, or ticket sales for an event, the solution is simple. Just highlight the cells you wish to reformat, and select Control + Shift + $.

Format numbers into currency in Excel

The numbers will automatically translate into dollar amounts — complete with dollar signs, commas, and decimal points.

Note: This shortcut also works with percentages. If you want to label a column of numerical values as “percent” figures, replace “$” with “%”.

4. Insert current date and time into a cell.

Whether you’re logging social media posts, or keeping track of tasks you’re checking off your to-do list, you might want to add a date and time stamp to your worksheet. Start by selecting the cell to which you want to add this information.

Then, depending on what you want to insert, do one of the following:

  • Insert current date = Control + ; (semi-colon)
  • Insert current time = Control + Shift + ; (semi-colon)
  • Insert current date and time = Control + ; (semi-colon), SPACE, and then Control + Shift + ; (semi-colon).

Insert a current date and time into a cell in Excel

Other Excel Tricks

1. Customize the color of your tabs.

If you’ve got a ton of different sheets in one workbook — which happens to the best of us — make it easier to identify where you need to go by color-coding the tabs. For example, you might label last month’s marketing reports with red, and this month’s with orange.

Simply right click a tab and select “Tab Color.” A popup will appear that allows you to choose a color from an existing theme, or customize one to meet your needs.

Customize the color of your tabs in Excel

2. Add a comment to a cell.

When you want to make a note or add a comment to a specific cell within a worksheet, simply right-click the cell you want to comment on, then click Insert Comment. Type your comment into the text box, and click outside the comment box to save it.

Cells that contain comments display a small, red triangle in the corner. To view the comment, hover over it.

Add a comment to a cell in Excel

3. Copy and duplicate formatting.

If you’ve ever spent some time formatting a sheet to your liking, you probably agree that it’s not exactly the most enjoyable activity. In fact, it’s pretty tedious.

For that reason, it’s likely that you don’t want to repeat the process next time — nor do you have to. Thanks to Excel’s Format Painter, you can easily copy the formatting from one area of a worksheet to another.

Select what you’d like to replicate, then select the Format Painter option — the paintbrush icon — from the dashboard. The pointer will then display a paintbrush, prompting you to select the cell, text, or entire worksheet to which you want to apply that formatting, as shown below:

Excel formulas and keyboard shortcuts example: Copy and Duplicate Formatting in Excel

4. Identify duplicate values.

In many instances, duplicate values — like duplicate content when managing SEO — can be troublesome if gone uncorrected. In some cases, though, you simply need to be aware of it.

Whatever the situation may be, it’s easy to surface any existing duplicate values within your worksheet in just a few quick steps. To do so, click into the Conditional Formatting option, and select Highlight Cell Rules > Duplicate Values

Identify duplicate values in Excel

Using the popup, create the desired formatting rule to specify which type of duplicate content you wish to bring forward.

In the example above, we were looking to identify any duplicate salaries within the selected range, and formatted the duplicate cells in yellow.

Excel Shortcuts Save You Time

In marketing, the use of Excel is pretty inevitable — but with these tricks, it doesn’t have to be so daunting. As they say, practice makes perfect. The more you use these formulas, shortcuts, and tricks, the more they’ll become second nature.

Editor’s note: This post was originally published in January 2019 and has been updated for comprehensiveness.

excel marketing templates

Categories B2B

How to Create a Link to Jump to a Specific Part of a Page [Quick Tip]

When most people think of hyperlinks, they think of connecting two different web pages — such as a blog and landing page — together. But that’s not all hyperlinks can do, they can link to jump to a specific part of a page as well.

So remember that really exhaustive glossary you put together on industry terms your audience should know? Now, when you refer to something you said elsewhere in that article, you can actually link to it — making it much easier for your audience to figure out what the heck you’re talking about. Want to see what I mean? Just click here.

→ Download Now: SEO Starter Pack [Free Kit]

Pretty cool, right? The best part about it all is that it’s super easy to do yourself, even if you don’t have extensive HTML knowledge. If the HTML-speak feels confusing, just follow along with the real-world examples below.

Note: If you are a HubSpot customer, follow these instructions.

How to Link to a Specific Part of a Page

Allowing people to effectively “jump” to a certain part of a webpage can help your business grow better and make your content more convenient for visitors to your site — but you have to make sure you do everything just right. Here’s how to add jump links to your content, step-by-step.

1. Name the object or text you want to link to.

In a normal linking scenario, whatever you need to link to has a URL of its own. However, in this scenario, you’re not linking to a new page with its own URL — so you have to make up a name for the link’s destination.

I’d recommend using a word or phrase that describes the link’s destination. If you use a phrase, use underscores between each word instead of spaces, otherwise the code won’t work.

Example

Let’s say we wanted to link to an example of a company using Facebook ads in a post. Here’s what I’d use as my object’s name:

facebook_ads_example

Now, onto the next step.

2. Take the name you’ve chosen, and insert it into an opening HTML anchor link tag.

In other words, replace the red section of the tag below with the name you chose in the previous step:

<a id=”INSERT_YOUR_OBJECT_NAME_HERE“>

Example

3. Place that complete opening <a> tag from above before the text or object you want to link to, and add a closing </a> tag after.

Doing this sets the location of the link. This is what your code should look like now:

<a id=”INSERT_YOUR_OBJECT_NAME_HERE”>The object you want to link to.</a>

Example

4. Create the hyperlink that’ll take you to that text or object.

Now, go to the part of the post you’d like to have the hyperlink in. You’ll need to add a typical hyperlink HTML markup, but in the part where you’d typically include a URL, you’ll include the pound symbol (#) then the name of the object you’re linking to. Here’s what it looks like:

<a href=”#INSERT_YOUR_OBJECT_NAME_HERE“>Click here to see the content below.</a>

Example

And then you’re all set — you have a functioning hyperlink between two pieces of content on the same page. Simple as that.

(Hey there, curious folks from the introduction! Click here to go back to where you left off.)

marketing

 
Click here to get everything you need to get your website ranking in search.

Categories B2B

3 Easy Steps to Create Your Facebook Vanity URL [+ Tips]

With over 1 billion monthly active users, Facebook is a powerful network to tap into to expand the online footprint of your business.

Free Resource: How to Reach & Engage Your Audience on Facebook

Once you have your Page, the first step of Facebook marketing is to get a username, which will create your vanity URL. Discover how to create one and the benefits of having a customized URL.

Choosing a username is totally optional, but it adds an extra level of professionalism and gives you a shorter, more memorable web address for your business page.

How to Create Your Facebook Vanity URL

1. Visit Facebook.com and head to your business page. Once on the page, click on Create Page.

How to create your facebook vanity URL step 1

2. Write your username and check that it’s available.

How to create your facebook vanity URL step 2

3. Once you see the green check mark, click on Create username to finalize it.

How to create your facebook vanity URL step 3

How to Change Your Facebook Vanity URL

1. Visit Facebook.com and head to your business page. Once on the page, click on Edit Page.

How to change your facebook vanity URL step 1

2. Select Page Header.

How to change your facebook vanity URL step 2

3. Click on your username.

How to change your facebook vanity URL step 3

4. Write your new username and see if it’s available. Once the green check mark appears, click on Create Username.

How to change your facebook vanity URL step 4

Facebook Vanity URL Tips

As you’re deciding on your username, consider the following requirements from Facebook:

  • Usernames can only include alphanumeric characters (A-Z, 0-9) or a period (.).
  • You can only have one username per page.
  • Your page must have at least 25 fans to establish a vanity URL. This is to prevent name squatting.
  • Usernames are not transferrable or editable (so think carefully about your username choice!).
  • Some generic words (such as “flowers” or “pizza”) are not available.

If your trademarked name has already been taken, you can notify Facebook of this intellectual property infringement.

A vanity URL is a small step you can take in personalizing your Facebook Page to ensure it’s easy to find. If you already have a URL in mind, don’t hesitate– you’ll want to make sure you can secure your business name before someone else snags it.

Editor’s Note: This post was originally published in Dec. 2012 and has been updated for comprehensiveness. 

generate leads with facebook

Categories B2B

Instagram Takeover: How to Host One in 7 Easy Steps

Influencer marketing is a trendy topic these days, but it doesn’t require a lot of work or a ton of money to harness the power of influencers on your brand’s social media channels — and hosting something called an Instagram takeover is one of the lowest-effort, most organic ways to do just that.

Not sure what we’re talking about? Instagram takeovers involve a person or brand posting on your Instagram channel to give followers a peek at new and unique content from another perspective. Here’s an example of our friends at WeWork taking over our Instagram account:

 

In this post, we’ll dive into how to host your own Instagram takeover to drive engagement, brand awareness, and positive outcomes for your brand.

Access Now: 22 Free Business Instagram Templates

But there are several different approaches to Instagram takeovers that can be beneficial to your brand.

Other types of Instagram takeovers can include:

  • Employee takeovers
  • Customer or community member takeovers
  • Event takeovers
  • Product or offer promotions

Instagram takeovers are mutually beneficial for the guest Instagrammer and the host account. The host can bring valuable new content to their followers without having to create it themselves, and the guest is able to reach an entirely new audience by posting on another account.

Plus, Instagram takeovers help cultivate good-faith relationships between influencers that can create inroads for future collaboration and cross-promotion.

Now, let’s dive into how to get started with your Instagram takeover.

How to Host an Instagram Takeover

1. Choose what you want to accomplish.

Before choosing a guest to host your brand’s Instagram, you have to determine what you want to achieve with the takeover. Ideally, your Instagram takeover will achieve multiple positive results — but choosing a primary goal of the campaign will help determine which type of guest to invite.

Instagram takeover goals could include:

  • Increasing brand awareness. This can be measured by the number of new followers the Instagram account gains as a result of the takeover.
  • Promoting a product, event, or offer. This can be measured by the number of event registrations, offer redemptions, or lead form submissions as a result of the takeover.
  • Driving engagement within the Instagram community. This can be measured by the number of likes, comments, video and story views, and link clicks as a result of the takeover.

2. Pick your guest Instagrammer.

Now that you know your goal, you’ll have an easier time finding a guest who can make it happen.

For example, the team behind the award-winning musical Hamilton wanted to familiarize fans with the plays revolving cast members.

