Connect with us

MARKETING

26 Samples & Templates to Inspire You

Published

on

While your invoices might not be a front-facing part of your business, it doesn’t mean they should be plain and boring. To help you get a sense of the design possibilities, we put together a collection of impressive invoice examples that may inspire you to rethink your current design.

But first, let’s review how to design an invoice in the section below.

How to Design an Invoice

You don’t need to be an expert to create professionally designed invoices. In fact, you can use invoice templates to get started. However, you need to know a bit about the structure of an invoice so that it’s functional and ensures you receive your payments on time.

1. Decide on your invoice format.

Start by choosing the format you want to use for your invoice. Popular formats include: print, PDF, Google Docs, Word, and Excel. Each one has its pros and cons, but it’s a great idea to use multiple formats.

Advertisement

For example, creating all of your invoices in excel can help you move quickly if your deliverables are the same for each pay period — simply copy and paste from one tab to the other. Then, you can save each pay period’s invoice as a PDF to send it to your client easily via email.

Once you’ve chosen your format, add the important details to your invoice.

2. Add essential information.

Every invoice you create should include the following information:

Your details: Your name, company name, address, telephone number, and email address.

Client details: Your client’s address, company name, telephone number, and email address.

Pro Tip: Add the department name and the contact person’s name if you’re working with a large organization.

Advertisement

List of services: Make a list of all the services you’re charging the client for.

Payment terms, due date, and methods: How would you like your clients to pay you? Bank transfer? PayPal? Check? Make it clear in your invoice. You should also make the payment’s due date clear.

3. Add your company’s branding.

Your client likely works with several vendors, contractors, and freelancers. Make it easy for them to recognize your invoice at first glance by adding your branding to it.

Include your logo and brand colors as well as your typeface or font. Including images adds some flair that can liven up a traditional bland invoice.

Now that you know how to design an invoice, let’s take a look at these best practices in action on the invoice design templates and examples below.

Invoice Design Templates and Examples

We’ve put together a collection of impressive invoice designs and templates that may inspire you to rethink your current invoice design. Many of them are free to download and customize.

Advertisement

1. Basic Invoice

Invoice Design Templates and Examples: Basic Invoice

Download Now

No frills, just business. This basic invoice template, developed here at HubSpot, provides all the necessities that your client’s accounts payable team will need to pay you on time. This template offers space for your name, your client’s name, invoice date, and rows for up to 10 itemized services. You can add more rows as needed.

Pro Tip: For basic invoices like this one, keep your branding simple. A logo and muted brand colors will work well here.

2. Blank Invoice

Invoice Design Templates and Examples: Blank Invoice

Download Now

This blank invoice template is similar to the basic invoice template, but this one is specifically for products. You also have room to include a detailed breakdown of the cost of each product, including tax and shipping fees.

Pro Tip: Use this template for larger businesses that order your products for a specific department. That way, if you decide to sell to a different department in the same company, you can keep their invoices separate.

Advertisement

3. Commercial Invoice

Invoice Design Templates and Examples: Commercial Invoice

Download Now

Are you selling a variety of products and services? The commercial invoice above might be just what you need. This template allows space for product origin, manufacturing origin, discounts offered to your client, and more.

Pro Tip: Use the notes section of this invoice template to keep track of any agreements or special circumstances for the invoice. Your client and your bookkeeper will appreciate the context for price adjustments.

4. Blue Service Invoice

Invoice Design Templates and Examples: Blue Service Invoice

This monochrome, service-based invoice template allows you to include multiple services and how much each one costs your client.There’ plenty of space for your logo in the top right corner and you can customize the colors to suit your branding.

Pro Tip: Include invoice numbers to each invoice so you can keep track of how many you’ve sent in a given time period.

5. Green Shipping Invoice

Invoice Design Templates and Examples: Green Shipping Invoice

Dedicated to shipping-based services, this vibrant invoice template is perfect for transactions that involve the transportation of goods. You can include the quantity of the products you sold, the price for each one, and incorporate taxes as well.

Advertisement

Pro Tip: Add a column for shipping costs if the price to ship is different for each product.

6. Orange Standard

Invoice Design Templates and Examples: Orange Standard Invoice

This standard invoice template opens in Microsoft Word which makes it easy to edit. You can insert your logo in the top-right hand corner and add additional rows to match how many services you provided your customer.

Pro Tip: Wrap the text in each description row so that you can add additional details about each service.

7. Blue Minimal Standard

Invoice Design Templates and Examples: Blue Minimal Standard Invoice

The minimalist template shown above takes the guesswork out of invoicing services. Using the large “Notes” tile in the center of the document, you can put the focus on the nuances of your services. That way, it’s clear why you charged your client the price you did.

