Selecting an SMS Provider - How to identify the best provider to integrate SMS into your digital communication strategy - now and going forward.

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                                                                       Brought to you by Waterfall Mobile

Selecting an SMS Provider
How to identify the best provider to integrate SMS into your digital
communication strategy — now and going forward.
4 factors differentiate
               SMS providers:
   1            2          3           4
Software    Compliance   Support   Integration
Software
Technology moves fast. Innovation moves faster. Companies looking to launch SMS marketing must find
a provider that excels not only today, but also over the long term. Seek out a software platform with a full
suite of SMS engagement tools built on top of an underlying structure that seamlessly integrates new
channels as they become mainstream. For analytics and CRM, verify that list segmentation, A/B testing,
dynamic field insertion, campaign tracking and API connectivity all come standard. Remember, today
SMS marketing no longer looks like, "Here, read this message." Consumers expect more dynamic and
personalized messaging. And tomorrow? Further evolved, better targeted and more utility. Take steps to
verify that a provider can - and will - keep up.
Key
                                                  Software Q’s                     Cutting to the
                                                  for vetting providers:
Considerations                                                                     The Bottom Line
                                          • What’s your strategy for helping us
• Some providers offer extensive            manage data and monetize customer
  options for customization – it never      insights most effectively?
  hurts to ask what is and isn’t          • What’s your vision for SMS             • Choosing an SMS provider only for
  possible.                                 marketing going forward?                 short term wins ignores the total
                                                                                     cost of ownership and pace of
• Select a provider according to total    • How does your system manage the          technology innovation.
  cost of ownership, not up-front cost.     introduction and integration of
                                            additional messaging channels?         • Find a provider focused on
• Look for providers that have
                                                                                     customer data. This ensures that
  demonstrated capabilities not just      • What analytics options do you            success powering today’s
  keeping up with, but staying ahead of     provide for calculating ROI?             solutions will carry over to
  the curve, both from a channel and
                                          • What are the ways that I can add to,     tomorrow.
  data management perspective.
                                            enhance and track customer use and
                                            redemption of my mobile initiatives?
Compliance
Arriving after direct mail and email, the mobile messaging industry both benefits and suffers from its
position as a second-mover. Determined to avoid industry-stifling SPAM, mobile messaging’s governing
bodies put several controls in place to eliminate unwanted messaging. Some of these controls prevent
SPAM proliferation by introducing compliance monitoring and auditing, whereas others hinder rapid
growth and widespread usage. Work with a provider that diligently addresses compliance rules and
regulations as part of standard practice to secure compliance as a competitive advantage.
Compliance Q’s
Key                                               for vetting providers:
Considerations                                                                    Cutting to the
                                          • What relationship do you have with
                                            the mobile industry’s governing
                                                                                  The Bottom Line
• Some providers provide no service
  for compliance and audits. Be             bodies, such as the CTIA and Mobile   • Work with providers to develop
  prepared to handle internally, as         Marketing Association?                  an action plan for compliance
  audit penalties will derail campaign    • How do you handle carrier               monitoring and escalation.
  success.                                  regulations such as the carrier       • Compliant campaigns double as
• Experienced providers manage              disconnect lists?                       the most effective. In today’s
  compliance for several customers        • What is your process when my            marketplace, consumers
  and will increase efficiency for some     mobile messaging program gets           automatically reject unsolicited
  tasks, such as the 8-10 week new          audited by the CTIA?                    information.
  short code provisioning process.        • What successes have you had
                                            managing compliance for your
                                            clients in the past?
Support
Customers have two expectations for text messaging: interactive and immediate. Consequently, an
SMS delivery outage will more severely impact frustration and dissatisfaction than a hiccup on another
channel. Seek a provider that has a responsive support system in place to proactively handle
intermittent issues. The best support teams will go beyond transactional updates and inform you of
campaign strategies to positively impact the bottom line. Keep in mind, just because something works
does not mean it’s complete. Find support professionals who uncover solutions to delight end users on
top of providing them with requested information.
Support Q’s
Key                                               for vetting providers:
                                                                                      Cutting to the
Considerations                             • What’s your escalation process for
                                             any technology breakdowns?
                                                                                      The Bottom Line
• Request references to gain insight
  into the experience of working with a    • Who provides first-level versus          • Without a strong support group,
  provider’s support group.                  second-level support when end users        intermittent outages can
                                             request assistance?                        become full scale customer
• Feel free to scale support needs with
                                           • What types of end user experience          issues, which will increase churn.
  your mobile experience. Start off with
  hand-holding that you can grow out         issues does your solution specifically   • A support team needs to
  of rather than the other way around.       solve?                                     monitor customer inquiries to
                                           • Which departments handle                   ensure that user experience
• Support teams are not created equal.
                                             technology outages and end user            improvements receive
  Ask probing questions to find out
                                             support?                                   appropriate attention.
  which teams have a firm grasp on the
  industry’s regulations.                  • How do your support services add
                                             value?
Integration
Consumers use mobile devices for everything, from shopping to socializing, browsing, searching,
researching and reviewing. As a result, superior SMS marketing deployments integrate text messaging
with other communication initiatives. For starters, consider operational alerts, which draw on the same
technology as SMS messaging. Customers seeing a healthy balance in their bank account should also
have the option of seeing what bank plans would help them achieve their savings goals. Other potential
integration points include email, social media and push notifications. Choose a provider with a cross-
channel understanding of customer interaction to increase customer satisfaction and digital media ROI.
Key                                              Integration Q’s                 Cutting to the
                                                 for vetting providers:
Considerations                                                                   The Bottom Line
                                         • Can you tell me about your API go-    • The customer/brand conversation
• Take a phased approach to cross-         to-market strategy?                     needs to take place across
  channel integration. Trying too much
                                         • What support services do you offer      channels in order to replicate
  too soon with result in analysis
                                           for platform integration?               modern communication.
  paralysis.
                                         • What useful data can I extract from   • Request insight into providers’ prior
• As opposed to multichannel, which
                                           both operational alerts and             client experience and robustness of
  focuses on individual communication
                                           marketing messaging to create a         their API.
  channels launched in a silo, find
  providers that put customer data at      more profitable customer              • Find out how providers plan to
  the center of a multi-faceted            communication strategy?                 provide cross-channel analytics –
  interaction strategy.                  • What types of monitoring systems do     data crucial for calculating
                                           you have in place for fluid             improvements in mobile-induced
                                           connectivity between integrated         customer lifetime value.
                                           systems?
Summary
Choosing the best SMS provider requires understanding the total cost of ownership, which includes setup,
software development, ongoing software maintenance, database management, campaign services and
software features. Providers that position themselves as strategic technology partners will offer a mobile
messaging product that can continuously deepen and enrich customer engagement and lifetime value.

