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What is a Project Charter? The Complete Guide

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What is a Project Charter? The Complete Guide

Project charters provide a guiding light for any new initiative. So, whether you work as a project manager or operations professional, you’ll need to become a pro at writing these documents.

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Besides providing you with the authorization to begin projects, project charters help you sell your project’s viability to stakeholders. This document will also help get your entire team on board with your plans and deadlines.

In this guide, we’ll explore everything you need to know about project charters. We’ll cover:

The Benefits of Creating Project Charters

“The project charter is such an important document that a project cannot be started without one,” says Rita Mulcahy, a renowned project manager, trainer, and author. This document can keep your team on track to achieve your project objectives on deadline.

Here are other benefits of creating a well-written project charter:

  • You’ll decide on a project budget.
  • You can define the project outcome.
  • You’ll avoid scope creep and meet your deadlines.
  • You can get stakeholders’ buy-in for your project.
  • You can set the expected start and end dates of the project.
  • You can clearly explain how your project goals align with organizational objectives.

Next, we’ll explore best practices for writing a project charter.

How to Write a Project Charter

When writing your project management charter, it’s important to get it right from the onset. “You shouldn’t change a project charter after its approval,” says Mary Beth Imbarrato, author of The Project Roadmap. Last-minute changes can make stakeholders question the project’s feasibility.

This step-by-step guide will help you write a great project charter from the get-go.

1. Gather insights from your project team.

Talking to your team members is essential when creating project charters. Your colleagues can help you set realistic project timelines. They can also help you uncover the goals, scope, and risk mitigation plans for the project.

“You should set aside time for your team members to discuss the project, how they want to approach it, and what’s their current bandwidth,” says Will Yang, Head of Growth at Instrumentl. “Doing this ensures your project team is on the same page.”

2. Store the charter in a central location.

To foster collaboration, store your project charter in a central hub so team members can comment on and edit it.

This gives everyone a sense of ownership of the project. Programs like Google Drive and Dropbox offer co-editing capabilities.

3. Keep the project charter brief.

You may be tempted to capture every detail in your project charter. But remember: You should go in-depth in your project planning document, not in the project charter.

“Stakeholders won’t have the time to read a verbose 15 pages charter because they have other priorities,” advises Konstandinos Christofakis, head of marketing at ULTATEL. “That’s why charters should be a high-level overview of projects, remain short enough to be useful, and long enough to be valuable.”

If information is digestible, the chances of project approval rise, according to Christofakis.

4. Add visuals to your charter.

Using images or design elements can help improve the readability of your project charter and keep your document brief.

For instance, if you want to outline a lengthy communication plan or milestone in your charter, a Gantt chart can help. These charts also stand out in the project charter, allowing team members to reference them easily.

Project charter timeline example

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5. Create a project charter template.

Have you written a project charter in the past? Or perhaps the document you just completed is a masterpiece. Turn these documents into templates that you can use in the future.

Having a template for your project management charter helps you save time and maintain consistency in the future. This approach to project charters also ensures you don’t skip important elements in your document.

Pro tip: If you don’t already have a template, you can browse options online. HubSpot offers a free project charter template that you can download at any time.

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Now that you know the basics of creating project management charters, let’s go over the anatomy of a project charter.

The Anatomy of a Project Management Charter

After developing a project charter, project managers send them to the project sponsor to get approval. A sponsor may include the government, individual financier, or top management of the organization executing the project.

Here are the elements your project charter needs to get approval from sponsors.

1. Project Objective

The project objective is the high-level reason for undertaking the project. Tying objectives to your company goals is a brilliant way to pique stakeholders’ interest in your project.

Pro tip: Use the SMART framework to make your goals Specific, Measurable, Achievable, Realistic, and Time-bound.

2. Project Overview

Your project overview goes into greater detail about the timeline and ownership of a project. This section outlines details like the project name, project sponsor, project Manager, expected start and completion dates, and estimated budget.

Pro tip: Add a table to your project overview. This makes information skimmable and easy to find.

Project charter overview template, HubSpot

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3. Project Deliverables

This is a list of the services or products the project team will provide to stakeholders. Be clear on what your team is delivering to avoid any disagreements that’ll make you extend your deadline.