Pro Tip: Add an item number column to the description and price table so you can organize your notes by which service description they correspond to.

8. Black and White Shipping Invoice

Invoice Design Templates and Examples: Black and White Shipping Invoice

Sometimes, a basic grayscale invoice template fits the bill. That’s exactly what this invoice template offers. It’s perfect for shipping invoices, but it can be customized for products and ecommerce goods as well.

Advertisement

Pro Tip: For an invoice this simple, adding your brand colors and logo isn’t necessary. As long as you include your name and contact information, that will suffice for this template.

9. Amir Hossain

Invoice Design Templates and Examples: Amir Hossain Invoice

If you’re looking for a way to push your brand forward even in your invoice template, try this one. With heavy geometric designs that can be swapped with your brand colors, your invoice will be equal parts brand and finance.

You’ll also get clearly defined fields where you can enter a list of services you want to receive payment for, alongside your payment info.

Pro Tip: Use this template for digital invoices so you don’t have to print full pages of color.

10. Minimalist Invoice

Invoice Design Templates and Examples: Minimalist Invoice

Contrary to the template above, this design takes a minimalist approach to invoices. Whether you’re using it for personal or business use, this template allows you to assign customer IDs that help you quickly find the recipient of the invoice.

Pro Tip: Use a CRM to track and store client IDs so you can save past invoices for your records in an organized way.

Advertisement

11. Fabio Basile

Invoice Design Templates and Examples: Fabio Basile Invoice

Business in the front. Party in the back. This double-sided invoice sample offers an interesting twist on an otherwise standard invoice design. The “handcrafted for” language on the design side is a special touch which you can customize for each client you work with.

Pro Tip: Personalization can go a long way, even on an invoice. Take the time to thank your client, offer a relevant statistic, or share a motivational quote on the invoice for some added flair.

12. Front and Center

Invoice Design Templates and Examples: Front and Center Invoice

Put your final price to the client “front and center” using this invoice template by Ari Krzyzek. The document makes excellent use of contrast in font color, allowing the red price to pop against the thIn black text surrounding it.

Pro Tip: Don’t shy away from this type of template if the cost of your services seems high. Strategically pricing your work can give you the confidence to put that price boldly on your invoice.

13. JPWTemplates

Invoice Design Templates and Examples: JPWTemplates Invoice

This is a more specific template sample focused on billing for services — in this case: photography. This invoice uses an actual photograph in the header to highlight the quality of the services being provided. It’s a clever idea you can leverage for multiple services such as graphic design, illustration, interior design, and so on.

Pro Tip: If you want to personalize your invoice further, you can use a photo or design from the customer’s specific project to give it a custom look and feel.

Advertisement

14. Classic Designs

Invoice Design Templates and Examples: Classic Designs Invoice

Here’s an example of a straightforward invoice design that details all of the critical invoice criteria — contact information, itemized purchases, payment information, and more. The design leverages pops of red to call out key pieces of information to make the statement feel less overwhelming.

Pro Tip: Due to the detail and layout of this invoice template, it works well for project-based work like professional services.

15. Bold Stationary

Invoice Design Templates and Examples: Bold Stationary Invoice

This invoice sample uses a split design to divide contact information and payment information. The design is free of any distractions or fancy elements, yet it still feels carefully designed.

Pro Tip: If your business is a bit more traditional, try customizing this template for your brand.

16. Novomatic

Invoice Design Templates and Examples: Novomatic Invoice

This invoice sample uses various shades of yellow to chunk out different parts of the invoice into digestible sections, but you can choose your own colors if you’d prefer. The footer of the statement points customers towards the company’s social media channels so you and the client can stay connected long after the invoice is paid.

Pro Tip: Even though your invoice may be the last “deliverable” your client sees from you, adding your social media channels can be a way to encourage repeat business with past clients.

Advertisement

17. Yellow Minimalist

Invoice Design Templates and Examples: Yellow Minimalist Invoice

There’s something about yellow that makes a document friendlier. Vibrant but unaggressive, this template emphasizes your price in large font on the bottom-right hand corner. With a yellow border like this, you can ensure it doesn’t get forgotten in a pile of other white sheets of paper on your client’s desk.

Pro Tip: Use this invoice template for hard-copy invoices. And don’t forget to set aside some additional budget for the color printing.

18. Victory

Invoice Design Templates and Examples: Victory Invoice

This invoice template offers space for a logo on the bottom-left hand corner, rather than the top, for professionals who want to make it clear right away that this document is a bill to be paid (hence “INVOICE” listed on the top-right hand corner). The invoice’s midsection allows the sender to include a thorough description of each service provided — a helpful billing format if your business spanned multiple projects over a long period.