To do this, Hamilton started #SwingSaturday on Instagram in which a cast member who is prepared to play multiple roles (known as a swing) takes over the official Hamilton Instagram.

HamiltonI Image source

There are a few types of guest Instagrammers you can invite to create content for your takeover:

  • Influencers within your industry
  • Employees at your company
  • Community members or customers

While it’s certainly possible for Instagram takeover guests to accomplish multiple goals, we recommend choosing your guest with the most effective strategy in mind.

  • Influencers will draw their followers to your Instagram with their endorsement of your brand, so they’re the best fit if your primary goal is to increase brand awareness by growing followers.
  • Employees will attract interest from their friends and colleagues who want a behind-the-scenes look at what they do at work every day. They’re the best fit if your primary goal is to drive engagement on Instagram.
  • Community members and customers will post enthusiastically about your brand and show the value of your product. They’re the best fit if your primary goal is to promote a product, event, offer, sign-up, or download.

Again, these goals aren’t mutually exclusive. Ideally, the content your guest creates will be highly engaging, shareable, and compelling to the viewer.

3. Decide on the content format and takeover logistics.

Once you’ve figured out what you want to accomplish and who will host your takeover, it’s time to nail down the specifics of how the takeover will run. Below are our suggestions of questions to answer when you meet with your takeover host:

  • When are you hosting the Instagram takeover, and how long will it last?
  • Who will manage the account? Will the guest get access to your Instagram credentials, or will they send you content and captions to post on their behalf?
  • How many times per day will the host post takeover content? If you have an optimal publishing schedule in mind, what times per day will the host need to post?
  • What hashtags will be used? Will you create a custom hashtag to promote the takeover? Is there a maximum amount of hashtags you want the guest to use in any given caption?
  • Which types of content will be shared during the takeover? Will the guest post photos, videos, Instagram Stories, or live videos? Will they post a combination of these formats?
  • How will both the guest and the host promote the takeover on Instagram? Will you agree to promotion on Instagram or other channels leading up to the event?
  • Are there any guardrails? Is there anything the guest shouldn’t record or mention over the course of the takeover?

Once the details of the takeover are finalized, decide how you’ll measure success over the course of the event.

4. Determine metrics to track during the takeover.

Depending on the goals of your Instagram takeover, some of these metrics will be more important than others. Below are the metrics we recommend tracking over the course of your takeover:

  • # of new followers
  • # of likes
  • # of comments
  • # of mentions
  • # of direct messages
  • # of Instagram Story views
  • # of live video viewers
  • # of Instagram Story clicks
  • # of offer redemptions/app downloads (if you promote a landing page)
  • # of attendees or sign-ups (if you promote an event)
  • Total social referral traffic to your website

Qualitative metrics to keep track of could also include positive comments on Instagram.

5. Promote the takeover across multiple platforms.

Once you’ve figured out the details of your Instagram takeover, it’s time to start getting people excited about it.

A day or two before the event, start promoting your upcoming Instagram takeover. If there are any contests, giveaways, or other incentives for people to follow along, make those clear in your promotions.

Of course, you need to promote the upcoming takeover on Instagram — especially if the takeover is happening within Instagram Stories or Instagram Live and you want to drive visitors to view those spots within the app.

However, you also need to promote the takeover on other social media channels to attract as many people to your campaign as possible. This is especially necessary if your brand’s Instagram account isn’t as developed or engaged as other channels.

The host and the guest should promote the takeover on a few of their channels leading up to the event to get both audiences as engaged and excited as possible.

6. Launch the takeover.

On the day of the takeover, it’s all systems go.

Make sure you have one team member monitoring comments and one team member uploading content to Instagram (if applicable). Remember, users can now upload content from desktop computers in addition to the mobile app, which can make the process easier from the office.

Throughout the day, cross-promote content that the guest is posting on their channels to help draw new people to your own Instagram takeover event.

Make sure to communicate when the takeover is starting and ending. Note in captions when the first and last posts are happening so viewers aren’t confused or abruptly left in the lurch, wondering if there’s more content forthcoming.

7. Analyze the results.

Once the takeover is over, it’s time to analyze its performance. Use the performance data from the takeover to determine how (or if) you’ll do your next takeover differently. Here are some questions to ask in your post-takeover analysis:

  • Did we achieve our goal? Did you earn more Instagram followers, achieve high levels of engagement, or get visitors to sign up for your offer?
  • Did we achieve secondary goals? Did the takeover result in other net benefits for your brand and your business?
  • Was the takeover worthwhile? Did it save you time and energy creating your own content, or did it create extra work? Did it drive a push of traffic and engagement, or did numbers remain mostly the same?

Even if the takeover doesn’t drive hard numbers for your business’s bottom line, takeovers are authentic and real. They also provide an inside look at an aspect of your brand or community followers don’t normally see.

And just because a takeover didn’t achieve your desired results on the first launch it doesn’t mean you shouldn’t give it another try later. That’s why you need to track its progress and results so that you can do better next time.

Social media is about being social, so pay attention to qualitative feedback, too. If commenters respond positively to the takeover, take their feedback and use it for ideating future Instagram campaigns.

Instagram Takeover Examples

Here are examples of some excellent Instagram takeovers:

1. Broadway Plus

To promote its brand to Broadway fans, Broadways Plus had Hadestown actress Kimberly Marable takeover the company’s Instagram stories. The takeover was promoted the day before by sharing a clip of Kimberly and the rest of the cast singing during an NPR Tiny Desk concert.

During the takeover, Marable shared exclusive behind-the-scenes footage of the Hadestown tour and gave followers of the account a glimpse into the day in the life of a Broadway performer. This worked in Marable’s favor as well because doing so promoted the Hadestown tour to more Broadway fans.

What I Like About This Instagram Takeover

This takeover provided timely and relevant content to fans of Broadway by having a prominent star give an exclusive look into a current tour. Marable was able to share content that only she would have access to, making the takeover that much more valuable.

2. Fenty Beauty

Celebrity makeup artist Nina Ubhi took over cosmetics brand Fenty Beauty’s Instagram account stories in 2020. The goal was to show how makeup lovers can use brand’s products to achieve the perfect spring look.

During the takeover, Ubhi gave quick makeup tutorials using Fenty Beauty products while also showcasing her skills as a makeup artist.

What I Like About This Instagram Takeover

This takeover brings value to both current and potential Fenty Beauty customers. Not only did Ubhi promote the brand’s products, but followers of the account learned how to apply the makeup and create new looks.

3. Billboard

As we mentioned before, an Instagram takeover can be just as beneficial for the guest as it is for the host. For example, the boy band Why Don’t We promoted their music and tour by taking over Billboard magazine’s Instagram account. During the takeover, the band shared behind-the-scenes tour footage and live-streamed portions of their concerts.

What I Like About This Instagram Takeover

The takeover was a treat for general music fans as well as fans of the band thanks to the exclusive content and concert performances. The live-streamed concerts from the band’s performances especially created an immersive experience for Billboard followers.

4. MS Association of America

To raise awareness for multiple sclerosis, the MS Association of America had actress Selma Blair take over the association’s Instagram to share her experience with the disease. During the takeover, Blair read an excerpt from her autobiography “Mean Baby: A Memoir of Growing Up” that details how MS has impacted her life.

What I Like About This Instagram Takeover

Having a celebrity living with MS be the guest for the takeover was a great way to raise awareness of the disease. The videos of Blair reading excerpts from her book gave a personal touch that provided insight and stirred emotions from followers.

5. ASOS

Online clothing store ASOS teamed up with Neom Organics by having the organic beauty line company takeover the ASOS Instagram account. This showed ASOS customers that Neom is available at the online retailer and it introduced Neom Organics to a new audience.

What I Like About This Takeover

This is another great example of mutually beneficial takeover for both the guest and host. ASOS showed its range as an online retailer but showing that it sells more than just clothes and accessories — customers can also turn to the company for skincare needs as well.

At the same time, Neom Organics used the opportunity to promote its products, reach new potential leads, and provide information on where its products can be found — at ASOS.

And there you have it — a helpful checklist to launch a successful Instagram takeover and five examples to inspire you. For more ideas on how to drive results for your brand, follow us on Instagram, and download our guide to Instagram for business here.

Has your brand ever hosted an Instagram takeover? Share with us in the comments below.

New Call-to-action

 
New Call-to-action

Categories B2B

16 Common Logical Fallacies and How to Spot Them

Logical fallacies — those logical gaps that invalidate arguments — aren’t always easy to spot.

While some come in the form of loud, glaring inconsistencies, others can easily fly under the radar, sneaking into everyday meetings and conversations undetected.Click here to download our free introductory ebook on marketing psychology.

Our guide on logical fallacies will help you build better arguments and identify logical missteps.

Jump to:

What is a logical fallacy?

Logical fallacies are deceptive or false arguments that may seem stronger than they actually are due to psychological persuasion, but are proven wrong with reasoning and further examination.

These mistakes in reasoning typically consist of an argument and a premise that does not support the conclusion. There are two types of fallacies: formal and informal.

  • Formal: Formal fallacies are arguments that have invalid structure, form, or context errors.
  • Informal: Informal fallacies are arguments that have irrelevant or incorrect premises.

Having an understanding of basic logical fallacies can help you more confidently parse the arguments and claims you participate in and witness on a daily basis — separating fact from sharply dressed fiction.

15 Common Logical Fallacies

1. The Straw Man Fallacy

This fallacy occurs when your opponent over-simplifies or misrepresents your argument (i.e., setting up a “straw man”) to make it easier to attack or refute. Instead of fully addressing your actual argument, speakers relying on this fallacy present a superficially similar — but ultimately not equal — version of your real stance, helping them create the illusion of easily defeating you.

Example:

John: I think we should hire someone to redesign our website.

Lola: You’re saying we should throw our money away on external resources instead of building up our in-house design team? That’s going to hurt our company in the long run.

2. The Bandwagon Fallacy

Just because a significant population of people believe a proposition is true, doesn’t automatically make it true. Popularity alone is not enough to validate an argument, though it’s often used as a standalone justification of validity. Arguments in this style don’t take into account whether or not the population validating the argument is actually qualified to do so, or if contrary evidence exists.

While most of us expect to see bandwagon arguments in advertising (e.g., “three out of four people think X brand toothpaste cleans teeth best”), this fallacy can easily sneak its way into everyday meetings and conversations.