4. Project Scope

The project scope explains the boundaries of the project. While PMs typically write detailed project scopes, keeping it brief in the project charter is a best practice. Why? You can create a detailed scope statement in the project planning phase.

5. Project Stakeholders

This is a list of the names and responsibilities of the parties involved with a project. Stating who’s responsible for different tasks holds your team members accountable.

6. Project Risks

Outlining the risks to a project will help you identify blockers to the success of your project and their potential impact. Doing this enables you to devise risk mitigation strategies.

Pro tip: Create a table of potential risks. Be sure to explain why the risk poses a threat to your project and the mitigation strategies you plan to enact.

Project charter risk template, HubSpot

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7. Project Resources

Always create a list of resources your project will need. And that’s not just money. Your resources should include team members, facilities, equipment, and other essential items which are critical to the success of your project. This helps you account for everything you need to take the project to the finish line.

Project charter resources template, HubSpot

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Project Charter Examples

1. Project Management Charter for Lean Six Sigma

project charter example, lean six sigma

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This sample project charter follows the Lean Six Sigma format, one methodology for project management. Teams that already use this framework may opt to structure their project charter in this way.

What we like: The Lean Six Sigma project charter offers a clear scope of work. Project goals also follow the SMART framework, making how the project will benefit the company extremely clear.

Project charter limitations: While this charter outlines key information, including the project goal and problem statement, some key information is missing. The process owner didn’t state the project costs or risks. If you emulate this format, be sure to include this information.

2. Project Management Charter for Website Redesign

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In this project charter, the University of Guelph explores exactly what its web team must do to redesign the school’s library website. That includes all of the necessary stakeholders and who’s owning the project.

What we like: This project has a well-defined scope and timeline. Sponsors know exactly who is working on what and when.

Project charter limitations: While this project explores the risks associated with the project, mitigation plans would improve this section of the document.

Mistakes to Avoid When Creating Project Management Charters

1. Missing a Clear Purpose Statement

Every project should have a clear goal and purpose. But sometimes, the primary objective becomes unclear. To combat this, apply the illusory truth effect, which states the use of repeated information increases understanding.

Lauren Carter, principal consultant at Lauren Ashley Consulting, says she uses this strategy to help her team remember the purpose of projects. In Lauren’s words:

“Project members often lose the ‘North Star’ in the thick of the work. One effective way I prevent this is by having a clear purpose statement in the charter, which I repeat in several ways throughout the project’s lifecycle.”

“This can be as a header on project documents, putting it at the top of timelines or charts, or using it as a metric against which you evaluate planned and unplanned activities that arise.”

2. Creating a Charter Mid-project

Project charters should kick off your initiative. Writing this document halfway through can lead to scope creep, ill-defined responsibilities, and confusion.

“Changing the project charter after initiation and planning means you’ll have to review any work you’ve completed and even rework some completed tasks,” says Mary Beth Imbarrato, a 25-year veteran in the project management industry.

She adds, “This can lead to delays, elevated costs, and create more project risks.”

Mary Beth also says changes to the charter may impact how team members view a project. The result? Reduced commitment and engagement.

The bottom line: Creating the charter before starting the project will help you avoid scope creep, prevent wasted time by redoing work, and keep extra risks to your project at bay.

3. Ignoring Your Company’s Project Charter Template

Using existing project charters as templates can save you time and ensure consistency.

Instead of creating new charters from scratch, request a sample of a completed charter document the company liked and use it as your template. This template will help you understand how your organization prefers to present ideas, allowing you to follow suit and begin projects on the right foot.

Start New Project Without Missteps

A well-thought-out charter is a roadmap for achieving your project objectives in record time.

Get started by gathering input from your team and creating a project charter that will get the green light from stakeholders.

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11 Email Marketing Design Tips to Drive More Revenue

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11 Email Marketing Design Tips to Drive More Revenue

When you think about what factors and processes are needed to get the most out of your email marketing campaigns, you might consider these first: more sophisticated personalization, leveraging first-party data more effectively, or more precise targeting and timing. 

