Best Practice Guides

Our definitive practical reports covering all the core elements of marketing tactics

Latest Best Practice

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Building a Digital Culture

1. Introduction Digital technologies have brought significant shifts in customer behaviour and competitive dynamics. This, in combination with the greater levels of unpredictability in customer, societal and market contexts as a result of the pandemic, mean that many businesses are facing unprecedented challenges. Thriving in this new environment requires an organisational culture that is both […]

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Optimising Marketing Spend Best Practice Guide

1. Introduction Whether marketers are leading a startup, working in a sector where margins are thin or budgets are traditionally tight, or if a brand or business has had its budget revised or downgraded, they can apply the principles and strategies for managing limited budgets, which have a degree of universality. During the Covid-19 pandemic, […]

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Social CX and Customer Service Best Practice Guide

1. Introduction The rise in both the number and popularity of social media channels in recent years has fuelled a parallel increase in customer expectations. The ‘always on’ nature of social media, coupled with its public forum nature, means consumers and audiences – in B2C and B2B spaces alike – expect to be able to […]

SEO Best Practice: Technical SEO

1. Introduction Technical SEO can mean the difference between a website ranking well or not ranking at all. Technical SEO skills have become increasingly important because search engines such as Google factor site performance into their algorithms, especially given the growth of mobile. Each technical, design and content decision will affect technical SEO. However, technical […]

SEO Best Practice: On-Page Optimisation

1. Introduction In order to rank well for keywords, especially competitive ones, a page needs to be well optimised. From the title tag through to the content, on-page optimisation may improve ranking through focusing content and ensuring the signals sent to search engines are as clear as possible. There are other ranking factors, including links, […]

SEO Best Practice: Algorithm Updates

1. Introduction Google and Bing are not static search engines – constant improvements and changes are happening on their platforms on a daily basis. As some of these changes significantly impact the search results, they are reported in updates, sometimes unverified but often acknowledged by the search engine. The single word names of these changes, […]

Advertising

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Online Video Best Practice Guide

This report looks at how brands can identify clear objectives, fine-tune audience profiles and plan their distribution strategies, getting to grips with the numerous different platforms on offer. Some of the key technical aspects needed to commission video and work with specialist partners are also covered.

A Marketer’s Guide to Price Comparison Websites

1. Introduction Over the last two decades a swathe of price comparison websites (PCW) have emerged, offering consumers a one-stop-shop for comparing the prices of a product or service. PCWs act as vertical search engines, aggregating product listings from multiple retailers. PCWs such as uSwitch, Confused.com, MoneySuperMarket and GoCompare are an important part of the marketing […]

B2B

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B2B Social Media Strategy Best Practice Guide

1. Introduction This guide has been written to complement Econsultancy’s Social Media Advertising Best Practice Guide, Social Media Platforms Overview, Social Media Platforms Trends Report and Social Selling Best Practice Guide. The purpose of this guide is to provide a framework for developing a B2B social media strategy, as well as a summary of the […]

B2B Social Selling Strategy Best Practice Guide

1. Introduction Social media has grown exponentially. In January 2020, there were 3.80 billion social media users, with this number increasing by more than 9% (with 321 million new users) since January 2019.[1] But the term is misleading: social media has become as important for business as it has for social interaction, reflecting the changing […]

B2B Content Marketing Best Practice Guide

1. Introduction ‘Content shock’[1] is real: the volume of B2B (and B2C) content is now outweighing our human capacity to consume it. However, content marketing can still present an immense opportunity for B2B businesses. When executed effectively, it can be a powerful engagement tool for fostering loyalty, lead generation and sales, and for conveying the […]

Overcoming B2B Digital Marketing Challenges Best Practice Guide

Introduction Digitisation is rapidly changing B2B businesses and it is crucial that companies transform and respond to these challenges. According to McKinsey,[1] “Turning your company into a top quartile B2B digital player can increase revenue by 3.5%.” Econsultancy’s Digital Outlook report for 2019 explains that the next five years will be challenging for B2B marketers. […]

Content

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Online Video Best Practice Guide

This report looks at how brands can identify clear objectives, fine-tune audience profiles and plan their distribution strategies, getting to grips with the numerous different platforms on offer. Some of the key technical aspects needed to commission video and work with specialist partners are also covered.