Example:

The majority of people believe advertisers should spend more money on billboards, so billboards are objectively the best form of advertisement.

3. The Appeal to Authority Fallacy

While appeals to authority are by no means always fallacious, they can quickly become dangerous when you rely too heavily on the opinion of a single person — especially if that person is attempting to validate something outside of their expertise.

Getting an authority figure to back your proposition can be a powerful addition to an existing argument, but it can’t be the pillar your entire argument rests on. Just because someone in a position of power believes something to be true, doesn’t make it true.

Example:

Despite the fact that our Q4 numbers are much lower than usual, we should push forward using the same strategy because our CEO Barbara says this is the best approach.

4. The False Dilemma Fallacy

This common fallacy misleads by presenting complex issues in terms of two inherently opposed sides. Instead of acknowledging that most (if not all) issues can be thought of on a spectrum of possibilities and stances, the false dilemma fallacy asserts that there are only two mutually exclusive outcomes.

This fallacy is particularly problematic because it can lend false credence to extreme stances, ignoring opportunities for compromise or chances to re-frame the issue in a new way.

Example:

We can either agree with Barbara’s plan, or just let the project fail. There is no other option.

5. The Hasty Generalization Fallacy

This fallacy occurs when someone draws expansive conclusions based on inadequate or insufficient evidence. In other words, they jump to conclusions about the validity of a proposition with some — but not enough — evidence to back it up, and overlook potential counterarguments.

Example:

Two members of my team have become more engaged employees after taking public speaking classes. That proves we should have mandatory public speaking classes for the whole company to improve employee engagement.

6. The Slothful Induction Fallacy

Slothful induction is the exact inverse of the hasty generalization fallacy above. This fallacy occurs when sufficient logical evidence strongly indicates a particular conclusion is true, but someone fails to acknowledge it, instead attributing the outcome to coincidence or something unrelated entirely.

Example:

Even though every project Brad has managed in the last two years has run way behind schedule, I still think we can chalk it up to unfortunate circumstances, not his project management skills.

7. The Correlation/Causation Fallacy

If two things appear to be correlated, this doesn’t necessarily indicate that one of those things irrefutably caused the other thing. This might seem like an obvious fallacy to spot, but it can be challenging to catch in practice — particularly when you really want to find a correlation between two points of data to prove your point.

Example:

Our blog views were down in April. We also changed the color of our blog header in April. This means that changing the color of the blog header led to fewer views in April.

8. The Anecdotal Evidence Fallacy

In place of logical evidence, this fallacy substitutes examples from someone’s personal experience. Arguments that rely heavily on anecdotal evidence tend to overlook the fact that one (possibly isolated) example can’t stand alone as definitive proof of a greater premise.

Example:

One of our clients doubled their conversions after changing all their landing page text to bright red. Therefore, changing all text to red is a proven way to double conversions.

9. The Texas Sharpshooter Fallacy

This fallacy gets its colorful name from an anecdote about a Texan who fires his gun at a barn wall, and then proceeds to paint a target around the closest cluster of bullet holes. He then points at the bullet-riddled target as evidence of his expert marksmanship.

Speakers who rely on the Texas sharpshooter fallacy tend to cherry-pick data clusters based on a predetermined conclusion. Instead of letting a full spectrum of evidence lead them to a logical conclusion, they find patterns and correlations in support of their goals, and ignore evidence that contradicts them or suggests the clusters weren’t actually statistically significant.

Example:

Lisa sold her first startup to an influential tech company, so she must be a successful entrepreneur. (She ignores the fact that four of her startups have failed since then.)

10. The Middle Ground Fallacy

This fallacy assumes that a compromise between two extreme conflicting points is always true. Arguments of this style ignore the possibility that one or both of the extremes could be completely true or false — rendering any form of compromise between the two invalid as well.

Example:

Lola thinks the best way to improve conversions is to redesign the entire company website, but John is firmly against making any changes to the website. Therefore, the best approach is to redesign some portions of the website.

11. The Burden of Proof Fallacy

If a person claims that X is true, it is their responsibility to provide evidence in support of that assertion. It is invalid to claim that X is true until someone else can prove that X is not true. Similarly, it is also invalid to claim that X is true because it’s impossible to prove that X is false.

In other words, just because there is no evidence presented against something, that doesn’t automatically make that thing true.

Example:

Barbara believes the marketing agency’s office is haunted, since no one has ever proven that it isn’t haunted.

12. The Personal Incredulity Fallacy

If you have difficulty understanding how or why something is true, that doesn’t automatically mean the thing in question is false. A personal or collective lack of understanding isn’t enough to render a claim invalid.

Example:

I don’t understand how redesigning our website resulted in more conversions, so there must have been another factor at play.

13. The “No True Scotsman” Fallacy

Often used to protect assertions that rely on universal generalizations (like “all Marketers love pie”) this fallacy inaccurately deflects counterexamples to a claim by changing the positioning or conditions of the original claim to exclude the counterexample.

In other words, instead of acknowledging that a counterexample to their original claim exists, the speaker amends the terms of the claim. In the example below, when Barabara presents a valid counterexample to John’s claim, John changes the terms of his claim to exclude Barbara’s counterexample.

Example:

John: No marketer would ever put two call-to-actions on a single landing page.

Barbara: Lola, a marketer, actually found great success putting two call-to-actions on a single landing page for our last campaign.

John: Well, no true marketer would put two call-to-actions on a single landing page, so Lola must not be a true marketer.

14. The Ad Hominem Fallacy

An ad hominem fallacy occurs when you attack someone personally rather than using logic to refute their argument. Instead they’ll attack physical appearance, personal traits, or other irrelevant characteristics to criticize the other’s point of view. These attacks can also be leveled at institutions or groups.

logical fallacy examples: Ad Hominem Fallacy

Example:

Barbara: We should review these data sets again just to be sure they’re accurate.

Tim: I figured you would suggest that since you’re a bit slow when it comes to math.

15. The Tu Quoque Fallacy

The tu quoque fallacy (Latin for “you also”) is an invalid attempt to discredit an opponent by answering criticism with criticism — but never actually presenting a counterargument to the original disputed claim.

In the example below, Lola makes a claim. Instead of presenting evidence against Lola’s claim, John levels a claim against Lola. This attack doesn’t actually help John succeed in proving Lola wrong, since he doesn’t address her original claim in any capacity.

Example:

Lola: I don’t think John would be a good fit to manage this project, because he doesn’t have a lot of experience with project management.

John: But you don’t have a lot of experience in project management either!

16. The Fallacy Fallacy

Here’s something vital to keep in mind when sniffing out fallacies: just because someone’s argument relies on a fallacy doesn’t necessarily mean that their claim is inherently untrue.

Making a fallacy-riddled claim doesn’t automatically invalidate the premise of the argument — it just means the argument doesn’t actually validate their premise. In other words, their argument sucks, but they aren’t necessarily wrong.

Example:

John’s argument in favor of redesigning the company website clearly relied heavily on cherry-picked statistics in support of his claim, so Lola decided that redesigning the website must not be a good decision.

Recognize Logical Fallacies

Recognizing logical fallacies when they occur and learning how to combat them will prove useful for navigating disputes in both personal and professional settings. We hope the guide above will help you avoid some of the most common argument pitfals and utilize logic instead.

This article was published in July 2018 and has been updated for comprehensiveness.

Click here to download our free introductory ebook on marketing psychology.

Categories B2B

20 Content Marketing Examples That Stand Out in 2022

Do you remember a time where a piece of content made you a longtime fan of a particular brand or company? Maybe it was a funny YouTube video or a super informative blog post — both of which are content marketing examples.

Content marketing examples include media like newsletters, podcasts, social media posts, and videos. All of these forms of content are meant to provide useful and relevant information that delights users and attracts them to your brand.

To help you use content marketing to your company’s advantage, here are some of my favorite content marketing examples of 2022.

Take HubSpot's free Content Marketing Certification course to learn how to  build a content marketing strategy for your business.

 

1. Spotify Wrapped Playlists

Spotify Wrapped is one of the music streaming app’s most successful content marketing campaigns. Near the end of every year, Spotify users get a fun roundup of all the music they’ve listened to that year. The roundup is broken down into genres, years, artists, and more, and is displayed with brightly colored graphics.

It then creates a personalized playlist of the user’s most listened to songs, and users have the option to share their wrapped playlists on social media — a key element that has made the campaign to trend on social media every year since its inception.

 

2. DuoLingo’s TiKTok

You likely know DuoLingo as the website and app that helps users learn a new language, but the company has generated buzz on TikTok for another reason — the company’s self-proclaimed “unhinged” mascot.

DuoLingo has amassed over 4.5 million followers on TikTok thanks to its consistent stream of content featuring the company’s iconic green owl mascot. Though many of the videos do not mention the company’s products and services, the account’s ability to create funny, trendy content has helped raise brand awareness on the app — something many brands struggle to do.

3. Canva’s Design School

Canva’s Design School provides value to its users by teaching them how to create engaging images with minimal design experience and without complicated software. It also does a great job of showing all the design possibilities Canva has to offer.

4. Hairstylist Theresa Van Dam’s TikTok

Theresa Van Dam is a hairstylist and owner of the Fantastic Sams Salon in Lenox, Illinois. Her TikTok account is famous for her skits that show how she deals with rude customers — all of whom she calls “Karen.”

Her content is often praised for being relatable to anyone who has ever had to deal with unruly customers.

This relatable approach to content works because while TikTok users come to the account for laughs, they are also shown videos of her excellent work as a stylist. Her TikTok now has 4.9 million followers, and Theresa has said often in her videos that she now has so many customers she often requires new ones to book her months in advance.

5. Girl With The Dog’s YouTube Channel

Girl With The Dog’s is a YouTube channel run by a professional pet groomer named Vanessa, owner of Perfect Pooches Dog Grooming in Ontario Canada.

The channel features excellent content marketing by providing entertainment for viewers while also showing off her skills as a groomer — I mean, who doesn’t like to see dramatic huskies screaming at a little blow dryer?

As a result of her content marketing efforts, Vanessa’s channel now has 1.5 million followers — and her clientele has grown to include cats and the occasional pig. She was also able to raise enough money to donate to animal sanctuaries.