Pro Tip: If you have additional items to add to the invoice, make the rows in the table thinner to fit everything on one page.

19. Soft Banner

Invoice Design Templates and Examples: Soft Banner Invoice

Professional designers, here’s an invoice concept just for you. Showing your clients a colorful, brand-aligned invoice is a surefire way to get them to remember you and rehire you for future projects.

Pro Tip: In this design, the centered price banner uses a soft green background to make steep costs look a bit less frightening to the customer.

Advertisement

20. Classic Design

Invoice Design Templates and Examples: Classic Design invoice

Here’s another elegant invoice template to serve as inspiration for your own. The template is simple and quickly highlights how much clients are expected to pay for a product or service.

Pro Tip: You can insert the “terms and conditions” of your contract in this template so you can remind customers what they signed up for when choosing your business. After all, they might be confused why you’re charging them a certain fee and may want to review the terms and conditions of their contract before reaching out for help.

21. Martin Ehrlich

Invoice Design Templates and Examples: Martin Ehrlich Invoice

One look at this invoice design from Martin Ehrlich tells you that it’s built with photographers or visual creatives in mind. This template comes with plenty of white spaces that make it easy to scan and identify the essential details like the supplier’s name, amount due, and the different services offered.

Pro Tip: Use this template for digital invoices only so you don’t use an entire cartridge of black ink to print a physical copy.

22. Invoice by ThemeDivisers

Invoice Design Templates and Examples: ThemeDivisers Invoice

It’s hard for clients to miss how much they owe you with this invoice template, thanks to the amount’s bold description at the top of the invoice.

Below the “total payment” is a breakdown of the services rendered, along with your contact information as well as your branding.

Advertisement

23. Invoice Template by Guuver

Invoice Design Templates and Examples: Guuver Invoice

Your invoice doesn’t need to have a white background, and this template from Guuver is a perfect example. The template’s slightly pink background and distinct blue font — both of which are customizable — are sure to leave a lasting impression on your client’s mind.

Pro Tip: Switch up the colors to a monochrome look for a sleek and modern design.

24. Clean Word Corporate Invoice

Invoice Design Templates and Examples: Clean Word Corporate Invoice

This invoice template adds a modern and elegant look to the otherwise dull templates that are standard in the corporate world. You can use the template on MS Word and make adjustments directly in the template.

Pro Tip: Use the condensed “terms and conditions” section of this invoice template to share any stipulations regarding invoice payments like late fees and contingency fees.

25. Invoice Template by Ariodsgn

Invoice Design Templates and Examples: Invoice Template by Ariodsgn

How would you like an invoice that looks like a resume? This template from Ariodsgn is the right mix of creative, modern, and professional. Perfect for making a positive first impression on your customers.

Pro Tip: For contractors who are working in a typical staff or advisor role, try out this template and make a resume to match. This continuity will keep your personal brand front and center with your client.

Advertisement

26. Retro Invoice

Invoice Design Templates and Examples: Retro Invoice

Take your clients back to the ’80s with this retro invoice design. Although old-fashioned, the focus of this template remains on passing across a clear message regarding your payment information to clients.

Pro Tip: if your brand is in line with this retro theme, print your invoice on special paper and send it in a unique envelope to seal the deal.

How to Write an Invoice

Want to make your own invoice? We’ve got you covered.

Check out HubSpot’s Invoice Template Generator to create a professional invoice PDF in just a few clicks. Here’s how to use it:

Step 1: Click this page to visit the Invoice Template Generator.
Step 2: Click the dotted square on the top-right hand corner of the template to upload an image file of your logo. Or, drag and drop this image file into the square.How to Write an Invoice: Step 2 - Add logo
Step 3: Use the circular wrench/paintbrush icon to the left of the template to change the invoice’s color scheme.
How to Write an Invoice: Step 3 - Add details
Step 4: Hover your cursor over the “Item Description” section to “Add More” rows if you’re billing your client for more than one product or service.How to Write an Invoice: Step 4 - Add more invoice rowsStep 5: Hover your cursor over each individual field to customize details such as invoice number, company name, item quantity, and relevant notes to the recipient.

How to Write an Invoice: Step 5 - Customize Invoice

Step 6: When you’ve finished customizing your invoice, click “Download Now” just below the template. Your invoice will download as a PDF.

How to Write an Invoice: Step 6 - Download PDF of Invoice

You can also download ten other invoice templates that you can customize to meet your needs, whether you’re a freelancer or a large corporation.

Advertisement

At the end of the day, invoices should tell clients how much they owe, what they’re paying for, and what date they need to pay by. If you’re having trouble designing an invoice, or just want to shake things up, choose one of the pre-made templates above and get started with redesigning your invoices today.