The next two pages are a checklist for comparing SMS providers. Use this as a guide for vendor
conversations – make sure to add fields and questions depending on the specific needs of your company’s
marketing program.
SMS Vendor Comparison Checklist
Platform Feature               Detail                                                                Vendor #1   Vendor #2   Vendor #3
                               Dashboard access & self-service login
Access
                               Multiple accounts & simultaneous usage

                               Subscription for single & double opt-ins

                               Send, schedule & trigger messages

                               Tag & collect metadata
Campaign Types
                               Sweepstakes & text-to-win

                               Polling & data validation

                               Dynamically-pulled & pushed content

Subscriber & List Management   Target messaging via any customer data (e.g. zip, store ID, gender)

Reporting & Analytics          Customizable reports available via dashboard & API
Platform Feature            Detail                                                                     Vendor #1   Vendor #2   Vendor #3
                            Roles & permissions for multiple users

                            Activate 1-to-1 conversations via catch-all inbox
Additional Capabilities
                            A/B testing & segmentation

                            Passbook & mobile coupons integration

Services                    Full-service provisioning, certification, hosting & maintenance

Data Collection & Hosting   Unlimited, via dual direction messaging, online and API

                            Authentication: verify API sessions for authenticity

                            Subscribers: manage subscriptions, messaging history & profiles

                            Account: manage roles & permissions
API Functionality
                            Campaign: create, edit and export campaigns

                            Segmentation: create, edit and target metadata

                            Reporting: generate reports on individual and aggregate campaign success
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Select an SMS Provider — a Waterfall Quick6 LookBook. For additional insight,
visit waterfallmobile.com, call (866) 251-1200 or say hello@waterfallmobile.com.
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