6. Crunchyroll Collections

Crunchyroll is a U.S.-based company that licenses, distributes, and streams anime around the world. One of the ways Crunchyroll markets itself online is through YouTube via its Crunchyroll Collections channel. Crunchyroll Collections hosts clips and compilation videos of highly searched moments from popular anime.

This type of content marketing engages viewers, keeps the brand at the top of search results for popular anime, and shows how broad the company’s catalog is — encouraging viewers to subscribe to its streaming service. Notice there is even a button in the channel’s banner that viewers can click to start a 14-day free trial if they want more content.

Crunchyroll is a content marketing exampleImage source

7. Chewy’s YouTube Channel

Chewy is an online retailer of pet products that has found a unique way to promote its different products. Chewy’s YouTube channel is full of advice regarding pets, training, and animal health. It also features educational videos, like “A Day in the Life of a Special Needs Cat Rescue and Sanctuary.”

In most videos, Chewy provides valuable information while tying in their products. For example, in the video “How to Introduce a Dog to a Cat,” the company lists the materials needed to introduce the two animals — showing all the different products they sell.

Furthermore, the description of the video includes a link to a post on the company’s blog that gives more information. The blog post also provides links to where pet owners can buy the materials they need off the official Chewy website. This encourages viewers to visit its website and make purchases.

The BeChewy blog is a content marketing exampleImage source

8. Amazon Prime’s The Anime Club

Anime has become more popular over the years, and many streaming services are cashing in on the trend — including Amazon Prime. But how does Amazon stand out among the stiff competition of Crunchyroll, Netflix, and Hulu? It started by partnering with actress and content creator Cheyenne The Geek to create a web series called The Anime Club.

The Anime Club gives anime recommendations based on genre and tackles different topics often referenced in anime. All the anime Cheyenne references are available to watch on Amazon Prime, encouraging viewers to subscribe to the streaming service.

9. UN Refugee Agency’s “Forced to Flee” Podcast

The UN Refugee Agency’s Webby Award-nominated podcast helps raise awareness for refugees by telling their unique and heart wrenching stories. This form of content marketing is compelling, leaves the audience with a better understanding of a refugee crisis, and shows the importance of agency’s work.

The UN Refugee Agency's podcast "Forced to Flee" is a content marketing exampleImage source

 

10. The Washington Post’s TikTok

The Washington Post’s TiKTok takes a comedic approach to history, news, and politics — appealing to its 1.4 million followers. The account also links to the Washington Post’s website.

@washingtonpost Scorching temperatures have swept across parts of Europe, with many locations in Italy among those setting June or all-time records for heat.
#burnbabyburn
#disco
♬ sonido original – matiasduf

11. Jackson Galaxy’s YouTube Channel

Jackson Galaxy is the former host of Animal Planet’s “My Cat from Hell,” a show that cat owners get along better with their unruly cats. Now, he has a website where he sells cat products and consultations.

To help promote his work and establish himself as an expert, Jackson runs a YouTube channel where he answers common questions regarding cats and cat ownership. In these videos, he provides advice, promotes his book, and showcases the products he has on his website that can help cat owners.

12. You Suck at Cooking

You Suck at Cooking started off as a funny YouTube channel that showed people help to cook simple meals. Years later, the channel is still hilarious but is also used to promote the host’s cookbook. The channel’s dry humor, random skits, and running gags help it stand out from other online self-help cooking resources.

13. Warby Parker’s Email Marketing

One of the many reason’s Warby Parker stands out from other online glasses retailers is its fun and eye-catching (no pun intended) email marketing campaigns. In the example below, Warby Parker welcomes summer vacation with its bright crystal-themed glasses eyewear. The calls to action in the email are easy to spot, the colors are bright and fun, and the company’s social media accounts are clearly presented.

Warby Parker's email marketing is a content marketing example14. Content Marketing Institute’s Click to Tweet

If you make it easy for people to share something interesting with their network, then they’re much more likely to do so. Embedding a “click to tweet” button that automatically shares quotes or statistics from your article is an effective way to do that.

For example, this blog post that I wrote for Content Marketing Institute is the most widely shared guest blog post I’ve ever written:

Click to Tweet is a content marketing example

Months after publication, I still get daily Twitter notifications from people tweeting about this article. And the majority of the tweets come from the “click to tweet” option that Content Marketing Institute offers throughout the post.

If you want to start adding “click to tweet” options throughout your website content, check out this free tool.

15. Digital Olympus’s Expert Roundup

No matter what industry you’re in, there are influencers to whom people look for advice.

Digital Olympus interviewed over 40 digital marketing experts for one of their blog posts, asking each expert to provide their most effective method for acquiring traffic.

What I most like about this blog post is how Digital Olympus organizes the contributions. At the top of the page, there’s a headshot of each expert next to their name. If you want to read a particular expert’s tip, you simply have to click on their headshot and you’ll jump down to their quote.

There’s also an anchor-linked Table of Contents that allows for topic-based searches. This way, readers can jump to the specific sections that are most applicable to them.

Digital Olympus' expert roundup is a content marketing example

16. Colgate’s Research Page

Creating a resource page made up of helpful links on a given topic is an effective way to create helpful content.

If your business has been producing content for a while, then chances are you have clusters of related content to support the topics around which your business wants to build authority.

For example, oral hygiene company Colgate has over 1,200 pieces of content related to their broad topic “gum disease.”

Colgate's research page is an example of content marketing

That’s a lot of content to sift through, which is why Colgate created a resource page made up of specific sections of gum disease-related content, like “What are the Stages of Gum Disease?” or “How to Cure Gingivitis.”

Each section offers:

  • A paragraph of explainer text
  • A bulleted list of details on the sub-topic
  • Links to relevant content on their site

17. Moz’s Topic Clusters

The topic cluster framewor is a highly effective SEO strategy that demonstrates to Google that the content on your website is organized and relevant to searchers. To learn more about this framework, watch the video below.

Some brands have taken this approach to the next level by creating a multi-page masterclass or guide that links together like-themed pillar pages. A pillar page is a website page that covers a topic in-depth and links to a cluster of related content, also known as a cluster. One of my favorite examples of this is Moz’s Beginner’s Guide to Content Marketing.

Moz creatively puts a chapter list at the start of each page that links out to more specific content marketing-themed pages within the topic cluster.

Additionally, using an anchor-linked chapter list is an effective way to connect the cluster together — it provides value to the reader while passing authority through to each pillar page.

18. Mailshakes’ Marketing Automation

Marketing automation is a combination of software and strategy. With marketing automation, businesses can target prospects and customers with automated messages across multiple online and offline channels including email, text, web, and social media. Each message is sent automatically according to a pre-set list of instructions, called workflows.

Marketing automation can be an effective tool to keep your audience engaged with your brand, but it’s important to make sure you’re sending the right messages to the right people at the right time.

Mailshake, an email outreach tool, implemented marketing automation effectively by creating a Cold Email Masterclass to teach people how to make better connections via email outreach. The masterclass is made up of eight comprehensive lessons (i.e. pillar pages).

Mailshake knows that this is a lot of content for people to consume, and visitors won’t likely read it all in one sitting.

To make it easier for people to learn step-by-step, Mailshake repackaged their masterclass into an eight-part email series. In other words, they automated their education to help their audience.

Mailshake's marketing automation is an example of content marketing

Mailshake acquired 5,321 email opt-ins for their cold email masterclass workflow in under one year — proof that, if done well, this could be an incredibly effective strategy.

19. Townsend Security’s Content Offer

One tried-and-true way to convert visitors into leads is by offering something of value in exchange for their contact information (i.e. email address). This “something” is referred to as a content offer.

Content offers include, but are not limited to:

  • Guides
  • Workbooks
  • Templates
  • Webinars

It can take a lot of time to create a valuable content offer from scratch.

One effective way to create a meaningful content offer is to repurpose and repackage pieces of content found on your website. For example, data security company Townsend Security created a pillar page for one of their topics of expertise — encryption key management.

To help convert visitors into leads, Townsend repurposed and repackaged the content on their page into a guide. This allowed people to take the content with them, as opposed to having to search for the pillar page each time they wanted to read about encryption key management.

Townsend Security's content offer is a content marketing example

In the first year of publishing their encryption key management pillar page, 63% of visitors gave their information in exchange for a packaged PDF of the on-page content.

20. Venngage’s Free Product

Your product should be your best marketing. An effective way to provide real value to your prospects is to create a free tool that aligns with your products and/or services.

If you can get a free user hooked on one of your free tools, then you’re giving yourself (and your sales team) the best chance at demonstrating the value of your paid tools, too.

Let’s say, for example, that you’re a writer who needs help with creating visuals for the web content you create. You might consider using Venngage, a company that helps businesses create compelling visuals. In the free version of their platform, users get access to a wide variety of templates for infographics, presentations, brochures, checklists, and so on.

In the future, when your marketing team is considering paid products for design, you’ll have Venngage top-of-mind.

Venngage's free product is a content marketing example

And there you have it — 20 content marketing examples to help get your creative juices flowing. Consider how you can apply one (or several) of these examples to your business to strengthen your content marketing efforts.

We live in a fast-paced digital world. In the time you read this blog post, a new channel, a new tactic, or a new competitor has emerged. The best chance you have at telling your business’s story and growing a pool of engaged prospects and customers is by learning the art of content marketing — and starting to apply it to your business, today.

Start the free Content Marketing Certification course from HubSpot Academy.

Categories B2B

26 Brilliant Marketing Email Campaign Examples [+ Template]

On any given day, most of our email inboxes are flooded with a barrage of automated email newsletters that do little else besides giving us another task to do on our commutes to work — namely, marking them all as unread without reading or unsubscribing altogether.

Download Now: Email Marketing Planning Template 

It may not seem like a good idea to add to all the noise. However, according to Constant Contact, the average ROI for email marketing is $42 for every $1 spent. Needless to say, email is an important component of a marketing strategy, and its success relies largely on how well you craft your email campaigns.

In this post, we’ll explore: 

Let’s get started. 

Email campaigns are an important part of inbound marketing, an ongoing process and philosophy coined by HubSpot where marketers meet buyers in whatever stage of the journey they’re in.

Inbound marketing acknowledges that not everyone is ready to buy from you at this exact moment. That’s why email is such an important channel.