While those are all important, there’s another more fundamental aspect of email marketing that’s just as critical to success: email design. 

With more than 333 billion emails sent and received every day, and adults logging more screen time than ever before, it’s never been more crucial to have well-designed emails that can quickly cut through the overflowing inbox clutter, capture recipients’ attention and compel them to take the desired action. 

Whether you’re looking to supercharge your email newsletter or inject new life into your lifecycle email campaign strategy, here are 11 email design tips and examples that can drive site traffic, purchase intent, conversions and revenue.

“All aspects of email design – including accessibility, readability, layout and responsiveness – have a huge impact on open rates and conversions. In reality, email marketing design is the gatekeeper to campaign success.”

Samantha McGrady, Tinuiti Strategist, Lifecycle Marketing

 

Essential Elements of an Email

 
You might not consider all these quote-unquote “design” components, but they all play a central role in how an email is perceived and consumed. 

  • Subject line
  • Pre-header text
  • Header/headline
  • Logo
  • Color scheme
  • Images
  • Body copy
  • CTA(s)
  • Signature and footer
  • Unsubscribe button

 

The Eleven Keys to Effective Email Design

 
All elements of an email come together to create an overall design. Whether that design is cohesive or advances the objectives of the email depends on how well the individual elements are executed. Here are 11 tips for making email design work for you.
 

1. Responsive Designs Pay Off

 
Mobile-friendly email design is a must. While the exact percentage of emails opened on mobile devices like smartphones and tablets vary by source, it’s estimated that over half of all emails are accessed on mobile. That means ensuring an email displays correctly and can be read easily across devices, screens and resolutions are essential. If an email displays poorly, it’s likely to be deleted in under three seconds

Utilizing a responsive email template will automatically adjust your email to fit the screen it’s being viewed on, whether that’s a desktop, laptop, smartphone or tablet. Most drag-and-drop email builders feature built-in responsive design templates, but you’ll also want to keep mobile formatting in mind when considering image size and the length of copy blocks within the email.  
 

2. Keep Accessibility Top-of-Mind

 
One key aspect of email design that goes hand-in-hand with responsiveness is accessibility. Accessibility refers to an email’s ability to be received and understood by persons with disabilities or using assistive devices. So just as responsive design ensures that emails can be accessed across device formats, good accessibility practices preserve an email’s usability regardless of the recipient’s circumstances.

An accessible email will have a logical flow and high readability in terms of descriptive subject lines, links and headers, and larger and well-spaced typefaces. It will also use high color contrast and utilize alt-text liberally. Perhaps most importantly, an accessible email will not lean too heavily on visuals or hide information in images, as adaptive tools like screen readers can struggle to convert them.  

Keeping accessibility top-of-mind is important for reaching the maximum percentage of your subscribers or target audiences and contributes to good overall email marketing usability.
 

3. Customize Your Pre-Header Text

 
Pre-header text used to be an afterthought, and many marketers defaulted to the first few words of email body copy. Now, because of the way emails are displayed in mobile and desktop inboxes, pre-headers are widely recognized as the second-most important text element after the subject line. Pre-header text indicates to the reader what the email is about; it’s essentially a visible meta-description of the email. 

As such, the pre-header text should complement the subject line and reinforce the critical call-to-action within the email. It should, like the subject line, entice the recipient to open the email and keep reading while also reading while offering an informative preview of the email itself. And it needs to accomplish all of this concisely in an abbreviated space. 

Crafting a compelling subject and pre-header pair can feel like writing poetry, but getting it right can significantly impact open rates and conversions. 
 

4. Use an Effective Layout

 
The layout is the most recognizable aspect of email design and likely what most people think of first when considering the design elements of an email. Layout determines the flow of your content and the order in which your readers consume information. The most basic principles of email layout are maintaining organization and logical consistency, capturing attention through aesthetics, and manipulating the recipient’s eye where you want it to go.