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

Invoice Template

Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address

MARKETING

The Current State of Google’s Search Generative Experience [What It Means for SEO in 2024]

Published

on

The Current State of Google's Search Generative Experience [What It Means for SEO in 2024]

SEO enthusiasts, known for naming algorithm updates after animals and embracing melodrama, find themselves in a landscape where the “adapt or die” mantra prevails. So when Google announced the launch of its Search Generative Experience (SGE) in May of 2023 at Google/IO, you can imagine the reaction was immense.

Although SGE has the potential to be a truly transformative force in the landscape, we’re still waiting for SGE to move out of the Google Labs Sandbox and integrate into standard search results. 

Curious about our current take on SGE and its potential impact on SEO in the future? Read on for more.

Decoding Google’s Defensive Move

In response to potential threats from competitors like ChatGPT, Bing, TikTok, Reddit, and Amazon, Google introduced SGE as a defensive maneuver. However, its initial beta release raised questions about its readiness and global deployment.

ChatGPT provided an existential threat that had the potential to eat into Google’s market share. When Bing started incorporating it into its search results, it was one of the most significant wins for Bing in a decade. In combination with threats from TikTok, Reddit, and Amazon, we see a more fractured search landscape less dominated by Google. Upon its launch, the expectation was that Google would push its SGE solution globally, impact most queries, and massively shake up organic search results and strategies to improve organic visibility.

Advertisement

Now, industry leaders are starting to question if Google is better off leaving SGE in the testing ground in Google labs. According to Google’s recent update, it appears that SGE will remain an opt-in experience in Google Labs (for at least the short term). If SGE was released, there could be a fundamental reset in understanding SEO. Everything from organic traffic to optimization tactics to tracking tools would need adjustments for the new experience. Therefore, the prospect of SGE staying in Google Labs is comforting if not entirely reliable. 

The ever-present option is that Google can change its mind at any point and push SGE out broadly as part of its standard search experience. For this reason, we see value in learning from our observations with SGE and continuing to stay on top of the experience.

SGE User Experience and Operational Challenges

If you’ve signed up for search labs and have been experimenting with SGE for a while, you know firsthand there are various issues that Google should address before rolling it out broadly to the public.

At a high level, these issues fall into two broad categories including user experience issues and operational issues.

Below are some significant issues we’ve come across, with Google making notable progress in addressing certain ones, while others still require improvement:

  • Load time – Too many AI-generated answers take longer to load than a user is willing to wait. Google recommends less than a 3-second load time to meet expectations. They’ll need to figure out how to consistently return results quickly if they want to see a higher adoption rate.
  • Layout – The SGE layout is massive. We believe any major rollout will be more streamlined to make it a less intrusive experience for users and allow more visibility for ads, and if we’re lucky, organic results. Unfortunately, there is still a decent chance that organic results will move below the fold, especially on mobile devices. Recently, Google has incorporated more results where users are prompted to generate the AI result if they’d like to see it. The hope is Google makes this the default in the event of a broad rollout where users can generate an AI result if they want one instead of assuming that’s what a user would like to see. 
  • Redundancy – The AI result duplicates features from the map pack and quick answer results. 
  • Attribution – Due to user feedback, Google includes sources on several of their AI-powered overviews where you can see relevant web pages if there is an arrow next to the result. Currently, the best way to appear as one of these relevant pages is to be one of the top-ranked results, which is convenient from an optimization standpoint. Changes to how attribution and sourcing are handled could heavily impact organic strategies. 

 

On the operational side, Google also faces significant hurdles to making SGE a viable product for its traditional search product. The biggest obstacle appears to be making the cost associated with the technology worth the business outcomes it provides. If this was a necessary investment to maintain market share, Google might be willing to eat the cost, but if their current position is relatively stable, Google doesn’t have much of an incentive to take on the additional cost burden of heavily leveraging generative AI while also presumably taking a hit to their ad revenue. Especially since slow user adoption doesn’t indicate this is something users are demanding at the moment.

Advertisement

While the current experience of SGE is including ads above the generative results now, the earliest iterations didn’t heavily feature sponsored ads. While they are now included, the current SGE layout would still significantly disrupt the ad experience we’re used to. During the Google I/O announcement, they made a statement to reassure advertisers they would be mindful of maintaining a distinct ad experience in search.  

“In this new generative experience, Search ads will continue to appear in dedicated ad slots throughout the page. And we’ll continue to uphold our commitment to ads transparency and making sure ads are distinguishable from organic search results” – Elizabeth Reid, VP, Search at Google

Google is trying to thread a delicate needle here of staying on the cutting edge with their search features, while trying not to upset their advertisers and needlessly hinder their own revenue stream. Roger Montti details more of the operational issues in a recent article digging into the surprising reasons SGE is stuck in Google Labs.