Through email, you’re able to stay top-of-mind by providing communication to their personal inbox, and you can do it at scale with marketing automation software. It’s important that an email campaign’s recipients have opted in to receive this content and that each piece offers something valuable.

Effective Email Marketing Campaigns

An email marketing campaign is as effective as its ultimate goal. Here are some examples of different purposes your email campaign may set out to accomplish:

1. Traffic Generation Email Marketing Campaigns

effective email marketing campaigns: traffic generation

One of the biggest benefits of email marketing? Getting click-throughs to pages on your website. Not only does this boost your referral traffic, but it also drives visitors who’ve already shown an interest in your business, making it more likely that they’ll act once they get to your site.

Overall, email is an effective promotion channel for the high-value content you create on your website. It can help you drive qualified traffic to your product pages, blog posts, and web pages, consequently boosting conversions.

2. Awareness Email Marketing Campaigns

effective email marketing campaigns: awareness

Not everyone who opts into your email list is ready to make a purchasing decision. You can use email marketing to stay top of mind while providing the educational content that is most relevant to them.

Indeed, brand awareness email campaigns help you solve for your readers and also establish yourself as a leader in your industry. If subscribers hear more from you than they do from your competitors, they’re more likely to rely on you when they need more information on a topic — or when they need a certain product.

3. Lead Nurturing Email Marketing Campaigns

effective email marketing campaigns: lead nurturing

As you stay top of mind, you may also consider ways to identify the leads with the highest purchase intent and provide conversion-focused content that “nurtures” them toward a sale (or at least toward becoming sales-ready).

In these emails, you can be more up-front about wanting recipients to buy. You can include shopping-centric calls-to-action, such as “Shop now,” “Buy now,” and “Add to cart.” However, it’s essential for recipients to have shown strong purchase intent. Adding items to their cart or having a purchase history are both strong indicators.

(Tip: You can find out behavioral and purchasing data using your ecommerce tool, CRM, or CMS.)

If you target these emails to casual visitors or first-time subscribers, you may be rushing them and inadvertently discouraging them from buying from you.

4. Revenue Generation Email Marketing Campaigns

effective email marketing campaigns: revenue gen

You can create email marketing campaigns for your existing customers to promote upsell and cross-sell opportunities. You can also create campaigns to capture a sales conversion from leads who are close to a purchasing decision.

One example might be creating “abandon cart” campaigns for recovering lost sales conversions; or, like in the example above, promoting a flash sale to get users to upgrade. These types of campaigns are best reserved for subscribers at the bottom of the conversion funnel. In other words, they have shown unquestionable purchase intent by either visiting a checkout page or booking a call with your sales team.

Effective email marketing campaigns need to be cleverly written to attract attention in busy inboxes, but the options are endless. Check out these 10 email marketing tips in 60 seconds:

Now that you know the most effective campaigns you can create, grab some inspiration from the masterful email marketing campaigns below.

Best Email Marketing Campaign Examples

If you’re reading this, you probably have an email address (or two, or three …). In fact, you’ve probably been sending and receiving emails for years, and you’ve definitely received some questionable deliveries in your inbox.

Whether they were unexpected, uninformative, or had a subject line tHaT wAs fOrmAtTeD liKe tHiS, we bet you didn’t hesitate to direct them towards the trash, right?

While email has managed to stand the test of time, many marketers have failed to update their strategies since its inception. So to ensure you’re sending modern emails that warrant some of your recipients’ precious time and attention, we’ve compiled a list of effective email examples to inspire your next campaign.

1. ModCloth

Marketing Campaign: Email Preferences

Great companies are always evolving, and your customers expect to experience change. What they don’t expect (because too many companies haven’t lived up to this end of the bargain) is to be told about those changes.

That said, this email from ModCloth serves as a refreshing change of pace. If you’re going to change the way you communicate with a lead or customer, give them clear, fair warning so, if they aren’t on board, they can make the necessary adjustments to keep their inbox clean.

Why It Works

It sets expectations for communication moving forward so that the buyer persona can choose what’s best for them.

Email Marketing Campaign Example: Modcloth - "We're making changes to our email program!"

2. Tory Burch

Marketing Campaign: Promotion

Did you see that? Did you see it move? Pretty cool, right? This small bit of animation helps to separate this email from Tory Burch from all of the immobile emails in their recipient’s inboxes. They also leverage exclusivity by framing the promotion as a “private” sale. Oftentimes, this type of positioning makes the recipient feel like they’re specially chosen, which encourages them to take advantage of the special opportunity they’ve been presented with.

Why It Works

Emails can get static, boring, and impersonal. This email subverts those expectations without going overboard.

Email Marketing Campaign Example: Tory Burch - Private Sale Invitation

3. RunKeeper

Marketing Campaign: Re-Engagement Campaign

RunKeeper makes an effort to reengage lost users with this friendly, informational email. By highlighting their app’s most recent changes and benefits, the copy works to entice recipients to give the app another chance. It also discusses benefits that the recipient may not know about since the last time they used the service.

Why It Works

Small inclusions like the “Hi friend” greeting and the “You rock” closing makes the content feel welcoming and less aggressive.

Email Marketing Campaign Example: RunKeeper - "RunKeeper Elite is looking pretty fresh these days and we'd love for you to give it another try!"

4. Litmus

Marketing Campaign: Promotion

Here’s another great example of animation being used to create a more interesting email marketing design. Unlike static text, the swipe motion used to provide recipients with a look “under the hood” of their email tool is eye-catching and encourages you to take a deeper dive into the rest of the content. Not to mention the header does an excellent job of explicitly stating what this email is about.

Why It Works

The animation is subtle, and it’s executed in a way that serves to enhance the email’s body copy. Even better, it works well with the design of the email, creating a matching but contrasting focal point before the reader dives into the rest of the copy below.

Email M arketing Campaign Example: Litmus - "Tried in vain to see how that responsive design works under the hood?"

5. Loft

Marketing Campaign: Email Preferences

This email from Loft aims to demonstrate their understanding of your crazy, mixed-value inbox. In an effort to provide you with emails that you actually want to open, Loft asks that their recipients update their preferences to help them deliver a more personalized experience. This customer-focused email is super effective in making the recipient feel like their likes, dislikes, and opinions actually matter.

Why It Works

It centers the recipient’s needs with the slogan “Happy Inbox, Happy Life.” Paired with a low-friction CTA, the copy is simple and effective.

Email Marketing Campaign Example: Loft - "Happy Inbox, Happy Life"

6. UncommonGoods

Marketing Campaign: Promotion

You’ve heard it a million times (and a few thousand of those times may have been from us): You should create a sense of urgency with your calls-to-action. That’s what makes a lead take action, right? Well, this email from UncommonGoods succeeds in creating a sense of urgency by focusing on the value of acting now.

Why It Works

Instead of saying, “Order your Mother’s Day gift NOW before Preferred Shipping ends!”, this email asks, “Don’t you think Mom would’ve liked a faster delivery?” Why yes, she would. Thank you for reminding me before it’s too late — I don’t want to be in the dog house because my gift arrived after Mother’s Day.

Email Marketing Campaign Example: Uncommon Goods - "Don't you think Mom would've liked a faster delivery?"

7. JetBlue

Marketing Campaign: Customer Delight

Confession: We have a serious email marketing crush on JetBlue. And they continue to deliver their lovable marketing in this cheeky email campaign that aims to humorously reengage customers. Every element from the header, to the three witty points, to the actionable, contrasting CTA work together to create a lovable campaign that’s promotional without being pushy.

Why It Works

This copy is bursting with friendly personality and airline jokes. The email is relatable and reads as though it comes from a friend, which will help earn a positive reaction.

Email Marketing Campaign Example: JetBlue - "It's our one year anniversary"

8. Harpoon Brewery

Marketing Campaign: Customer Delight

My friends at Harpoon are so thoughtful, aren’t they? This simple, timely email really does feel like it’s coming from a friend, which is why it’s so effective. In an age of email automation, it’s easy for email campaigns to feel a little robotic. And while I’m certain that this email was, in fact, automated, it feels really human.

If you’re looking to strengthen the relationship you have with your existing customers, consider taking the time to set up a quick email like this to let them know you’re thinking of them.

Why It Works

Personalization: From the timing of the email (birthday) to the personalized salutation, this email was sent to the right person at the right time.

Email Marketing Campaign Example: Harpoon Brewery - "Happy Birthday Carly!"

9. Rip Curl

Marketing Campaign: Promotion

“JOIN THE REVOLUTION.”

That’s quite powerful, wouldn’t you agree? Rip Curl, an Australian surfing sportswear retailer, combines urgency and our psychological need to be part of something to create an email headline that jumps off the page. This positioning is designed to lead people to believe that there’s a “revolution” taking place and it’s their turn to get in on the action.

Why It Works

At the end of the day, people want to be part of something that’s bigger than themselves, and this email aims to motivate them to do so by purchasing this sleek watch.

Email Marketing Campaign Example: Ripcurl - "Join the revolution"

10. J.Crew Factory

Marketing Campaign: Promotion

For many of us, when it comes to wrapping gifts, the struggle is real. J.Crew Factory recognized this problem and then created this email to serve as a solution for those incapable of pulling off a Pinterest-esque wrap job: gift cards. The email offers up two different ways to pick up a gift card — in store or online — in an effort to avoid excluding anyone.

They’ve also included a map of the nearest store location at the end of the email to lower the purchasing barrier even further.

Why It Works

It combines humor with a low-stress, low-friction solution.

Email Marketing Campaign Example: J.Crew Factory - "If your wrapping looks like this, you may want to get them a giftcard"

11. charity: water

Marketing Campaign: Engagement

When people talk about email marketing, lots of them forget to mention transactional emails. These are the automated emails you get in your inbox after taking a certain action on a website. This could be anything from filling out a form to purchasing a product to updating you on the progress of your order. Often, these are plain text emails that marketers set and forget.

Well, charity: water took an alternate route. Once someone donates to a charity: water project, her money takes a long journey. Most charities don’t tell you about that journey at all — charity: water uses automated emails to show donors how their money is making an impact over time. With the project timeline and accompanying table, you don’t even really need to read the email — you know immediately where you are in the whole process so you can move onto other things in your inbox.

Why It Works

It keeps the audience engaged and shows the impact that their actions have made on the organization in the effort of staying top-of-mind and increasing future participation.