  • Organization: In essence, this means establishing a clear visual hierarchy. Try to display the most important information and convey essential details early on (higher) in the email.
  • Aesthetics: incorporate white space to give your content breathing room and lend a more elevated look. Clutter and “walls” of text are difficult to read and lead to email abandonment. Instead, utilize negative space to accentuate key points and keep the recipient reading. 
  • Guiding the eye: Use directional cues to draw attention to the most essential part of your email. Effective layout templates leverage natural reading and eye movement patterns to focus the recipient on desired email elements. 

 
Many email templates use the following common layout patterns, each of which guides the reader’s attention in specific ways:

  • Z-pattern layouts place a zig-zag of content within the reader’s typical sight line, starting at the upper left corner. 
  • F-pattern layouts emphasize the left side of the email, inviting readers to return their eyes to that side for most information. 
  • Inverted pyramid layouts, perhaps the most familiar layout, load critical information at the top and create a visual funnel toward a CTA at the bottom.

 
These principles are laid out in the following two wireframe examples of common email layouts. Notice how both lean on the reading path of the human eye while maintaining a recognizable hierarchy and putting vital information up top:

two examples of email design template wireframes

Remember to rotate your design layout to avoid using the same framework repeatedly – otherwise, your emails will be perceived as stale by your subscribers.

 

5. Choose Colors Strategically

 
Color scheme is an essential element in any design, and emails are no exception. The right combination of colors – or the strategic limitation of a color palette – can elicit emotion, direct attention to important content, reinforce brand image or distinguish a single email from a series or campaign. 

There is plenty of room for experimentation with color in email marketing. Still, good general rules of thumb are to avoid clashing colors or using too wide a variety of colors, use bright colors sparingly, and stay consistent with color usage across branded marketing assets. And as with accessibility and responsiveness, it’s also important to consider how an email is being viewed; for example, if being read on a mobile device in “dark” mode, pure black text can appear illegible. 

It’s important to remember that color isn’t limited to graphical elements or iconography in the email; the text color used and dominant color in embedded images or photographs should also be considered. These colors should work in harmony to support your content, brand and the purpose of the email.
 

6. Use Clean and Clear Text

 
An organized layout and strategic use of color will go a long way toward making an email readable and effective. Ultimately, though, the information you want to communicate stems from the email copy itself. One hard and fast rule for text in an email is to be clear and concise

Remember the 333 billion emails sent and received last year? Your target audience received some of those, and they almost certainly didn’t read every word of every email they received. So many of those emails were probably never opened, thanks to poor subject lines.

Emails should draw the eye with an attractive design but be easy to skim. Get to the point quickly, or risk ending up in the trash.

 

example of clear and concise email marketing design from Hyperikon

 

When in doubt, follow these guidelines:

  • Maintain a good text-to-image ratio
  • Keep the headline to two lines or less
  • Keep text on a simple background so that it’s easy to read
  • Bold or highlight keywords or phrases

 

“Reduce the cognitive load. We really want to create our emails to be clean and concise.”

Sammi Nutsongtat, Klaviyo Design Specialist

Portrait of Sammi Nutsongtat
 

7. Treat Email as a Brand Opportunity

 
Of all the potential touchpoints a recipient might have with your brand, the email you just sent them is unlikely to be their first. That makes it very important to keep email design consistent with your overall brand design. 

Incorporating strong branding – not just a logo or a tagline, but brand-specific colors, imagery, typography and content tone – helps email recipients identify the message’s source and provides a more cohesive experience from the inbox to the landing page. That can reduce your bounce rate as users interact with your brand across different channels.

A good branding evaluation question to ask: If I removed our logo from these email designs, would our subscribers identify our company?

 

example of good branding in email design from Bryan Anthonys and Diff

 

Your brand’s identity tells your story, so it’s important to be conscious of your email branding. Branding should remain consistent across all channels, whether email-to-email or email-to-website. 
 

8. Your Typography Style Matters

 
Using a consistent typeface in email design can reinforce your brand image and identity, though, like color, there is some opportunity for experimentation. The most important thing to remember about typography is that it should be easy to read at a skimming pace and shouldn’t detract or add confusion to the message.

Emails can also contain more than one kind of typeface, for example, one font that looks better at a larger size for headers and another that looks cleaner for entire sentences of body copy. That said, too many different fonts in an email can make it hard to read. A limit of three fonts per email is a good common-sense rule. Again, a drag-and-drop email builder usually has several typeface options and suggestions for specific email elements or sections. 
 

