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Which is Best for You? [+Checklist]



Which is Best for You? [+Checklist]

Brands that aren’t constantly evolving run the risk of becoming outdated or irrelevant. Some of the most popular brands of today would not have made waves unless they had undergone rebrands or refreshes.

For example, Apple is an excellent example of successful rebranding. In the early 1990s, Apple was slowly dropping out of the computer market. Apple updated its iconic logo from the dated rainbow to a sleeker, monochrome look to signal the change in its brand image. Of course, that wasn’t the only change, but it did mark the beginning of a new era for Apple. Today, they’re one of the most widely recognized brands in the world.

So, what’s the right solution for your client? In this post, we’ll discuss what exactly it means to rebrand or refresh your business strategically and stand the test of time.

It’s more of a risk for a business to remain stagnant than to attempt to change in any developing market. With business trends coming and going, businesses looking to refresh their identity would change elements such as:

  • Logo
  • Font
  • Color Palette
  • Brand Slogan
  • Writing Style

But sometimes, it takes much more than just updating a logo or font, some businesses may need to make core changes to avoid the risk of losing competitive edge — by conducting a rebrand.

Think of rebranding as a series of substantial changes made to breathe life back into a struggling company. This process is more in-depth and can change elements of business including:

  • Brand Positioning
  • Brand Values
  • Brand Guidelines
  • Mission and Vision Statements

These can be time-consuming, expensive, and need a lot of approval to conduct, so if you’re looking to make more immediate changes for businesses, let’s dive into brand refresh strategy.

Brand Refresh Strategy

Use the steps below to guide your client through a successful refresh — but encourage them to adjust each step to fit the needs and audience of their company.

1. Determine if you need a brand refresh or a rebrand.

Perhaps your client has verbalized her desire to rebrand, but you should figure out its purpose before you even jump straight into rebranding. You should consider other avenues if your client can’t present a concrete reason (and “I’m bored” doesn’t count).

Why do you need to do this first? Rebranding isn’t as simple as slapping on a new logo or changing your name. Companies have to be willing to change their entire company vision, including company goals, message, and culture.

It takes a lot of time, money, and effort to pull a rebrand off successfully, and those that aren’t fully committed will be stuck with a poorly defined brand that will not stand out in today’s competitive market.

So how do you know if you should encourage your client to take that giant leap to rebrand? Here are some great cues:

  • The brand has plans to expand the company nationally or internationally.
  • Its current brand is restricting its growth into other markets.
  • Its customers have negative associations with the company.
  • The company is merging or acquiring other companies.

If that’s the case, refer to our guide to a successful rebrand to better serve their needs. And if there’s not a pressing need that necessitates a rebrand, move forward with conducting a refresh.

2. Brainstorm with your team to envision what they want the company to become.

The responsibility of a brand’s refresh shouldn’t fall on the shoulders of the few but instead should include your team to come up with new ideas for the brand’s future. You’ll have to decide which elements can have the opportunity to attract more attention.

  • Logo: Modernize your logo to be more unique and stand out against competitors.
  • Font: Make your chosen font accessible, professional, and distinct.
  • Color Palette: Let your color palette speak for your brand with color theory.
  • Brand Slogan: Refreshed brand slogans should speak to relevant needs.
  • Writing Style: Tailor your writing style to be more consistent and speak to the buyer personas looking for the company’s product or service.

And if you’re working on a business for a client, ask them and their team questions like:

  • Do they plan on growing to a national or international level?
  • What other markets do they want to expand into?

Incorporate their answers into their brand image so a future refresh won’t be necessary.

3. Use social media to communicate with your audience.

Soft launch your refresh with updated collateral or UI/UX. For today’s business owners, using sites like LinkedIn, Twitter and Facebook are among the most popular to reach target audiences.

Use social media marketing to inform your audience of the upcoming changes and informally poll them about their thoughts on the refresh. You can gather research this way by engaging in social listening and taking your audience’s feedback into consideration and including them in your new look.

4. Consider your audience’s emotions or desires in your strategy.

The most successful brands evoke some kind of emotion from their target audience. Go out and meet them; speak to them directly and get feedback; see how you can improve your image. People want to feel they’re making a difference, and doing that face-to-face, or incentivized through surveys, are great ways to increase customer loyalty.

5. Implement the changes slowly.

Start with something small, like changing the font used on documents, and work from there. Gauge reactions, and adjust when possible. If there is too much negative feedback, approach your audience to understand the issue and see if changing some things will affect your rebranding or not.

So if you’re ready to take the next step and conduct a brand refresh, you could benefit from a checklist to make sure you conduct your own brand refresh with intention.

Brand Refresh Checklist

Begin with market research and competitive analysis.

Base your refresh on changes you’ve seen in the market. This can include discovery and research either conducted internally or through third parties and should consider shifts in customer needs and external factors like the economy and other trending news.

Competitive analysis will also allow you to gain inspiration from the successes and failures of your competitors as they try to maintain relevance, too.

Give your visual identity a lift — not an entirely new look.

