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Customer Psychographics
TAYLOR COIL, TORTUGA
@Kissmetrics
#Kisswebinar
@thuelmadsen
Thue is the Kissmetrics Webinar Wizard and Marketing
Ops Manager. Before joining forces with Kissmetrics, he
was a Lyft driver in SF, which is also how he ended up as
a Kissmetrics marketer. Whenever Thue is not trying to
automate everything around him, you can find him hiking
in the Sierras.
THUE MADSEN
Marketing Operations Manager, Kissmetrics
@ThueLMadsen
Taylor is in charge of inbound and product marketing at
Tortuga. Her previous career life includes running PPC at
a marketing agency, consulting for early stage startups,
and scaling companies from the ground up. She is based
in NYC and works remotely all over the world.
TAYLOR COIL
Marketing, Tortuga
@taylorcoil
@tortugabackpacks
#Kisswebinar
@taylorcoil
1 Introduction
Types of lists you can use
How to get Facebook Ads to tell you what you need
Comparing your list’s results to national averages
2 Methodology for Building Psychographic Data
3 How to Use Your Psychographic Data
TABLE OF CONTENTS
#Kisswebinar
Introduction
WHY PSYCHOGRAPHICS ARE HELPFUL
Identify scalable affinity groups
Understand your customer beyond the basics
Build customer personas
Inform content marketing topics, imagery, and social captions
WHY PSYCHOGRAPHICS?
#Kisswebinar
WHY PSYCHOGRAPHICS?
#Kisswebinar
Tell a story
Name the muse
Supplement with
demographics
WHY PSYCHOGRAPHICS?
#Kisswebinar
Note Alfonso’s styling
DON’T OVERGENERALIZE
Psychographics & demographics aren’t an excuse to get around
inclusion.
#Kisswebinar
The Methodology
PROBABLY THE REASON YOU’RE HERE
1. Set up a paused campaign in Facebook Ads
2. Add customer list(s) to a paused ad set
3. Layer in affinity groups one at a time
4. Note the number Facebook estimates for “Potential Reach”
5. Compare that number to USA averages
6. Analyze and decide takeaways
STEPS
#Kisswebinar
1. Set up a paused campaign in Facebook Ads
#Kisswebinar
1. Set up a paused campaign in Facebook Ads
#Kisswebinar
don’t worry about these
1. Set up a paused campaign in Facebook Ads
#Kisswebinar
make sure it’s paused
1.5 Edit the Ad Set
#Kisswebinar
Navigate to the Ad Sets tab by clicking on your paused campaign name
Edit the ad set by clicking the check box, then Edit
2. Add customer list(s)
#Kisswebinar
How to upload custom audiences in Facebook Ads:
#Kisswebinar
How to build custom audiences in Facebook Ads:
#Kisswebinar
2. Add customer list(s)
#Kisswebinar
#Kisswebinar
This number will be your “total audience size”
3. Layer in affinity groups one at a time
#Kisswebinar
Keep your custom audiences
Don’t change these defaults
Add audiences one at a time
3. Layer in affinity groups one at a time
#Kisswebinar
Click “Browse” for pre-populated affinity groups
The description is sometimes valuable
4. Note the number Facebook estimates for “Potential Reach”
#Kisswebinar
4. Note the number Facebook estimates for “Potential Reach”
#Kisswebinar
Remember: find potential reach in this section
4 1/2: Do some math
#Kisswebinar
Total audience size: 43,000
Audience + affinity size: 2,500
Percentage of audience belonging to
affinity group: 5.81%
Baseline audience size
Size of audience that belongs to affinity group
5. Compare to USA averages
#Kisswebinar
https://docs.google.com/spreadsheets/d/1tkXdmHw1tU6wQfe-efGBjpm2J6c_E2CdkVPsRdHTu4A/edit?usp=sharing
Calculate % change:
(% of your audience - % of total audience) / % of total audience
5. Compare to USA averages
#Kisswebinar
https://docs.google.com/spreadsheets/d/1tkXdmHw1tU6wQfe-efGBjpm2J6c_E2CdkVPsRdHTu4A/edit?usp=sharing
1. Set up a paused campaign in Power Editor
2. Add customer list(s) to a paused ad set
3. Layer in affinity groups one at a time
4. Note the number Facebook estimates for “Potential Reach”
5. Compare that number to USA averages
6. Analyze and decide takeaways
STEPS (ONE MORE TIME)
#Kisswebinar
What to Do With the Data
BECAUSE ANALYSIS PARALYSIS IS REAL
TELL A STORY THROUGH A MUSE
Brian’s precious vacation days are the
times when he feels most alive. Every
time he visits a new place with his
wife, Brian comes up with a scheme of
how he and Julie could move there.
His favorite fantasy thus far is owning
a kayak shop in Croatia.
“
TELL A STORY THROUGH A MUSE
Brunch excluded, Sarah buys and
eats healthy food. She buys organic
veggies, premium almond milk (100%
almonds), and free range meats. She
cooks most dinners at her NYC
apartment with her roommates.