9. Personalize Elements of Your Emails

 
Personalization is one of the dominant themes across the marketing and advertising industries right now, as technological advancements and the rise in importance of zero- and first-party customer data have made true one-to-one, brand-to-customer engagement possible. Email marketing, which was perhaps the first marketing vector to make widespread use of basic personalization (think mail merge and auto-filled salutation lines), can also incorporate more sophisticated personalization techniques – and should. 

The goal of personalization should be to make an email meaningful and valuable to the recipient. That means incorporating bespoke, custom content blocks based on customer data, including insights like purchase history or position in the customer lifecycle or buying journey. Narrow segmentation can help target specific customers, and personal touches like incorporating profile information or preferences can help humanize your brand and create stronger relationships.

In short, you should seize every opportunity to include more personalized elements in your emails.
 

10. Always Use a CTA

 
This might seem like email marketing 101, but no list of email marketing optimization tips would be complete without addressing calls to action or CTAs. Usually rendered graphically as a button, a good CTA should concisely describe the exact action the email reader can expect upon clicking and be placed at a point in the layout where the next step is logically implied. 

Effective CTAs typically appear at the bottom of a section in a contrasting color to the email’s overall color scheme. Multiple CTAs can be used – some research suggests that having more than one CTA increases click-through rates – but only where the natural progression of the content suggests they appear. As with many of the design tips presented here, CTAs should be used in a cohesive, consistent manner. 
 

11. Avoid Abrupt Design Changes

 
Consistency isn’t just important within an email; it’s also important across campaigns. Design shock, or suddenly presenting drastically different creative to an existing audience like your subscriber base, can impact the success of an individual email or an entire campaign.

When updating your email designs, consider rolling out the changes in an iterative fashion or testing the new creative out on a small group of subscribers before rolling it out to your entire audience.

 

example of avoiding email design shock from Ritual

 

As the example above illustrates, gradually transitioning to a new layout while keeping many other design elements consistent helps minimize the effect of design shock. Keep this in mind as you embark on new email campaigns or make universal changes to your email marketing approach.
 

How to Use A/B Testing to Improve Your Email Design

 
 You can put as much thought and preparation into email design as possible, and the email might still fall short of performance expectations. The only way to ensure a successful campaign and maximize conversions is to engage in A/B testing by sending slightly different versions of an email to distinct segments of your audience. It’s a straightforward process that many email platforms support, but sadly, nearly  42.9% of marketers don’t know what to test.

When assessing an email design’s impact on an audience, there are various things you can test to help drive higher clicks, conversions, or overall performance. These include:

  • Call to action button styling
  • Overall layout
  • Number of products featured
  • Lifestyle vs. product imagery
  • Cheeky vs. simple copy
  • Animation vs. static

 

Once you know what to test for and have identified what you’re trying to prove, run a few test emails to sample groups, isolating one variable at a time over a series of weeks. Evaluate which works best for reaching, resonating with, and converting the most recipients, and you’ll gradually improve your conversion rates.
 

Resources & Tools to Improve Your Email Design Game

 
There is no shortage of email design tools available to help you get the most out of your email marketing strategy. Some are full-service email-building platforms, while others are helpful stock image sites or graphics libraries. Here are a few of our favorites:
 

Klaviyo 

 
Klayvio is a well-established, full-service email marketing platform optimized for ecommerce and featuring sophisticated personalization tools. Klaviyo’s robust library of customizable, responsive templates, support for A/B testing, and dynamic content capabilities can help users of all levels put email design optimization tips into action.
 

Tinuiti Performance Creative 

 
Need a more comprehensive and data-driven approach to email and lifecycle marketing? Our own Performance Creative offering is based on moments that matter and features integration with multiple channels and touchpoints throughout the customer journey.
 

Adobe Stock

 
It’s perhaps unsurprising that one of the biggest names in design software also has one of the most robust stock image catalogs available. Adobe Stock allows users to search for specific image types or browse by category, ensuring you’ll find the perfect photos or images for your email campaign.
 