Whether it’s your logo, slogan, or color palette, you want to remain recognizable in a refresh. If it’s currently outdated, muted, or busy, try making it more visually appealing with more exciting color, geometry, or a sleek font choice.

Approach your brand messaging with emotional appeal.

Your messaging should be made for your buyer personas and demonstrate value in terms of content quality and emotion. A successful refresh with sincere, trustworthy messaging will reflect the emotional intelligence of your company, and set it apart from competitors.

Audit important content and collateral before rollout.

When planning to conduct your refresh, a task you shouldn’t forget about is running a content audit. More often than not, getting rid of or editing your pre-existing posts, website, or other brand elements can already give your digital footprint a facelift.

Execute your brand refresh with an implementation plan.

After your team has decided what all is to be changed in the brand refresh, the implementation of these changes will have to be properly communicated and acted upon internally and externally with a proper implementation plan.

Keep Your Brand Identity Fresh

A successful company is an overall goal for your team. And with a well-executed rebrand or refresh, you can position your brand to stand the test of time. Change is good, and while it may take time to see the results, your brand’s adaptability will be rewarded.

Editor’s note: This article was originally published in September 2014 and has been updated for comprehensiveness.

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Drive Conversions and Generate Engagement With Instacart Promotions



Drive Conversions and Generate Engagement With Instacart Promotions

Through deals and coupons, Instacart has saved consumers more than $700 million in 2022. As we dive into 2023, the leading grocery technology company in North America has big plans to help consumers save even more while also helping CPGs generate sales. Instacart recently announced an advertising solution that helps both sellers and consumers called Instacart Promotions. This exciting feature is designed to help drive conversions, boost sales, and generate overall engagement on the app.

Interested in this feature and how it can help your business on Instacart? Read on as we dive into everything you need to know about this ad solution including benefits, how to get started, and more.


What are Instacart Promotions?


Instacart Promotions is an advertising feature that’s now available to all brand partners, including emerging brands, within their open beta program. Promotions give CPGs the opportunity to offer new deal structures, promotions, and incentives with Instacart Ad campaigns. With this feature in place, consumers will have access to more promotions, coupons, and deals that are tailored to them within the Instacart Marketplace.

“With the launch of our new Instacart Promotions, all of our brand partners now have the ability to set up coupons and promotions that can drive meaningful business results while also passing on more savings opportunities to consumers. We’re proud to continue expanding our portfolio with additional self-service capabilities, ad formats that drive results, and measurement that brands need to understand the true impact of their campaigns on Instacart.”


– Ali Miller, VP of Ads Product at Instacart


Source: Instacart


How Do Instacart Promotions Work?


Promotions, now available in Ads Manager, gives consumers the ability to discover more promotions and savings opportunities within the Instacart app. These promotions now show up directly on product item cards before checkout for easy accessibility. Promotions allow advertisers to customize their campaigns to sync with their goals and objectives whether that be driving sales, building baskets, or boosting trials.

Instacart shared a recent example of a brand successfully utilizing Promotions… 

Athletic Brewing, General Mills, Sola Company, and Wells Enterprises (maker of Halo Top) are strengthening campaign performance by pairing Instacart Promotions with ad formats such as Sponsored Product and Display. Instacart Promotions include two new flexible and customizable structures: Coupons (“buy X units, save $Y”) and Stock Up & Save (“Spend $X, Save $Y”). 

According to Instacart, in the coming months, the company “will work to further enhance the new offering with new deal structures such as Free Gifts and Buy One, Get One (“BOGO”). The new deal structures will help brand partners run “Free Sample” programs that can win new customers and serve personalized discounts for different customer segments, such as “new to brand” and “new to category.”  


Example of Instacart Promotions

Source: Instacart


Instacart Promotions Benefits


Deliver Value and Savings to Consumers


With Instacart Promotions, you have the opportunity to deliver value and savings that will have consumers coming back for more. With this savings feature, your brand can stand out among the competition and offer a variety of deals to shoppers ie: “Buy X units, Save $Y”.


Hot tip: Ensure you are selecting products for your promotion that are well-stocked and widely available.  


Tailor Your Campaigns to Specific Objectives


With a variety of savings options available, your brand can structure deals to fit specific business goals and objectives. 


Hot tip: If you’re looking to drive visibility and awareness, try pairing promotions with Sponsored Product campaigns. 


Access Real-Time Performance Insights 


The Promotions beta program is live and can be accessed within Instacart Ads Manager. Within Ads Manager, advertisers can access real-time insights to maximize performance and adjust campaigns as needed.


Hot tip: Make sure your budget matches your discount and objectives.


“As an advertiser, Instacart’s unique offering to self-manage promotions is so exciting! Historically, making adjustments to offer values and other promotion parameters was a more manual process, but now we’ll be able to easily make optimizations in real-time based on redemption performance.”

Emily Choate

Emily Choate, Senior Specialist, Marketplace Search at Tinuiti


Interested in Instacart Promotions?