Golden crested crane

Content Strategy Best Practice Guide

1. Introduction This report is designed to provide marketers with practical and essential guidance into all aspects of content strategy. The role of content within marketing and digital marketing practice has never been more important than it is now, but it remains an area of constantly changing practice, with evolving dynamics around technology, content production […]

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Ratings and Reviews Best Practice Guide

1. Introduction Customer centricity is at the heart of any successful business today. Digital has empowered consumers in numerous ways, giving them greater choice and convenience when they shop, but also offering a platform for them to share their views at the touch of a button. There are a host of platforms enabling consumers to […]

B2B Content Marketing Best Practice Guide

1. Introduction ‘Content shock’[1] is real: the volume of B2B (and B2C) content is now outweighing our human capacity to consume it. However, content marketing can still present an immense opportunity for B2B businesses. When executed effectively, it can be a powerful engagement tool for fostering loyalty, lead generation and sales, and for conveying the […]

Customer Experience

repeated plates of coffee, fried egg, strawberries and croissant in a grid pattern

Social CX and Customer Service Best Practice Guide

1. Introduction The rise in both the number and popularity of social media channels in recent years has fuelled a parallel increase in customer expectations. The ‘always on’ nature of social media, coupled with its public forum nature, means consumers and audiences – in B2C and B2B spaces alike – expect to be able to […]

Customer Retention Best Practice Guide

1. Introduction Customer retention refers to the ability of an organisation to retain the same customer over a period of time. Companies that enjoy high levels of retention benefit from more reliable revenue streams and a high degree of brand equity. Although there is a strong business rationale for focusing on customer retention, many marketers […]

Customer Journey Mapping Best Practice Guide

1. Introduction The purpose of this guide is to provide an overview of customer journey mapping. It provides a simple starting point for anyone yet to map out their customer journeys. It is also a reference for those for whom the process is underway. This guide draws insights from those who have developed complex journeys […]

A Marketer’s Guide to Augmented Reality (AR)

1. Introduction Augmented reality (AR) is quickly becoming one of the most interesting technologies in the digital space. Although often overshadowed by virtual reality (VR), AR is expected to take the lion’s share of the market. According to one estimate, the AR market will be worth $70bn to $75bn by 2023 while VR will account […]

Data and Analytics

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The Fundamentals of Marketing Measurement and Analytics

1. Introduction At the heart of all marketing measurement and analytics is data. The significance of data and its relationship with business success has become a key theme of seemingly every commentary, report or conference over the past few years. Becoming ‘data driven’ – using data to make smarter, quicker decisions and just understand more […]

Measuring Digital Marketing Effectiveness Best Practice Guide

1. Introduction In recent years, there have been industry changes in two major areas, technical and regulatory, which have both made an impact on the way marketers can, and should, measure digital marketing effectiveness. Technical industry changes Apple, Google and Mozilla, which each own very popular web browsers, have implemented technical changes to the way […]

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Ratings and Reviews Best Practice Guide

1. Introduction Customer centricity is at the heart of any successful business today. Digital has empowered consumers in numerous ways, giving them greater choice and convenience when they shop, but also offering a platform for them to share their views at the touch of a button. There are a host of platforms enabling consumers to […]

Ecommerce

smiley face on speech bubble in hand

Ratings and Reviews Best Practice Guide

1. Introduction Customer centricity is at the heart of any successful business today. Digital has empowered consumers in numerous ways, giving them greater choice and convenience when they shop, but also offering a platform for them to share their views at the touch of a button. There are a host of platforms enabling consumers to […]

A Marketer’s Guide to Price Comparison Websites

1. Introduction Over the last two decades a swathe of price comparison websites (PCW) have emerged, offering consumers a one-stop-shop for comparing the prices of a product or service. PCWs act as vertical search engines, aggregating product listings from multiple retailers. PCWs such as uSwitch, Confused.com, MoneySuperMarket and GoCompare are an important part of the marketing […]

Email and eCRM

Customer Retention Best Practice Guide

1. Introduction Customer retention refers to the ability of an organisation to retain the same customer over a period of time. Companies that enjoy high levels of retention benefit from more reliable revenue streams and a high degree of brand equity. Although there is a strong business rationale for focusing on customer retention, many marketers […]