He lists three big problems that need to be solved before SGE will be integrated into the foreground of search:

  1. Large Language Models being inadequate as an information retrieval system
  2. The inefficiency and cost of transformer architecture
  3. Hallucinating (providing inaccurate answers)

 

Until SGE provides more user value and checks more boxes on the business sense side, the traditional search experience is here to stay. Unfortunately, we don’t know when or if Google will ever feel confident they’ve addressed all of these concerns, so we’ll need to stay prepared for change.

Experts Chime in on Search Generative Experience

Our team has been actively engaging with SGE, here’s a closer look at their thoughts and opinions on the experience so far:

Advertisement

“With SGE still in its early stages, I’ve noticed consistent changes in how the generative results are produced and weaved naturally into the SERPs. Because of this, I feel it is imperative to stay on top of these on-going changes to ensure we can continue to educate our clients on what to expect when SGE is officially incorporated into our everyday lives. Although an official launch date is currently unknown, I believe proactively testing various prompt types and recording our learnings is important to prepare our clients for this next evolution of Google search.” – Jon Pagano, SEO Sr. Specialist at Tinuiti

“It’s been exciting to watch SGE grow through different variations over the last year, but like other AI solutions its potential still outweighs its functionality and usefulness. What’s interesting to see is that SGE doesn’t just cite its sources of information, but also provides an enhanced preview of each webpage referenced. This presents a unique organic opportunity where previously untouchable top 10 rankings are far more accessible to the average website. Time will tell what the top ranking factors for SGE are, but verifiable content with strong E-E-A-T signals will be imperative. –Kate Fischer, SEO Specialist at Tinuiti

“Traditionally, AI tools were very good at analytical tasks. With the rise of ChatGPT, users can have long-form, multi-question conversations not yet available in search results. When, not if, released, Google’s Generative Experience will transform how we view AI and search. Because there are so many unknowns, some of the most impactful ways we prepare our clients are to discover and develop SEO strategies that AI tools can’t directly disrupt, like mid to low funnel content.” – Brandon Miller, SEO Specialist at Tinuiti

“SGE is going to make a huge impact on the ecommerce industry by changing the way users interact with the search results. Improved shopping experience will allow users to compare products, price match, and read reviews in order to make it quicker and easier for a user to find the best deals and purchase. Although this leads to more competitive results, it also improves organic visibility and expands our product reach. It is more important than ever to ensure all elements of a page are uniquely and specifically optimized for search. With the SGE updates expected to continue to impact search results, the best way to stay ahead is by focusing on strong user focused content and detailed product page optimizations.”  – Kellie Daley, SEO Sr. Specialist at Tinuiti

Navigating the Clash of Trends

One of the most interesting aspects of the generative AI trend in search is that it appears to be in direct opposition to other recent trends.

Advertisement

One of the ways Google has historically evaluated the efficacy of its search ranking systems is through the manual review of quality raters. In their quality rater guidelines, raters were instructed to review for things like expertise, authority, and trustworthiness (EAT) in results to determine if Google results are providing users the information they deserve. 

In 2022, Google updated their search guidelines to include another ‘e’ in the form of experience (EEAT). In their words, Google wanted to better assess if the content a user was consuming was created by someone with, “a degree of experience, such as with actual use of a product, having actually visited a place or communicating what a person has experienced. There are some situations where really what you value most is content produced by someone who has firsthand, life experience on the topic at hand.” 

Generative AI results, while cutting-edge technology and wildly impressive in some cases, stand in direct opposition to the principles of E-E-A-T. That’s not to say that there’s no room for both in search, but Google will have to determine what it thinks users value more between these competing trends. The slow adoption of SGE could be an indication that a preference for human experience, expertise, authority, and trust is winning round one in this fight. 

Along these lines, Google is also diversifying its search results to cater to the format in which users get their information. This takes the form of their Perspectives Filter. Also announced at Google I/O 2023, the perspectives filter incorporates more video, image, and discussion board posts from places like TikTok, YouTube, Reddit, and Quora. Once again, this trend shows the emphasis and value searchers place on experience and perspective. Users value individual experience over the impersonal conveyance of information. AI will never have these two things, even if it can provide a convincing imitation.

The current iteration of SGE seems to go too far in dismissing these trends in favor of generative AI. It’s an interesting challenge Google faces. If they don’t determine the prevailing trend correctly, veering too far in one direction can push more market share to ChatGPT or platforms like YouTube and TikTok.

Final Thoughts

The range of outcomes remains broad and fascinating for SGE. We can see this developing in different ways, and prognostication offers little value, but it’s invaluable to know the potential outcomes and prepare for as many of them as possible.