Email Marketing Campaign Example: charity.water - "Progress Update"

12. Brooks Sports

Marketing Campaign: Engagement

When Desiree Linden won the 2018 Boston Marathon, she became the first American woman to win the race in more than 30 years. To her shoe and apparel sponsor, Brooks Sports, it was an opportunity to celebrate their long partnership together. The resulting email campaign focuses almost entirely on the Olympic marathoner’s amazing accomplishment.

Email campaigns like this one allow companies to demonstrate their loyalties and add value to the products their best users have chosen. Not pictured is a blue CTA button at the bottom of the email that reads, “See Desiree’s go-to gear.” What better products to call attention to than the stuff worn by America’s latest legend?

Why It Works

After Desiree’s victory, everyone knew her name. Brooks Sports struck while the iron was hot with a proud email that was sure to be opened and forwarded.

Email Marketing Campaign Example: Brooks Sports - "Boston 2018 - One for the History Books"

13. Uber

Marketing Campaign: Engagement

The beauty of Uber’s emails is in their simplicity. Email subscribers are alerted to deals and promotions with emails like the one you see below. We love how brief the initial description is, paired with a very clear CTA — perfect for subscribers who are quickly skimming the email.

For the people who want to learn more, these are followed by a more detailed (but still pleasingly simple), step-by-step explanation of how the deal works.

We also love how consistent the design of Uber’s emails is with its brand. Like its app, website, social media photos, and other parts of the visual branding, the emails are represented by bright colors and geometric patterns.

Why It Works

All of its communications and marketing assets tell the brand’s story — and brand consistency is one tactic Uber’s nailed in order to gain brand loyalty.

Email Marketing Campaign Example: Uber - "Connect your calendar, streamline your schedule"

14. TheSkimm

Marketing Campaign: Customer Delight

We love TheSkimm’s daily newsletter — especially its clean design and its short, punchy paragraphs. But newsletters aren’t TheSkimm’s only strength when it comes to email. Check out its subscriber engagement email below, which rewarded one of their subscribers for being subscribed for two years.

Emails triggered by milestones, like anniversaries and birthdays, are fun to get — who doesn’t like to celebrate a special occasion? The beauty of anniversary emails, in particular, is that they don’t require subscribers to input any extra data, and they can work for a variety of senders. Plus, the timeframe can be modified based on the business model.

Why It Works

The folks at TheSkimm took it a step further by asking Mineo if she’d like to earn the title of brand ambassador as a loyal subscriber — which would require her to share the link with ten friends, of course.

Email Marketing Campaign Example: TheSkimm - "Happy Skimmversary"

15. Mom and Dad Money

Marketing Campaign: Questionnaire

Think you know all about the people who are reading your marketing emails? How much of what you “know” about them is based on assumptions? The strongest buyer personas are based on insights you gather from your actual readership, through surveys, interviews, and so on — in addition to the market research.

That’s exactly what Matt Becker of Mom and Dad Money does — and he does it very, very well.

Here’s an example of an email I once received from this brand. Design-wise, it’s nothing special — but that’s the point. It reads just like an email from a friend or colleague asking for a quick favor.

Why It Works

Not only was this initial email great, but his response to my answers was even better: Within a few days of responding to the questionnaire, I received a long and detailed personal email from Matt thanking me for filling out the questionnaire and offering a ton of helpful advice and links to resources specifically catered to my answers. I was very impressed by his business acumen, communication skills, and obvious dedication to his readers.

Email Marketing Campaign Example: Mom and Dad Money - "can you help me real quick?"

16. Birchbox

Marketing Campaign: Promotion

The subject line of this email from beauty product subscription service Birchbox got my colleague Pam Vaughan clicking. It read: “We Forgot Something in Your February Box!” Of course, if you read the email copy below, Birchbox didn’t actually forget to put that discount code in her box — but it was certainly a clever way to get her attention.

As it turned out, the discount code was actually a bonus promo for Rent the Runway, a dress rental company that likely fits the interest profile of most Birchbox customers — which certainly didn’t disappoint. That’s a great co-marketing partnership right there.

Why It Works

It gained her attention and delivered some unexpected delight.

Email Marketing Campaign Example: Birchbox - "Oops!"

17. Postmates

Marketing Campaign: Promotion

I have to say, I’m a sucker for GIFs. They’re easy to consume, they catch your eye, and they have an emotional impact — like the fun GIF in one of Postmates’ emails that’s not only delightful to watch, but also makes you crave some delicious Chipotle.

You, too, can use animated GIFs in your marketing to show a fun header, draw people’s eyes to a certain part of the email, or display your products and services in action.

Why It Works

It centers the product in a fun, attractive way.

Email Campaign Example: Animated Nachos Gif

Email Campaign Example: Postmates - "What do you call a tortilla chip that works out? A macho nacho."

18. Dropbox

Marketing Campaign: Re-Engagement

You might think it’d be hard to love an email from a company whose product you haven’t been using. But Dropbox found a way to make its “come back to us!” email cute and funny, thanks to a pair of whimsical cartoons and an emoticon.

Plus, the email was kept short and sweet, to emphasize the message that Dropox didn’t want to intrude — it just wants to remind the recipient that the brand exists, and why it could be helpful. When sending these types of email, you might include an incentive for recipients to come back to using your service, like a limited-time coupon.

Why It Works

It uses the Dropbox logo in a way that’s creative and unique to demonstrate their product as a solution.

Email Campaign Example: Dropbox - "Recently your Dropbox has been feeling kind of lonely"

19. InVision App

Marketing Campaign: Newsletter

Every week, the folks at InVision send a roundup of their best blog content, their favorite design links from the week, and a new opportunity to win a free t-shirt. (Seriously. They give away a new design every week.) They also sometimes have fun survey questions where they crowdsource for their blog. This week’s, for example, asked subscribers what they would do if the internet didn’t exist.

Why It Works

Not only is InVision’s newsletter a great mix of content, but I also love the nice balance between images and text, making it really easy to read and mobile-friendly — which is especially important, because its newsletters are so long (below is just an excerpt). We like the clever copy on the call-to-action (CTA) buttons, too.

Email Marketing Campaign Example: Invision - "Designing with your developer in mind"

20. Cook Smarts

Marketing Campaign: Newsletter

I’ve been a huge fan of Cook Smarts’ “Weekly Eats” newsletter for a while. The company sends yummy recipes in the form of a meal plan to my inbox every week. But I didn’t just include it because of its delicious recipes — I’m truly a fan of its emails.

I especially love the layout of Cook Smarts’ emails: Each message features three distinct sections: one for the menu, one for kitchen how-to’s, and one for the tips. That means you don’t have to go hunting to find the most interesting part of its blog posts — you know exactly where to look after an email or two.

I also love Cook Smarts’ “Forward to a Friend” CTA in the top-right of the email.

Why It Works

Emails are super shareable over — you guessed it — email, so you should also think about reminding your subscribers to forward your emails to friends, family, or coworkers.

Email Marketing Campaign Example: Cook Smarts - "Weekly Eats"

21. HireVue

Marketing Campaign: Email Preferences

“Saying goodbye is never easy to do… So, we thought we’d give you a chance to rethink things.” That was the subject of this automated unsubscribe email from HireVue. We love the simple, guilt-free messaging here, from the funny header images to the great CTA button copy.

Not only are the design and copy here top-notch, but we applaud the folks at HireVue for sending automated unsubscribe emails in the first place. It’s smart to purge your subscriber lists of folks who aren’t opening your email lists, because low open rates can seriously hurt email deliverability.

Why It Works

The button copy is a pattern interrupt that will prompt the recipient to pause and think if they want to take the action.

Email Marketing Campaign Example: Hirevue - "Don't Let Me Go"

22. Paperless Post

Marketing Campaign: Promotion

When you think of “holiday email marketing,” your mind might jump straight to Christmas, but there are other holidays sprinkled throughout the rest of the year that you can create campaigns around. (Download these email marketing planning templates to keep yourself organized throughout the year.)

Take the email below from Paperless Post, for example. I love the header of this email: It provides a clear CTA that includes a sense of urgency. Then, the subheader asks a question that forces recipients to think to themselves, “Wait, when is Mother’s Day again? Did I buy Mom a card?”

Below this copy, the simple grid design is both easy to scan and quite visually appealing. Each card picture is a CTA in and of itself — click on any one of them, and you’ll be taken to a purchase page.

Why It Works

It earns a positive sentiment by prompting the recipient to do something they may have forgotten (send a card). This provides a solution and saves the recipient the pain of feeling guilty about forgetting Mother’s Day.

Email Marketing Campaign Example: Paperless Post - "You didn't forget Mother's Day, did you?"

23. Stitcher

Marketing Campaign: Engagement

I love on-demand podcast/radio show app Stitcher’s “Recommended For You” emails. I tend to listen to episodes from the same podcast instead of branching out to new ones. But Stitcher wants me to discover (and subscribe to) all the other awesome content it has — and I probably wouldn’t without this encouragement.

I think this email also makes quite a brilliant use of responsive design. The colors are bright, and it’s not too hard to scroll and click — notice the CTAs are large enough for me to hit with my thumbs. Also, the mobile email actually has features that make sense for recipients who are on their mobile device. Check out the CTA at the bottom of the email, for example: The “Open Stitcher Radio” button prompts the app to open on your phone.

Why It Works

As humans, we tend to crave personalized experiences. So when emails appear to be created especially for you, you feel special — you’re not just getting what everyone else is getting. You might even feel like the company sending you the email knows you in some way, and that it cares about your preferences and making you happy.

Email Marketing Campaign Example: Stitcher - "Recommended for you"

24. RCN

Marketing Campaign: Update

Internet providers and bad weather are natural enemies. You’d think telecommunications companies wouldn’t want to call attention to storm-induced power outages — the one thing that sets off customers’ impatience. Then, there’s RCN.

RCN, a cable and wireless internet service, turned this email marketing campaign into a weather forecast just for its customers. This “storm update” got the company out ahead of an event that threatened its service, while allowing its users to get the weather updates they need right from the company they count on for Wi-Fi.

As you can see below, the email even advises personal safety — a nice touch of care to go with the promise of responsive service. At the bottom of the email, RCN also took the opportunity to highlight its social media channels, which the company appropriately uses to keep users informed of network outages.