Email Marketing Best Practice Guide

1. Introduction 1.1 About this report Econsultancy’s series of Best Practice Guides have been created for modern marketing professionals who typically work in marketing or ecommerce roles. Given the ongoing significance of email, this guide will be relevant to CEOs to understand the business case for email, as well as anyone working in a marketing […]

Segmentations and Personas Best Practice Guide

1. Introduction Marketers have always sought to find the most relevant buyers for their products. In the 1950s, this concept took a step forward when Wendell Smith published an award-winning article in the Journal of Marketing on product differentiation and market segmentation.[1] This article put segmentations on the map for marketers, and soon market segmentations […]

Customer Data Platforms Best Practice Guide

1. Introduction Organising large amounts of customer data is becoming a huge challenge for marketers who want a ‘360 degree view’ of their customers. Customer data platforms (CDPs) offer a way for organisations to bring together disparate customer data into one place, to allow for the easy sharing of this information with other systems. This […]

stats

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Innovation and Trends

Experiential Marketing Best Practice Guide

1. Introduction This guide has been written to help senior marketers better understand the opportunities offered by experiential marketing, outlining when and how the discipline can add value. Its purpose is to help brands plan and execute experiential marketing activities and to be mindful of the challenges involved. New studies show that we are continuing […]

Learning from Digital Disruptors Best Practice Guide

1. Introduction ‘Learning from Digital Disruptors’ defines best practice strategies, tactics and approaches from disruptive brands and businesses and distils key learnings that marketers can usefully apply in their day-to-day roles. The goal was to understand key thinking and innovative techniques and provide some practical guidance on their potential application in order to help marketers […]

A Guide to Digital Marketing Tools

1. Introduction In response to the exponential growth in marketing technology solutions available over the past few years (Figure 1), this report aims to provide a practical overview of 60 popular and peer-recommended tools in four main categories. Figure 1: Number of martech solutions globally Source: Chiefmartech.com Chiefmartech’s Marketing Technology Landscape Supergraphic 2018 lists more […]

Marketing Automation Best Practice Guide

1. Introduction 1.1. Executive summary This report seeks to provide marketers who are considering the use of marketing automation with a simple guide to what it is, how to plan for and implement it, what success looks like and what the future of the industry may hold. This guide hopes to be useful to a […]

Mobile

A Marketer’s Guide to Augmented Reality (AR)

1. Introduction Augmented reality (AR) is quickly becoming one of the most interesting technologies in the digital space. Although often overshadowed by virtual reality (VR), AR is expected to take the lion’s share of the market. According to one estimate, the AR market will be worth $70bn to $75bn by 2023 while VR will account […]

Gamification Marketing Best Practice Guide

1. Introduction In a July 2018 survey by Reflect Digital, 58% of consumers said that online ads and marketing have little or no influence on their buying behaviour, while 27% said they were somewhat influenced. Only 5% said they were extremely influenced. Brands need to continue to find new ways to not only be heard […]

Mobile Marketing Best Practice Guide

Mobile Marketing Best Practice Guide

1. Foreword Before the launch of the iPhone in 2007, and for some years after that, ‘mobile’ was perceived as a standalone channel, deserving a dedicated strategy, budget and team. Now that ‘mobile’ has become infused into every aspect of digital marketing, no longer considered as a distinct channel, do marketers still need a standalone […]

User Experience and Interaction Design for Mobile and Web

User Experience and Interaction Design for Mobile and Web

1. About this Guide 1.1. How this guide is structured Econsultancy’s series of best practice guides have been created for professionals who typically work in marketing or ecommerce roles. The guides steer readers to ensure that projects and strategies are executed in the right way for optimal results. This guide to mobile and web user […]

People and Skills

multicoloured ceramic plates

Building a Digital Culture

1. Introduction Digital technologies have brought significant shifts in customer behaviour and competitive dynamics. This, in combination with the greater levels of unpredictability in customer, societal and market contexts as a result of the pandemic, mean that many businesses are facing unprecedented challenges. Thriving in this new environment requires an organisational culture that is both […]