Advertisement

It’s critical that you or your search agency be interacting and experimenting with SGE because:

  • The format and results will most likely continue to see significant changes
  • This space moves quickly and it’s easy to fall behind
  • Google may fix all of the issues with SGE and decide to push it live, changing the landscape of search overnight
  • SGE experiments could inform other AI elements incorporated into the search experience

 

Ultimately, optimizing for the specific SGE experience we see now is less important because we know it will inevitably continue changing. We see more value in recognizing the trends and problems Google is trying to solve with this technology. With how quickly this space moves, any specifics mentioned in this article could be outdated in a week. That’s why focusing on intention and process is important at this stage of the game.

By understanding the future needs and wants SGE is attempting to address, we can help you future-proof your search strategies as much as possible. To some extent we’re always at the whims of the algorithm, but by maintaining a user-centric approach, you can make your customers happy, regardless of how they find you.

Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address
Continue Reading

MARKETING

Here’s Optimizely’s Automatic Sample Ratio Mismatch Detection

Published

on

Here's Optimizely’s Automatic Sample Ratio Mismatch Detection

Optimizely Experiment’s automatic sample ratio mismatch (SRM) detection delivers peace of mind to experimenters. It reduces a user’s exposure time to bad experiences by rapidly detecting any experiment deterioration.

This deterioration is caused by unexpected imbalances of visitors to a variation in an experiment. Most importantly, this auto SRM detection empowers product managers, marketers, engineers, and experimentation teams to confidently launch more experiments. 

How Optimizely Experiment’s stats engine and automatic sample rate mismatch detection work together

The sample ratio mismatch actslike the bouncer at the door who has a mechanical counter, checking guests’ tickets (users) and telling them which room they get to party in.

Stats engine is like the party host who is always checking the vibes (behavior) of the guests as people come into the room.

Advertisement

If SRM does its job right, then stats engine can confidently tell which party room is better and direct more traffic to the winning variation (the better party) sooner.

Why would I want Optimizely Experiment’s SRM detection?

It’s equally important to ensure Optimizely Experiment users know their experiment results are trustworthy and have the tools to understand what an imbalance can mean for their results and how to prevent it.

Uniquely, Optimizely Experiment goes further by combining the power of automatic visitor imbalance detection with an insightful experiment health indicator. This experiment health indicator plays double duty by letting our customers know when all is well and there is no imbalance present.

Then, when just-in-time insight is needed to protect your business decisions, Optimizely also delivers just-in-time alerts that help our customers recognize the severity of, diagnose, and recover from errors.

Why should I care about sample ratio mismatch (SRM)?

Just like a fever is a symptom of many illnesses, a SRM is a symptom of a variety of data quality issues. Ignoring a SRM without knowing the root cause may result in a bad feature appearing to be good and being shipped out to users, or vice versa. Finding an experiment with an unknown source of traffic imbalance lets you turn it off quickly and reduce the blast radius.

Then what is the connection between a “mismatch” and “sample ratio”?

When we get ready to launch an experiment, we assign a traffic split of users for Optimizely Experiment to distribute to each variation. We expect the assigned traffic split to reasonably match up with the actual traffic split in a live experiment. An experiment is exposed to an SRM imbalance when there is a statistically significant difference between the expected and the actual assigned traffic splits of visitors to an experiment’s variations.

Advertisement
1. A mismatch doesn’t mean an imperfect match

Remember: A bonified imbalance requires a statistically significant result of the difference in visitors. Don’t expect a picture-perfect, identical, exact match of the launch-day traffic split to your in-production traffic split. There will always be some ever-so-slight deviation.

Not every traffic disparity automatically signifies that an experiment is useless. Because Optimizely deeply values our customers’ time and energy, we developed a new statistical test that continuously monitors experiment results and detects harmful SRMs as early as possible. All while still controlling for crying wolf over false positives (AKA when we conclude there is a surprising difference between a test variation and the baseline when there is no real difference). 

2. Going under the hood of Optimizely Experiment’s SRM detection algorithm

Optimizely Experiment’s automatic SRM detection feature employs a sequential Bayesian multinomial test (say that 5 times fast!), named sequential sample ratio mismatch. Optimizely statisticians Michael Lindon and Alen Malek pioneered this method, and it is a new contribution to the field of Sequential Statistics. Optimizely Experiment’s sample ratio mismatch detection harmonizes sequential and Bayesian methodologies by continuously checking traffic counts and testing for any significant imbalance in a variation’s visitor counts. The algorithm’s construction is Bayesian inspired to account for an experiment’s optional stopping and continuation while delivering sequential guarantees of Type-I error probabilities.