Why It Works

It simply offers an update. No promoting, no selling. The recipient’s best interests are in mind, and they’re setting expectations for something that they may imminently care about.

Email Marketing Example: RCN - "RCN is preparing for winter storm Quinn"

25. Trulia

Marketing Campaign: Newsletter

I’m a huge advocate of thought leadership. To me, some of the best companies gain customer loyalty by becoming the go-to source for expertise on a given topic. Trulia — a property search engine for buyers, sellers, and renters — is that expert in the real estate biz. How do I know? Just read their emails, much like the one below.

“Why aren’t millennials moving?” The subject line of this email campaign reads before citing interesting data about relocation trends in the U.S. Trulia doesn’t benefit from people who choose not to move, but the company does benefit from having its fingers on the pulse of the industry — and showing it cares which way the real estate winds are blowing.

Why It Works

It opens a loop by posing a question that the recipient needs to take action to get the answer to.

Email Marketing Campaign Example: Trulia - "Younger Americans Aren't Moving Like They Used To - What's Changed?"

26. RedBubble

Marketing Campaign: Promotion

This email marketing campaign crushes it, and for so many reasons.

Not only is the design below super eye-catching — without looking cluttered — but the artwork is user-made. RedBubble sells merchandise featuring designs from artists all over the world. This presents a golden opportunity to feature popular submissions across the RedBubble community.

The example below showcases artwork from “Letter Shoppe,” and when that artist sees RedBubble featuring her content, she’s more likely to forward it to friends and colleagues.

In addition to linking to Letter Shoppe’s designs (available on merchandise that is ultimately sold by RedBubble), the email campaign includes an endearing quote by the Featured Artist: “Never compromise on your values, and only do work you want to get more of.” RedBubble’s customers are likely to agree — and open other emails in this campaign for more inspiring quotes.

Why It Works

The email lets the items speak for themselves, showcasing them as art rather than products.

Email Marketing Campaign Example: RedBubble - "Featured Artist: Letter Shoppe"

These are just some of our favorite emails. Don’t just follow best practices when it comes to your marketing emails. Every email you send from your work email address also can be optimized to convert with a little planning.

Want a quick refresher on how to master marketing email? Check out this helpful video:

 

Now that we’ve reviewed great examples, let’s get into how to create an effective email marketing campaign of your own.

1. Use an email planning template.

Email Planning Template in Excel

Download This Planning Template

It’s imperative to make a plan before you start emailing your entire customer database. That’s why HubSpot created this free email planning template to help you iron out who you’re emailing, who you’re suppressing from your contact list, and what the email’s message is. Download the template now to get your email campaign planning organized.

2. Identify your goal for the campaign.

Figure out the outcome that you want:

  • Is it to clean up your list?
  • Promote a new product?
  • Follow-up from an abandoned cart event?
  • Stay top of mind with your audience?

Different email campaigns will have different outcomes, requiring different tactics to get there. Once you determine the purpose of your campaign, you can then create the targets you want to hit. Include specific metrics in your goal so that you can determine if your campaign was a success based on quantitative data.

3. Understand who you’re emailing.

Have you ever heard the saying from Meredith Hill, “When you speak to everyone, you speak to no one”? What Hill is getting at here is that if you’re watering down your message to apply to your entire audience, you’re leaving opportunity on the table — opportunity for creating high-value, specific, relevant content that speaks directly to the recipient.

With this in mind, the key to a great email marketing campaign is identifying your audience and using email segmentation to ensure you’re delivering to the right people at the right time. If you can accomplish this and build it into your strategy, you can get more creative and specific with your messaging.

4. Put yourself in the shoes of the buyer persona.

After you’ve identified the outcome and the goals you want to hit, you now need to strategize how to provide value to your buyer persona so that they convert, engage, or take the action you want them to take. Some things to ask yourself might include:

  • How did they subscribe in the first place?
  • What matters to them?
  • What can I provide that will engage and delight them?

5. Build a targeted list and define enrollment criteria.

You know who you’re targeting and what you want them to do. From there, you must build the segment. Thinking about your buyer persona, what properties do they all have in common? How does your CRM describe those properties?

Your software is smart, but it’s not smart enough to automatically know which recipients you’re sending to. Will the recipients receive the emails at the same time, or is there certain criteria they have to meet before they are enrolled in the sequence or campaign?

6. Determine the timeline you want the campaign to run.

You may be running a seasonal campaign that only requires one or two emails, or you might be building a long-term top-of-mind nurturing campaign. Tailor the length of your email sequence to the length of the buying cycle and stage the persona is at in the buyer’s journey. In other words, deliver the right message at the right time.

7. Plan your emails and follow-ups.

Once you know who you’re emailing and why, it’s time to strategize how to move them from A (where they are) to B (where you want them to be, the goal of the campaign).

Over the course of the campaign’s timeline, you may want multiple touchpoints. You may also even consider follow-ups based on the actions that each recipient takes. Plan these emails out, outlining the core message and take-away for each email.

Keep in mind that you can’t expect a single email to do everything. Your email campaign can be made up of multiple emails, so consider taking your email recipients on a journey with each email serving a single purpose. This will increase the odds of each email being successful in its role toward reaching your goal.

For example, if you’re doing a lead nurturing campaign, you might have a few educational emails to take them from the awareness stage to the consideration stage before providing more conversion-focused content.

The longer the buying process and sales cycle, the more emails you’ll need.

8. Write click-worthy subject lines.

The subject line is the gate keeper of the rest of your email. Your buyer persona will not be exposed to your content unless they first click the subject line. With that in mind, use this precious real estate for copy that compels them to read further. You can do that by:

  • Piquing their interest
  • Promising value
  • Opening a loop (that will be closed in the body of the email)
  • Using your unique voice to start the conversation
  • Using personalization

9. Write copy that’s suited for them.

Once you know the purpose of each email you’re sending and you have the subject lines, you can write the copy that will engage your list. Consider where your audience is in their buying journey and provide the type of content that they’ll find useful. For example, it doesn’t make sense to promote products if you’re emailing a segment of subscribers who are largely in the awareness stage of the buying journey.

10. Create your brand assets.

Few people want to read an email that simply gives them a wall of text. Visuals help your recipients quickly understand the point of the email. In fact, intentional and well-placed imagery can increase click-through rates, so put thought into not just what you want to say but how you want to say it, using visuals to support your message.

11. Put it all together with a comprehensive email builder.

Once you’ve written the copy for your emails, you’ll want to build them out in the email software client you’re intending to use.

There are several options depending on your needs, including HubSpot, MailChimp, Pabbly Email Marketing and Constant Contact.

With a comprehensive email builder, you can create, optimize, and personalize your own email campaigns without needing any technical or graphic design experience.

12. Include clear calls to action.

Remember, if you’re taking up your audience’s time — and inbox space — with another email, your message must have a point to it. Consider what you want your email recipients to take away from the email.

In most cases, you’ll want to add a call-to-action (CTA) for them to take further action.

Don’t confuse your email contacts by providing too many options. For each email you send, there should be a single action that you want the reader to take. Then, instruct them to take that action and set expectations for what will happen when they do.

Your goal behind the CTA may vary depending on the audience’s buyer’s journey stage and what you want to accomplish with your email campaign. For example, you may simply want to engage them further with another piece of content, or you might want to get them to make a purchase.

Regardless of what it is, you should follow CTA best practices such as making the ask with clear language and emphasizing it with contrasting design elements.

13. Include personalization elements.

Consider the experience. Do your email recipients want to feel like one among hundreds of other people in your database? Or do they want a personalized experience as though you’re talking directly with them?

Automation helps save time, but it should never be at the cost of the experience. Marketing emails need to be personalized to the reader and contain information that is relevant to them.

At the very least, swap out the “Dear Sir/Madam” in favor of their name using personalization tokens.

14. Always provide a way for them to opt out.

People who don’t want to read your emails don’t belong on your list. Keeping them only skews your open rates down and increases the number of people marketing your emails as spam. Besides, according to CAN-SPAM guidelines, you should always provide a way for them to opt out of email if they no longer want to receive communications from you. Typically, this opt-out link lives in the footer of each email you send.

15. Test your emails and make sure they work on all devices.

Once your emails are built out, check them over before hitting the send button. Effective email marketing campaigns are designed for all devices on which users can read their emails — desktop, tablet, and mobile. Consider sending them as a test to a colleague and checking them across multiple devices and email clients.

16. Monitor your metrics.

As the campaign runs, take notes. Are your open rates and click rates what you expected? What went well vs. not well? Are you on track to hitting your goals with the campaign?

The more you pay attention to the data, the more you can understand what’s working and what’s not for your audience, leading to more effective campaigns in the future.

Your Turn to Create Effective Email Marketing Campaigns

Email marketing is a fantastic way to nurture leads, engage subscribers, and retain customers. The examples we shared above will help you brainstorm winning campaigns that drive sales and offer a high ROI. But to make the most out of your efforts, you should use a planning template to organize all of your campaigns in one place.

Editor’s note: This post was originally published in October 2013 and has been updated for comprehensiveness.

New Call-to-action

Categories B2B

23 Stats We Gained from Surveying Marketing Leaders [New Data]

A recent HubSpot Blog survey asked 1,067 global marketing professionals working in B2B and B2C companies about the top marketing trends they leverage, the strategies they use, and the challenges they face.

In this post, we’ll discuss the insight we gathered from director+ level marketers about their companies marketing strategies and what they will look like in 2022. Read on to learn:

→ Click here to download leadership lessons from HubSpot founder, Dharmesh  Shah [Free Guide].

Trends Marketing Leaders are Following

1. The top trends marketing leaders follow are short-form video, experiential marketing, and influencer marketing.

top trends marketing leaders are following in 20222. The trends marketing leaders follow that have the highest ROI are influencer marketing, short-form video content, and permanent social media content.

3. The trends marketing leaders companies invest the most in are short-form video content, inbound marketing, and social responsibility.

4. Marketing leaders say they’ll increase their investments in content marketing, social media marketing, and influencer marketing.

