AMA: Freshworks Senior Director - Global Demand Generation, Abhishek GP on Integrated Campaign Marketing

Let's first define an 'integrated campaign' approach. * At its core, the 'Integrated' approach implies three things - knowing and using the buyer's journey as the premise to building the marketing strategy, aiming for consistency in marketing across touchpoints & sequencing your messaging across these touchpoints * A 'campaign' is nothing but a coordinated set of assets & tactics to help your buyers progress from Awareness to Consideration to Decision. The other underrated impact of a campaign is its ability to corral organizational focus, time, and efforts toward a single goal and theme (sales, product, customer success, marketing) An Integrated Campaign strategy is an amalgam of these concepts. So do all businesses need an integrated campaign strategy? Yes. But does an integrated campaign strategy look the same for all businesses? No. The need for a Series A startup to craft an integrated campaign strategy is as much as it is for a Series C & Post-IPO business. The nature and scope of integration, however, vary significantly. These factors might help as you think through this. 1. Have you achieved Product-Channel(s) fit? * If are a Seed stage startup and have reliably managed to scale one or two acquisition channels, you have other things on your mind than 'integrating' these two channels. That is because, today, you do not have the channel width to capture a large part of the buyer's journey (community, email, in-app, review sites). * If you have a larger business, you might already have the channel width that covers a large proportion of your buyer's journey. This is the right time to think about an 'integrated campaign' strategy. Some of the questions to ask are - a) Do I know my buyer's journey with a fair degree of confidence b) Are they experiencing the same 'messaging theme' across touchpoints c) How can I sequence my tactics & messaging based on the demand funnel 2. What is your GTM motion? * Are you PLG or Sales-led or both? If you are PLG, you focus on specific channels that drive inbound demand - SEO, Paid Search, Content, In-app virality, Community, Review sites & Emails. If you have a Sales-led motion, you (mostly) focus on channels that go beyond these to also include Webinars, Events, SDR messaging, & Content. In both scenarios, your buyers want to experience your business in a way that is consistent across these touchpoints and takes them through a journey (sequencing in messaging) irrespective of whichever touchpoint they are in. 3. Do you have an established Brand marketing strategy within your organization? * If your org runs brand marketing campaigns, you'll need to redefine the architecture of your demand-gen-led integrated campaigns. In this new scenario, you'll have to view the buyer's journey together and build out common areas of leverage. For example, a Brand marketing campaign usually targets a large proportion of 'Problem unaware' buyers. So how can your demand-gen team nudge these buyers down the funnel via an integrated approach? Here, the role of demand-gen shifts to nudging these buyers to the 'Consideration' & 'Decision' stages using the same messaging theme and leveraging tactics (such as collecting a retargeting pool of qualified intent, etc.) that capture their engagement and intent for your category or business. 

I believe that all integrated campaigns should exist to drive pipeline & revenue (there is an exception though: when this is not true is when you are creating a category). The biggest difference between these two goals is the volume and the type of buyers you choose to ignore or add to your campaign strategy. For example, an integrated campaign strategy that is focused on meeting pipe goals (assuming limited funds) is focused (more) on two buyer stages - Consideration & Intent. It therefore already assumes that the majority of buyers are aware of the product category and the existence of possible solutions in the market. * Your biggest leverage point here is to make yourself known in specific buying situations (eg. 'we are an affordable alternative to XYZ', 'we are easier to use compared to ABC'). Think of these as inputs to your ad creatives, content assets, etc. * You contain these seemingly disparate buying situations into a 'Campaign theme', a singular go-to-market messaging that focuses the collective energy of all GTM teams in your organization * You now create the right mix of offers that get your buyers to self-select themselves into the demand funnel. What is the type and number of webinars, owned vs 3rd party events, content assets, Demos, Free Trials, Free for forever plan, etc? * You develop a media plan that lays out these offers in a certain sequence, and the time period and is promoted using specific tactics. Since your focus is pipe-gen, it's important to have an educated pov on gated vs ungated content strategy. This, usually, is not as big a concern area in a Brand marketing campaign.

Your buyer's journey as well as your demand funnel, play a key role in this decision. * First set of channels & tactics: A rule of thumb that has worked for me when launching a campaign is to select the channel(s) that provide the widest audience reach. I've consistently observed that 'Audience reach' & 'Frequency of reach' have had a clear impact on overall campaign performance (qualified lead volume and pipeline). But the way I think about 'Reach' is that it is a necessary, not a sufficient condition. So what else matters? Curating the right 'offers', and the right 'format'. For example, Linkedin (the channel) offers a reasonable reach per month for most B2B SaaS players. What offer you choose to launch the campaign with is equally important? Should it be a global virtual summit headlined by Top influencers or a Playbook with interviews from well-regarded industry practitioners? Here two very different offers are served on the same channel. * Next set of channels & tactics: As you start thinking about the Demand capture phase of your campaign, you'll work with channels that reach fewer audiences. These channels include SEO, Paid Search, In-product journey, SDR engagement, etc. Most of these channels involve high-effort, and a high-volume of output, so prioritization is key. A way to allocate budgets toward these channels is by prioritizing them by reach, expected buyer engagement & intent.

Here are the four most important parameters that determine your Channel strategy when designing an Integrated Campaign. 1. Who? - Audience * Are you talking to developers, end-users, or decision-makers? * How large is the buying group for your product? * Is your product a single or multi-department purchase? 2. Why? - Marketing objective Is your campaign objective creating awareness, building pipeline, or accelerating pipeline? Each objective dictates the count of audience you have available to target which in turn informs the decision to choose channels. For example, if your objective is to accelerate pipeline, you might be limited to using targeted Social (custom audience), emails, closed-door events, and direct mail. However, if your objective is to create awareness, your channel coverage needs to expand dramatically because you are now trying to reach a broader audience to inform them of your existence. Now you are thinking Display, Content syndication, 3rd party tradeshows & publishers, etc. 3. What? - Average Contract Value (ACV) or ARPA What kind of product do you sell? Typically, it's safe to assume that a product with a higher ACV needs consideration and involvement from senior decision-makers across LoBs. Note that the same decision-makers are not easily accessible via conventional channels such as Paid social, email, Paid search, etc. Therefore your channel mix needs to evolve to match where they pay attention to. In this scenario, your channel mix might include direct mail, exclusive invites to 3rd party events, etc. 4. How much? - Available budget If you are well-funded, go ahead and explore multiple channels until you have a mix that delivers predictable lead volume and Qualified Pipe. If funds are tight, you might want to prioritize channels based on 3 factors - - Does that channel have your buyer's attention? (qualitative assessment) - What is the Cost per reach per channel? - Based on rough funnel math, can this Cost per reach ultimately deliver a respectable Pipe per $ spent over the duration of your sales cycle? Overall, two variables determine the effectiveness of this strategy - 1. Do you have a sufficient volume of buyers who you can target? 2. Are you able to effectively and efficiently access those channels to reach them?