Figma

 
Any design process – including email design – can be collaborative. Figma provides a platform to facilitate that collaboration that includes several email-specific features, including a library of visual assets teams can build themselves.
 

Final Thoughts

 
Design is a central aspect of email marketing performance, and getting it right can be the difference between a positive ROI campaign and a forgettable brand encounter. You can probably think of several marketing emails in your inbox that slapped a basic template together with uninspiring (and uninspired!) copy and called it a day. Or maybe not, because you deleted them without getting past the subject line. 

Your email campaigns can help solidify customer relationships and prospects through accessible designs that embrace solid layout principles, on-brand typography and images, a concise and catchy subject and pre-header, logical CTAs and compelling copy.  You’ll ultimately generate more opens, leads, conversions and revenue for your company, too.

Editor’s Note: This post was originally published by Greg Swan in August 2019 and has been updated for freshness, accuracy, and comprehensiveness.

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How to choose a content marketing automation platform

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How to choose a content marketing automation platform



A 1917 poster says in bold capital letters: “I WANT YOU FOR THE U.S. ARMY,” along with the famous image of Uncle Sam pointing at the viewer.

In 1917, most advertising was blunt and direct, but in the following 100+ years, consumers have become desensitized to typical marketing strategies. As a result, companies have turned to new forms of marketing to reach their audience.

One of these forms of marketing is content marketing: an indirect type of advertising that delivers blog posts, podcasts, and other forms of content to indirectly market a brand to consumers. Today, businesses can automate many aspects of content marketing, and choosing the right platform for content marketing automation unlocks new efficiencies and return on investment for companies.

Key takeaways:

  • Content marketing is a powerful way to reach customers by providing value through content.
  • Automation makes content marketing efficient and convenient.
  • Optimizely can help you take your content management to the next level.

What is content marketing?

Content marketing is a new strategy for reaching potential customers by delivering content they want to consume. Content marketing improves the brand’s image by providing useful or entertaining content which builds goodwill and brand recognition among potential customers.

Content marketing takes many forms: podcasts, digital video, webinars, articles, infographics and more. Creating and delivering quality content is difficult because it must deliver on multiple levels: it must be useful, entertaining and informative, but it must also inspire confidence and credibility. In other words, quality content marketing must be both good content and marketing material.

Why would a company spend its marketing dollars on content marketing instead of more direct forms of advertising? There are several reasons content marketing is a good choice for companies:

  • Content marketing improves organic reach by delivering content that customers want to consume. This can range from entertainment like TikTok videos or online quizzes to more serious informative content like how-to guides and video conferences.
  • Content marketing inspires confidence in your brand by establishing your company as an expert and key player in your industry.
  • Content marketing improves goodwill by delivering personable, relatable content that meets customers where they’re at. Rather than trying to make customers interested in your company directly, content marketing capitalizes on the things your customer is already interested in.

image source

 

How to automate content marketing

AI can’t host a podcast or present a webinar (at least not yet), but automation plays an important role in content marketing.

Social media

Social media is one of the largest opportunities for marketers. Social media is the second largest market within the world of digital advertising, second only to search marketing. Content marketing is uniquely poised to cover both categories as it can optimize content for organic search results and social media sharing.

This is where automation comes into the picture: automation can’t take over your social media presence for you, but it can take on some of the most tedious and error-prone aspects of your digital presence. Some key ways you can automate your social media content marketing are by scheduling posts, connecting various social media platforms to publish content on multiple platforms at once, regularly sharing your content, automatically promoting content and more.

Recently, AI has taken significant steps forward in Natural Language Processing (NLP), which makes AI chatbots a powerful way to connect with users on social media platforms (as well as on your platform).

 

Email marketing

A fan of the television show Arrested Development would finish the phrase “The money is in the…” with “banana stand,” but experienced marketers know that the right answer is “the money is in the list.”

This popular phrase refers to the fact that email marketing is one of the most important aspects of a marketing plan, and a longer list of quality leads is one of the most reliable ways to grow sales. Email newsletters are one of the most popular forms of content marketing but sending email after email is a tedious and treacherous process as it creates limitless opportunities for human error.