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The Fundamentals of Modern Marketing Mindset

1. Introduction Econsultancy has been investigating the topic of marketing knowledge and skills for more than 20 years. In that time, we have conducted multiple research studies and interviewed thousands of marketing leaders and practitioners about the human capabilities required for success. One thing that has become clear is that some of the most important requirements for […]

woman working with laptop and cat holding phone

Effective Remote Working for Marketers Best Practice Guide

1. Introduction Due to the Covid-19 outbreak, an increasing number of organisations is ordering their workforces to work from home for the foreseeable future, meaning many businesses and teams are facing new and unprecedented challenges. Econsultancy has created this Best Practice Guide to provide marketers with the essential techniques to empower successful and powerful remote […]

Search Marketing

SEO Best Practice: Technical SEO

1. Introduction Technical SEO can mean the difference between a website ranking well or not ranking at all. Technical SEO skills have become increasingly important because search engines such as Google factor site performance into their algorithms, especially given the growth of mobile. Each technical, design and content decision will affect technical SEO. However, technical […]

SEO Best Practice: On-Page Optimisation

1. Introduction In order to rank well for keywords, especially competitive ones, a page needs to be well optimised. From the title tag through to the content, on-page optimisation may improve ranking through focusing content and ensuring the signals sent to search engines are as clear as possible. There are other ranking factors, including links, […]

SEO Best Practice: Algorithm Updates

1. Introduction Google and Bing are not static search engines – constant improvements and changes are happening on their platforms on a daily basis. As some of these changes significantly impact the search results, they are reported in updates, sometimes unverified but often acknowledged by the search engine. The single word names of these changes, […]

Strategy

Piggy bank on purple background with yellow circle.

Optimising Marketing Spend Best Practice Guide

1. Introduction Whether marketers are leading a startup, working in a sector where margins are thin or budgets are traditionally tight, or if a brand or business has had its budget revised or downgraded, they can apply the principles and strategies for managing limited budgets, which have a degree of universality. During the Covid-19 pandemic, […]

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Product Strategy and Marketing Best Practice Guide

1. Introduction The objective of this report is to provide marketers with a practical guide to the essential principles, processes and practices surrounding the increasingly critical areas of product strategy and marketing. Digital has facilitated a growing proportion of business models to pivot towards direct-to-consumer propositions, and an ever-growing number of products to become services, […]

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Social Media Strategy Best Practice Guide

1. Introduction This guide has been written to complement Econsultancy’s Social Media Advertising Best Practice Guide, Social Media Platforms Overview, Social Media Platforms Trends Report, B2B Social Media Best Practice Guide and Social Selling Best Practice Guide. The purpose of this guide is to provide a framework for developing a social media strategy, as well […]

Social

repeated plates of coffee, fried egg, strawberries and croissant in a grid pattern

Social CX and Customer Service Best Practice Guide

1. Introduction The rise in both the number and popularity of social media channels in recent years has fuelled a parallel increase in customer expectations. The ‘always on’ nature of social media, coupled with its public forum nature, means consumers and audiences – in B2C and B2B spaces alike – expect to be able to […]

aerial view of succulents growing in pots

B2B Social Media Strategy Best Practice Guide

1. Introduction This guide has been written to complement Econsultancy’s Social Media Advertising Best Practice Guide, Social Media Platforms Overview, Social Media Platforms Trends Report and Social Selling Best Practice Guide. The purpose of this guide is to provide a framework for developing a B2B social media strategy, as well as a summary of the […]

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Social Media Strategy Best Practice Guide

1. Introduction This guide has been written to complement Econsultancy’s Social Media Advertising Best Practice Guide, Social Media Platforms Overview, Social Media Platforms Trends Report, B2B Social Media Best Practice Guide and Social Selling Best Practice Guide. The purpose of this guide is to provide a framework for developing a social media strategy, as well […]

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Social Media Platforms Overview Best Practice Guide

1. Introduction This guide has been written to complement Econsultancy’s Social Media Advertising Best Practice Guide, Social Media Strategy Best Practice Guide, Social Media Platforms Trends Report, B2B Social Media Best Practice Guide and Paid Search Best Practice Guide. The purpose of this guide is to provide an overview of some of the world’s major […]