3. Beware of chi-eap alternatives!

The most popular freely available SRM calculators employ the chi-square test. We highly recommend a careful review of the mechanics of chi-square testing. The main issue with the chi-squared method is that problems are discovered only after collecting all the data. This is arguably far too late and goes against why most clients want SRM detention in the first place. In our blog post “A better way to test for sample ratio mismatches (or why I don’t use a chi-squared test)”, we go deeper into chi-square mechanics and how what we built accounts for the gaps left behind by the alternatives.

Common causes of an SRM  

1. Redirects & Delays

A SRM usually results from some visitors closing out and leaving the page before the redirect finishes executing. Because we only send the decision events once they arrive on the page and Optimizely Experiment loads, we can’t count these visitors in our results page unless they return at some point and send an event to Optimizely Experiment.

A SRM can emerge in the case of anything that would cause Optimizely Experiment’s event calls to delay or not fire, such as variation code changes. It also occurs when redirect experiments shuttle visitors to a different domain. This occurrence is exacerbated by slow connection times.

Advertisement
2. Force-bucketing

If a user first gets bucketed in the experiment and then that decision is used to force-bucket them in a subsequent experiment, then the results of that subsequent experiment will become imbalanced.

Here’s an example:

Variation A provides a wildly different user experience than Variation B.

Visitors bucketed into Variation A have a great experience, and many of them continue to log in and land into the subsequent experiment where they’re force-bucketed into Variation A.

But, visitors who were bucketed into Variation B aren’t having a good experience. Only a few users log in and land into a subsequent experiment where they will be force-bucketed into Variation B.

Well, now you have many more visitors in Variation A than in Variation B.

Advertisement
3. Site has its own redirects

Some sites have their own redirects (for example, 301s) that, combined with our redirects, can result in a visitor landing on a page without the snippet. This causes pending decision events to get locked in localStorage and Optimizely Experiment never receives or counts them.

4. Hold/send events API calls are housed outside of the snippet

Some users include hold/send events in project JS. However, others include it in other scripts on the page, such as in vendor bundles or analytics tracking scripts. This represents another script that must be properly loaded for the decisions to fire appropriately. Implementation or loading rates may differ across variations, particularly in the case of redirects.

Interested?  

If you’re already an Optimizely Experiment customer and you’d like to learn more about how automatic SRM detection benefits your A/B tests, check out our knowledge base documentation:

For further details you can always reach out to your customer success manager but do take a moment to review our documentation first!

If you’re not a customer, get started with us here! 

And if you’d like to dig deeper into the engine that powers Optimizely experimentation, you can check out our page faster decisions you can trust for digital experimentation. 

Advertisement

Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address
Continue Reading

MARKETING

How to Use Email Marketing Automation to Encourage SaaS Adoption

Published

on

How to Use Email Marketing Automation to Encourage SaaS Adoption

SaaS adoption refers to the process that earns your product a permanent place in your user’s workflow. This happens when you empower your audience to extract useful value from your solutions.

Email, a tried and tested communication tool, plays an essential role in helping brands relay their product’s value to their customers and educate them on how to make the most of it.

However, smaller teams might find themselves at a crossroads, balancing the need for personalized communication with the scale of their user base

Email marketing automation offers a practical solution by ensuring that each message is tailored and timely, yet sent out with minimal manual effort.

In this article, let’s look at five tips that will help you build robust email marketing automation that will motivate your audience to adopt your tool and make it a part of their daily lives.

Advertisement

1. Segment your audience

Audience segmentation is crucial for personalizing your emails, which in turn, can significantly boost SaaS product adoption. Remember, a message that resonates with one segment might not strike a chord with another.

The key to effective segmentation is understanding where each customer is in their journey. Are they new subscribers, active users, or perhaps at the brink of churning?

Here are some actionable steps to segment your audience effectively:

  1.  Analyze User Behavior: Look at how different users interact with your SaaS product. Are they frequent users, or do they log in sporadically? This insight can help you create segments like ‘active users’, ‘occasional users’, and ‘at-risk users’.
  2.  Utilize Sign-up Data: Leverage the information gathered during the sign-up process. This can include job roles, company size, or industry, which are excellent parameters for segmentation.
  3.  Monitor Engagement Levels: Keep an eye on how different segments interact with your emails. Are they opening, clicking, or ignoring your messages? This feedback will help you refine your segments and tailor your approach. Plus, consider setting up small business phone systems to enhance communication with your audience.

2. Create campaigns based on behavior

Sending behavior-based campaigns is pivotal in effective email marketing. By focusing on performance metrics such as open rates, click-through rates, and engagement times, you can gauge the effectiveness of your emails and adjust your strategy accordingly.

You can also use digital signage to entertain or make customers aware of something new – product or service, through a digital sign.