Automation revolutionizes email marketing by automatically sending emails. With a customer relationship management platform, email automation can automatically send emails based on milestones and timelines and personalize emails based on the customer’s name and history. This level of personalization is difficult for small businesses and impossible for large ones, but with automation, it’s straightforward and convenient.

image source

 

Tracking performance 

One of the keys to marketing automation is tracking marketing communication performance. Marketers should be performing A/B testing to see which campaigns perform the best and merit further expansion, but tangibly measuring the outcome of these tests is difficult without the right tools.

Automation helps companies track the performance of their content marketing by collecting data from various platforms, bringing it all into one convenient place and providing metrics about the traffic and conversions coming from each piece of content. 

Features of the right content marketing platform

Harnessing the value of these powerful automation options requires a quality content marketing platform. The right platform should include some qualities that maximize its usefulness.

  • Flexibility. One of the essential functions of automation is the ability to share content on multiple platforms simultaneously. While this is already a powerful option, it becomes more powerful with a headless API that empowers you to deliver content on various platforms.
  • Personalization. 71% of consumers expect companies to deliver personalized interactions, and 76% become frustrated when companies don’t personalize their communications. The right content marketing platform makes personalization second nature with robust personalization tools that go beyond copy-and-pasting names. Content marketing platforms like Optimizely target personalized digital experiences to dynamic customer segments.
  • Capacity. Your business has unique needs, and your content platform shouldn’t hold you back. Rather than making your job harder, the right content marketing platform makes your job easier by offering a wide range of options and high-capacity storage for all your needs.

When it comes to content management, Optimizely is an industry leader. Optimizely’s advanced tools range from A/B testing, e-commerce support and headless digital experience management.

To learn how Optimizely can help you harness the power of automation and revolutionize your content marketing, request a meeting today to start the next chapter of your marketing journey.


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Skills to Look for in a Freelance Software Developer

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Skills to Look for in a Freelance Software Developer

According to Statista, the number of software developers around the globe is expected to increase to 28.7 million by 2024.

Freelance software developers benefit companies because of the ease and speed with which they can be onboarded and used as project-specific resources. This blog will answer the most asked concerns about using contract services.

Benefits of Hiring Freelance Software Developers

When hiring a freelancer, your first expectation is impeccable skills and expertise, followed closely by cost savings, or vice versa. Here are the most popular reasons why companies choose to hire freelance talent.

Cost-efficiency

Full-time employees cost an organisation a salary, as well as added investments in training, equipment, perks, overheads of utilities and rented space, and benefits such as healthcare and social security.

Freelancers work remotely using personal resources; businesses reduce investments without losing quality.

Reduced Risk

Businesses reduce financial risk by working with freelancers on an hourly, monthly, or project basis. Setting a clearly worded contract that the freelance software developer agrees to and signs, mitigates financial risk and clearly stipulates ownership of intellectual property.

Expertise

Freelancers with niche expertise such as software development company in London, provide companies with the best talents for their projects. Hiring freelancers for different projects allows businesses to match the varying demands of each project, streamlines workflows and ensures productivity.

Global Talent

Businesses choose professional freelancers expecting them to complete any given task with minimum input from the organization. You can access talent from across the globe on platforms such as UpWork, People Per Hour, Fiverr, and Toptal, amongst others. Client reviews on such portals help in assessing proficiency and expertise.

Work Quality

A freelancer is as good as her or his portfolio. Successful freelancers achieve credibility by building long-term relationships and providing consistent quality. Freelancer work depends on referrals and good reviews, hence a potential contract employee’s work portfolio, and reviews showcase their abilities.

Skills of A High-Quality Freelance Software Developer

The first criterion for hiring a developer for your project is knowing what skill sets are needed. List your project specifications to customise your search and determine the expertise required for the project. Freelance developers may work on web development (front-end, back-end, or full-stack developers) or mobile application development.

Front-end freelance developers

Front-end software developers design websites and web applications and manage the graphical interface of websites. They use HTML, CSS, and JavaScript, and technologies like Foundation, AngularJS, Bootstrap, Backbone, DOM, and EmberJS to create layouts and graphics.