With Instacart Promotions, you have the opportunity to reach new customers, build bigger baskets, and drive sales. Interested in testing out the beta program or looking to get started with advertising on the app? Drop us a line – we’d love to help elevate your CPG brand on Instacart.


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(Re)Introducing your favorite Optimizely products!



(Re)Introducing your favorite Optimizely products!

It’s important to us that you, our valued customers and partners, can identify with the tools you use daily.  

In that pursuit, Optimizely set out to simplify the way we talk about our product suite. That starts, first and foremost, with the words we use to refer to the technology.  

So, we’ve taken a hard look at everything in our portfolio, and are thrilled to introduce new names we believe are more practical, more consistent, and better representative of the technology we all know and love.  

You may have seen some of these names initially at Opticon 2022 as well as on our website. In the spirit of transparency, the team here at Optimizely wanted to make sure you had full visibility into the complete list of new names, as well as understand the context (and rationale) behind the changes. 

So, without further ado… 

Which names changed?  

Some, but not all. For your ongoing reference, below is a complete list of Optimizely products, with previous terminology you may be familiar with in the first column, and (if applicable) the new name in the second column.  

Used to be… 

Is now (or is still)… 



Optimizely Digital Experience Platform 

A fully-composable solution designed to support the orchestration, monetization, and experimentation of any type of digital experience — all from a single, open and extensible platform. 

Content Cloud 

Optimizely Content Management System 

A best-in-class system for building dynamic websites and helping digital teams deliver rich, secure and personalized experiences. 


Optimizely Content Marketing Platform 

An industry-leading and user-friendly platform helping marketing teams plan campaigns, collaborate on tasks, and author content. 


Optimizely Digital Asset Management 

A modern storage tool helping teams of any size manage, track, and repurpose marketing and brand assets (with support for all file types). 

Content Recs 

Optimizely Content Recommendations 

AI-powered and real-time recommendations to serve the unique interests of each visitor and personalize every experience. 

B2B Commerce 

Optimizely Configured Commerce 

A templatized and easy-to-deploy platform designed to help manufacturers and distributors drive efficiency, increase revenue and create easy buying experiences that retain customers. 

Commerce Cloud 

Optimizely Customized Commerce 

A complete platform for digital commerce and content management to build dynamic experiences that accelerate revenue and keep customers coming back for more. 


Optimizely Product Information Management 

A dedicated tool to help you set up your product inventory and manage catalogs of any size or scale. 

Product Recs 

Optimizely Product Recommendations 

Machine-learning algorithms optimized for commerce to deliver personalized product recommendations in real-time. 


Optimizely Web Experimentation 

An industry-leading experimentation tool allowing you to run A/B and multi-variant tests on any channel or device with an internet connection. 

Full Stack 

Optimizely Feature Experimentation 

A comprehensive experimentation platform allowing you to manage features, deploy safer tests, and roll out new releases – all in one place. 


Optimizely Personalization 

An add-on to core experimentation products, allowing teams to create/segment audiences based on past behavior and deliver more relevant experiences. 

Program Management 

Optimizely Program Management 

An add-on to core experimentation products, allowing teams to manage the end-to-end lifecycle of an experiment. 


Optimizely Data Platform 

A centralized hub to harmonize data across your digital experience tools, providing one-click integrations, AI-assisted guidance for campaigns, and unified customer profiles. 


So, why the change?  

 It boils down to three guiding principles:  

  1. Uniformity: Create a naming convention that can be applied across the board, for all products, to drive consistency 
  2. Simplicity: Use terms that are both practical and concise, ensuring the names are something that everyone can understand and identify with  
  3. Completeness: Develop a framework that showcases the full and complimentary nature of all the products and solutions within the Optimizely suite 

 As the Optimizely portfolio comes together as a complete, unified platform, it’s important that our names reflect this, as well as support our 3 key solutions (i.e. orchestrate amazing content experiences, monetize every digital experience, and experiment across all touchpoints).  

Other questions? We’ve got you covered. 

Q: Why have you made these product name changes? 

    • We wanted to simplify how we talk about our portfolio. The renaming applies a naming convention that is both practical and concise.  


Q: Do the new product name changes affect the products I own? 

    • No, there is no impact to product functionality or capabilities.  


Q: Do the new product name changes affect who is my Customer Success Manager or Account Manager?  

    • No, there are no changes to your Customer Success Manager or Account Manager. 


Q: Do the new product name changes affect the ownership of the company?  

    • No, ownership of the company has not changed. We have only made changes to the Product Names. 


Q: Have any contact details changed that I need to be aware of?  

    • Only contact details for former Welcome customers has changed. These are the new contact details you should be aware of: Optimizely, Inc.| 119 5th Ave | 7th Floor | New York, NY 10003 USA. Phone: +1 603 594 0249 | 


Q: Where can I send any follow up questions I might have?  

    • If you have any questions about the Product Names, please contact your Customer Success Manager or Account Manager.  

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Email Marketing Trends 2023: Predictions by the Industry Stalwarts



Email Marketing Trends 2023: Predictions by the Industry Stalwarts

Every year, we see new trends entering the world of email marketing.

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