Different types of email campaigns serve various purposes:

  1. Educational Campaigns: These are designed to inform and enlighten your audience about their problem. They can include tips, best practices, and how-to guides. The goal here is to provide value and establish your brand as a thought leader in your industry.
  2. Interactive Campaigns: These campaigns encourage user engagement through surveys, quizzes, microblogging platforms, or feedback forms. They not only provide valuable insights into user preferences but also make the recipients feel heard and valued.
  3. Onboarding Campaigns: Targeted toward new users, these messages help them get the value they seek from your product as soon as possible. They can include step-by-step tutorials, video guides, or links to helpful resources.

4.Re-engagement Campaigns: Aimed at inactive users, these emails strive to reignite their interest in your SaaS product. They might include product updates, special offers, or reminders of the benefits they’re missing out on.

3. A/B test before deployment

Rather than pushing a new campaign to your entire audience as soon as you draft the emails, A/B testing helps you know whether your messages are any good.

Advertisement

Here are some best practices for A/B testing in email automation:

  1. Test One Variable at a Time: Whether it’s the subject line, email content, or call-to-action, change just one (or a couple) element per test. This clarity helps in pinpointing exactly what works and what doesn’t.
  2. Choose a Representative Sample: Ensure that the test group is a good mix of your target audience as a whole. This way, the results are more likely to reflect how your entire audience would react.
  3. Measure the Right Metrics: Depending on what you’re testing, focus on relevant metrics like open rates, click-through rates, or conversion rates. This will give you a clear picture of the impact of your changes. Along with these steps, it’s important to use an SPF checker to ensure your emails aren’t marked as spam and increase the deliverability rate.
  4. Use the Results to Inform Your Strategy: Once you have the results, don’t just stop at implementing the winning version. Analyze why it performed better and use these insights to inform your future campaigns.
  5. Don’t Rush the Process: Give your test enough time to gather significant data. Adopt comprehensive marketing reporting solutions that give you a clear picture of your campaigns’ efficacy.

4. Leverage email templates

When managing multiple email automation campaigns, each with potentially dozens of emails, the task of creating each one from scratch can be daunting. Not to mention, if you have multiple writers on board, there’s a risk of inconsistency in tone, style, and branding.

Email templates are your secret weapon for maintaining consistency and saving time. They provide a standardized framework that can be easily customized for different campaigns and purposes.

They are also a great way to communicate with your customers. Another way to communicate efficiently with your customer is through best small business phone systems, which is especially efficient when conveying information about your product or service.

Here’s a rundown of various types of templates you should consider having:

  1. Welcome: For greeting new subscribers or users. It should be warm, inviting, and informative, setting the tone for future communications.
  2. Educational Content: Used for sharing tips, guides, and resources. If you are making this template to introduce online GCSE physics tutor services that you provide, you should be clear, concise, and focused on delivering value in your template.
  3. Promotional: For announcing new features, offers, or services. It should be eye-catching and persuasive without being overly salesy.
  4. Feedback Request: Designed to solicit user feedback. This template should be engaging and make it easy for recipients to respond.
  5. Re-engagement: Aimed at rekindling interest among inactive users. It should be attention-grabbing and remind them of what they’re missing.
  6. Event Invitation: For webinars, workshops, or other events. This should be exciting and informative, providing all the necessary details.

5. Use a tool that works for you

Email is more than just a marketing platform; it’s a multifaceted tool that can drive customer engagement, support, and retention. Given its versatility, it’s crucial to choose the right email automation tool that aligns with your specific needs.

When selecting an email automation tool, consider these key features:

  1. Intuitive Interface: Even your non-technical team members should find it easy to use.
  2. Robust Segmentation Capabilities: The tool must offer advanced segmentation options to target your emails accurately.
  3. A/B Testing Functionality: Essential for optimizing your email campaigns.
  4. Integration with Other Tools: Look for a tool that integrates seamlessly with your CRM, analytics, and other marketing platforms. Additionally, integrating a multilingual translation support can further enhance the tool’s versatility, allowing you to reach a diverse audience with tailored content in their preferred languages.

Popular tools like Mailchimp and ActiveCampaign offer free trials which are great for brands to take these for a spin before making a choice.

Wrapping up

Leveraging email automation makes it easier for SaaS brands to market their solutions to their audience and ultimately increase adoption rates.

Advertisement

Segmenting audiences, creating messages based on their behavior, testing emails before setting campaigns live, utilizing templates for speed and consistency, and adopting a tool that you are comfortable working with are essential email marketing automation tips to help you get started on the right foot.

Source link

Keep an eye on what we are doing
Be the first to get latest updates and exclusive content straight to your email inbox.
We promise not to spam you. You can unsubscribe at any time.
Invalid email address
Continue Reading

Trending

Follow by Email
RSS