5. Influencer marketing is the most effective trend that director+ marketers companies leverage.

Marketing Strategies Marketing Leaders Use

1. The primary marketing strategies director+ level marketers say their companies use are social media marketing, content marketing, and co-marketing.

marketing leadership stats: primary marketing strategies

2. The most popular media formats in director+ level marketers’ content strategies are videos, infographics, and blogs.

3. The top platforms director+ level marketers companies post video content on are Facebook, YouTube, Instagram, and TikTok.

4. 48% of director level+ marketers say their primary goal when running marketing campaigns in 2022 is increasing brand awareness, followed by increasing engagement and increasing revenue.

marketing leadership stats: marketing campaign goals

5. 41% of director+ level marketers companies leverage social media, making it the top leveraged channel with the highest ROI.

6. 51% of director+ level marketers say their marketing budgets will increase in 2022.

marketing leadership stats: marketing leadership budgets

7. The top leveraged social media marketing strategies are short-form video, influencer marketing, and engaging with audiences in comment threads. Short-form video is the most effective and has the highest ROI.

8. 82% of director + level marketers use automation in their marketing role, and the strategies they leverage are chatbots, content automation, and task management.

9. YouTube is the most popular social media platform leveraged by director+ level marketers companies, followed by Instagram and Facebook.

marketing leadership stats: top leveraged social media platform

10. 83% of director+ level marketers personally use content marketing in their roles, making it the top leveraged channel. Social media and email marketing are the second and third most used.

marketing leadership stats: marketing leader strategies

11. Director level + marketers day the top email marketing strategy their companies leverage is mobile-friendly emails.

12. Director+ level marketers say the marketing roles that will take top priority in 2022 are Content Marketing Manager, Content Strategist, and Creative Assistant.

Challenges Marketing Leaders Face

1. Director+ level marketers say the biggest challenges they face on social media are creating engaging content (26%), reaching target audiences (25%), and tying social activities to business outcomes (25%).

marketing leader stats: biggest social media challenges

2. Director + level marketers say the biggest challenges they face with content marketing are improving SEO performance, creating content that receives high levels of online engagement, and creating content that generates leads.

3. Staying up-to-date on search engine algorithm updates and building domain authority are the top challenges director level + marketers face with SEO.

4. The five biggest challenges director + level marketers face in their roles are training their teams, measuring the ROI of marketing activities, getting sales-marketing alignment, and growing a global audience.

marketing leadership stats: marketing leadership challenges

5. Director+ level marketers say the biggest email marketing challenges are measuring ROI, increasing engagement, and emails getting sent to spam.

6. Ensuring a good candidate experience, finding candidates with the right skillset, and attracting diverse candidates are the top challenges director+ level marketers face with hiring candidates.

marketing leadership stats: biggest hiring challenge

New Call-to-action

Categories B2B

How to Bypass the Toughest Email Spam Filters [Infographic Checklist]

Email is undoubtedly one of the most powerful opportunities for engaging with your leads and customers, and increasing sales. 

In fact, email generates $42 for every $1 spent, which is an astounding 4,200% ROI — making it an incredibly effective tool for generating revenue. 

But nowadays, our consumers are overloaded with emails and often suffer from email fatigue, leading them to delete or ignore most emails they receive. Worse still, that’s if they even receive your email in the first place.

Download Now: Email Marketing Planning Template 

Fortunately, the folks at TinyMCE, a rich-text editor often used to craft emails, put together this handy checklist with HubSpot to help you get past the toughest spam filters … and then engage your audiences once you’re through.

Take a look, or click here to see TinyMCE’s full, immersive page focused on bypassing email spam filters. 

TinyMCE Spam Filter Checklist

New Call-to-action

Categories B2B

The Top Shopping Trends of 2022 & Beyond [State of Consumer Trends Data]

Shopping habits have drastically changed over the past few years.

For instance, while most of us previously browsed retail stores on a Saturday to find great deals, we now turn to Instagram to find discounts offered by influencers.

And rather than watching TV ads to find out about new products, nowadays, most of us stumble across ads in between YouTube videos.

Here, we’ll explore the shopping trends of 2022 to ensure you’re able to meet customers where and when they’d prefer to shop. Plus, we’ll uncover the shopping differences between generations. Let’s dive in. 

Download Now: Ecommerce Marketing Plan Template

The Top Shopping Trends of 2022 

1. Influencer recommendations matter more than recommendations from friends and family.

Influencer marketing has proven an incredibly effective strategy for brands over the past few years — in fact, as of 2021, almost 60% of marketers said influencer marketing was the most effective marketing trend, ahead of SEO, experiential marketing, and short-form video content.

And in 2022, 30% of consumers now report influencer recommendations are one of the most important factors in their purchasing decisions, compared to 27% for recommendations from friends or family.

In many ways, this makes sense: Influencers are traditionally considered experts in their niche. If I follow a makeup influencer, it’s safe to assume he or she knows more about makeup than most of my friends.

For e-commerce businesses, this is powerful news: It means you no longer need to rely on word-of-mouth alone. Instead, it’s wise to focus your efforts on influencer marketing, since influencers have demonstrated a level of influence over their audiences that surpasses even that of friends and family.

2. Gen Zers prefer to discover new products via social media — but they still like to make purchases in-store.

Our State of Consumer Trends Survey found Gen Zers (ages 18-24) most often discover new products on social media (71%), followed by YouTube ads (56%), ads on music streaming services (55%), and internet searches (50%).

If your e-commerce business is targeting Gen Zers, then, it’s vital you focus your efforts on social media rather than paid ads when it comes to attracting new leads to your products and educating those leads on your products.

Additionally, when asked which content formats Gen Zers prefer for learning about a product and its features on social media, roughly 50% said they’d like to learn about a product through a story post. This is followed by short-form video (42%), and then a feed post (42%).

However, 73% of people (and 55% of Gen Zers in particular) say they’d still prefer to purchase a product in-store. This is an important call-out: While you’ll want to focus on social media for your lead generation efforts, it’s still vital to have a strong, effective in-store shopping option for those who would like to make the final sale in person.

3. When it comes to millennials and Gen X, retail stores and searching the internet are two popular options for discovering new products.

Similar to Gen Zers, the most popular method among millennial buyers for discovering new products is social media (51%).

However, in a close second for millennials is searching the internet (50%) — which means, if you’re targeting a millennial demographic, you might want to consider leveraging paid ads and a strong SEO strategy for getting your products in front of your target audience.

And if your target audience is Gen X (35-54 year olds), retail stores are the most popular option for discovering new products, so you’ll want to invest time and resources in partnerships with brick-and-mortar retailers to ensure your products are at plenty of physical locations.

Plus, similar to millennials, 39% of Gen X buyers also search the internet for new products, so SEO is another good option here.

4. Millennials and Gen Xers prefer to discover new products on social media through ads or sponsored content — while Gen Zers prefer discovering new products on social media through short-form videos.

Depending on your target demographic, you’ll want to vary the type of content you create for social media when it comes to attracting new audiences to your products.

For instance, if you’re aiming to attract Gen Zers, you’ll want to consider short-form video like TikTok or Instagram Reels, since 41% report short-form video as their preferred medium for discovering new products.

If you’re instead looking to reach millennials or Gen Xers, you’ll want to think about leveraging ads or sponsored content, since 44% mark that option as their favorite.

5. Mobile phones are the most popular device for online shopping.

When shopping online, roughly 75% of consumers prefer using their mobile devices, compared to 15% that prefer desktop and 6% that prefer tablet.

This means as an e-commerce business it’s critical your website is mobile-optimized, and you have mobile-responsive product pages.

If I’m scrolling a company’s products and I find it’s too difficult or cumbersome on my phone, I typically ditch the website – and don’t return. So it’s vital you ensure you’re following mobile best practices (including large text, lots of white space, responsive templates, and mobile-friendly calls-to-action).

6. Price matters most to when it comes to making a purchasing decision — but other factors might surprise you.

Across the board, price is a major factor when it comes to purchasing decisions. 78% of Gen Z, 74% of millennials, 74% of Gen X, and 73% of Boomers report price as one of the most important factors when it comes to deciding whether or not they’re going to buy a product.

The quality of a product is important, as well, with 65% of Gen Z, 78% of millennials, 82% of Gen X, and 72% of Boomers marking it as another top factor when it comes to purchasing decisions.

But beyond having a reasonably-priced and high-quality product, there are a few other distinguishing factors you’ll want to keep in mind when marketing your brand.

For instance, 57% of Gen Zers will consider purchasing a product if a percentage of the proceeds from the purchase will be donated to charity. And 55% of millennials prefer buying a product that has strong reviews. 62% of Gen Xers appreciate whether a brand has an active community around it, and 55% of Boomers look for a product’s features and functionality when considering a purchase.

The Shopping Trends to Expect in 2023

As we move into 2023, here are a few trends you’ll continue to see: 

  • Mobile usage for shopping will continue to dominate the e-commerce industry. In 2018, it encompassed 63.5% of total e-commerce sales, and in 2020, that number jumped to 70.4% (Source). As mentioned above, we found roughly 75% of consumers preferring their mobile devices in 2022, which suggests mobile sales will continue to dominate the e-commerce landscape. 
  • TikTok and other short-form video platforms will become increasingly popular for advertisers. As TikTok continues to make changes to its advertising offerings (such as its new Branded Mission feature), we’ll see more advertisers join TikTok in 2023 — we’ll also see additional advertisers test out other platforms, such as Instagram Stories, since short-form video is becoming the most popular video length
  • The Influencer industry will continue to grow and remain one of the most popular avenues for brands looking to connect with their audiences. Influencer marketing has grown rapidly over the past few years — from $1.7 billion in 2016 to $9.7 billion in 2020, and $13.8 billion in 2021. Nowadays, Gen Zers and millennials aren’t looking to celebrities for inspiration when it comes to purchasing products or services, and they’re not turning to friends, either — they’re looking to these influencers. 
  • We’ll see a rise in people who use the metaverse or buy virtual currency. HubSpot Blog Research found over half of those who have ever used the metaverse or bought virtual currency/items have done so within the past three months — including 56% who’ve visited the metaverse, 56% who’ve bought cryptocurrency, and 75% who’ve bought NFTs for the first time. 

When creating an effective e-commerce strategy, it’s vital you take the time to understand how shoppers want to shop today — and into the future. Shopping behaviors change over time. The more your business can meet the evolving needs of your consumers, the more likely you are to continue to succeed well into the future.

ecommerce planning template