Back-end freelance developers

Back-end developers handle server-side processes such as website security, speed, databases, servers, application logic, and APIs. Back-end developers are typically skilled in Java, Python, and PHP, as well as SQL, Git, HTML, CSS, and JavaScript.

Full-stack freelance developers

Full-stack freelance developers handle both the front and back ends of the website. They are responsible for everything from project planning to website coding. Front-end frameworks include HTML, CSS, and JavaScript, and backends employ NodeJS, ExpressJS, Django, Flask, and C++. Full stack programmers manage database systems (such as SQL SERVER, MySQL, PostgreSQL, MongoDB, and Oracle Database), version control, and web hosting.

Mobile app developers

Mobile app developers develop, create, and test mobile applications for iOS and Android operating systems. Mobile app developers have programming language skills such as NodeJS, PHP, Python, or Ruby on Rails. They must also be proficient in back-end frameworks, database management and security, and hardware interaction. They need expertise in UI/UX design, security, and the Internet of things (IoT) for mobile devices.

How to Locate the Best Freelancers  Online

Talent portals such as Upwork, People Per Hour, and Fiverr showcase many talented freelance software developers. Here are steps on how to hire talent from an online opportunity marketplace.

Set a Hiring Budget

Look for similar job postings to learn what are the current hourly rates for the work you require. Define a reasonable budget. Beware that a freelance software developer may have higher hourly rates than regular employees.  

Clearly Define Project Requirements

Freelancers can be effective resources when you provide clear details about your project requirements. Be sure to mention the following

  • Allocated Budget
  • Payment terms
  • Project start and end dates
  • Clear job descriptions
  • Project expectations

Shortlist and Assess Freelance Software Developers

Top software developers typically work harder and achieve results because client reviews are essential to their ongoing success. The details you post make it easier for them to determine if they fit your requirements. Once you begin receiving qualified responses, choose according to their ratings and reviews, your interview process, and any sample project to build software and check their skills.

Six Factors to Consider when Hiring Freelance Sofware Developers

Hiring a freelancer revolves around their technical skills, certifications and education, attitude towards work, and ability to deliver results. Here are some crucial pointers to help you find the most appropriate fit for your project.

Technical Expertise

Freelancers must be able to handle the technical requirements of the project. They should be well-versed in software stacks, coding, development and task management software, version control tools, and deployment processes. Freelance software developers may charge more for specific technical abilities such as mobile app development, web development, or project rescues.

Experience

Freelancers who have worked on similar projects will have come across pain points and solutions. Any relevant experience enhances their expertise for your project and boosts their ability to strategise toward productive outcomes. Note that a freelancer’s experience typically increases their pay rate.

Cost

Experience and expertise increase a freelancer’s worth, but their services must provide value for your money. Knowing current hourly or project rates ensures that you are connecting with the right candidates. Freelancers that accept less payment may be new to the market and want to create a client base. Or, are choosing to supplement their income with multiple projects, which may reduce their work quality.

Professionalism

Education and certifications improve a freelancer’s pay scale, but they do not signal a freelancer’s abilities. The easiest way to gauge work ethic is from social proof such as client endorsements and their portfolio. A professional freelance software developer will openly share these details, with their client’s approval, of course.

Reliability

A reliable freelancer will have a long-standing client base, developed by consistent efforts and proven results. The more repeat customers a freelancer has, the better the chances of them being dependable. The following actions demonstrate the integrity of any freelance work and can be testified by customer reviews.

  • Following instructions
  • Regular updates
  • Quickly responding to queries
  • Willingly accepting critique
  • Meeting deadlines consistently

Location

One of the best features of acquiring freelance talent is access to global resources. Ensure that your communication skills match. Also, check that the culture and holidays in the freelancer’s location do not conflict with project development. Location can also affect fees, where freelancers in the USA charge the highest as compared to their Asian counterparts.

Conclusion

Finding and hiring the right freelance software developers is easy when you have the necessary checklists in place. Software development work is complex, make sure you are vetting your candidates carefully to get the best fit for your project. Good luck!

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