“
1. Your content calendar
2. Potential new product categories
3. Social content
4. Brand voice / tone
5. Customer communication
6. Lifestyle imagery - places, styling, mood
… and every customer touchpoint
PSYCHOGRAPHICS INFORM:
#Kisswebinar
THUE MADSEN
Marketing Operations Manager, Kissmetrics
@ThueLMadsen
tmadsen@kissmetrics.com
Questions?
TAYLOR COIL
Marketing, Tortuga
@taylorcoil
taylor@tortugabackpacks.com

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Understanding your customer psychographics without surveys or spending a lot of money

  • 3. Thue is the Kissmetrics Webinar Wizard and Marketing Ops Manager. Before joining forces with Kissmetrics, he was a Lyft driver in SF, which is also how he ended up as a Kissmetrics marketer. Whenever Thue is not trying to automate everything around him, you can find him hiking in the Sierras. THUE MADSEN Marketing Operations Manager, Kissmetrics @ThueLMadsen Taylor is in charge of inbound and product marketing at Tortuga. Her previous career life includes running PPC at a marketing agency, consulting for early stage startups, and scaling companies from the ground up. She is based in NYC and works remotely all over the world. TAYLOR COIL Marketing, Tortuga @taylorcoil
  • 5. 1 Introduction Types of lists you can use How to get Facebook Ads to tell you what you need Comparing your list’s results to national averages 2 Methodology for Building Psychographic Data 3 How to Use Your Psychographic Data TABLE OF CONTENTS #Kisswebinar
  • 7. Identify scalable affinity groups Understand your customer beyond the basics Build customer personas Inform content marketing topics, imagery, and social captions WHY PSYCHOGRAPHICS? #Kisswebinar
  • 8. WHY PSYCHOGRAPHICS? #Kisswebinar Tell a story Name the muse Supplement with demographics
  • 10. DON’T OVERGENERALIZE Psychographics & demographics aren’t an excuse to get around inclusion. #Kisswebinar
  • 11. The Methodology PROBABLY THE REASON YOU’RE HERE
  • 12. 1. Set up a paused campaign in Facebook Ads 2. Add customer list(s) to a paused ad set 3. Layer in affinity groups one at a time 4. Note the number Facebook estimates for “Potential Reach” 5. Compare that number to USA averages 6. Analyze and decide takeaways STEPS #Kisswebinar
  • 13. 1. Set up a paused campaign in Facebook Ads #Kisswebinar
  • 14. 1. Set up a paused campaign in Facebook Ads #Kisswebinar don’t worry about these
  • 15. 1. Set up a paused campaign in Facebook Ads #Kisswebinar make sure it’s paused
  • 16. 1.5 Edit the Ad Set #Kisswebinar Navigate to the Ad Sets tab by clicking on your paused campaign name Edit the ad set by clicking the check box, then Edit
  • 17. 2. Add customer list(s) #Kisswebinar
  • 18. How to upload custom audiences in Facebook Ads: #Kisswebinar
  • 19. How to build custom audiences in Facebook Ads: #Kisswebinar
  • 20. 2. Add customer list(s) #Kisswebinar
  • 21. #Kisswebinar This number will be your “total audience size”
  • 22. 3. Layer in affinity groups one at a time #Kisswebinar Keep your custom audiences Don’t change these defaults Add audiences one at a time
  • 23. 3. Layer in affinity groups one at a time #Kisswebinar Click “Browse” for pre-populated affinity groups The description is sometimes valuable
  • 24. 4. Note the number Facebook estimates for “Potential Reach” #Kisswebinar
  • 25. 4. Note the number Facebook estimates for “Potential Reach” #Kisswebinar Remember: find potential reach in this section
  • 26. 4 1/2: Do some math #Kisswebinar Total audience size: 43,000 Audience + affinity size: 2,500 Percentage of audience belonging to affinity group: 5.81% Baseline audience size Size of audience that belongs to affinity group
  • 27. 5. Compare to USA averages #Kisswebinar https://docs.google.com/spreadsheets/d/1tkXdmHw1tU6wQfe-efGBjpm2J6c_E2CdkVPsRdHTu4A/edit?usp=sharing Calculate % change: (% of your audience - % of total audience) / % of total audience
  • 28. 5. Compare to USA averages #Kisswebinar https://docs.google.com/spreadsheets/d/1tkXdmHw1tU6wQfe-efGBjpm2J6c_E2CdkVPsRdHTu4A/edit?usp=sharing
  • 29. 1. Set up a paused campaign in Power Editor 2. Add customer list(s) to a paused ad set 3. Layer in affinity groups one at a time 4. Note the number Facebook estimates for “Potential Reach” 5. Compare that number to USA averages 6. Analyze and decide takeaways STEPS (ONE MORE TIME) #Kisswebinar
  • 30. What to Do With the Data BECAUSE ANALYSIS PARALYSIS IS REAL
  • 31. TELL A STORY THROUGH A MUSE Brian’s precious vacation days are the times when he feels most alive. Every time he visits a new place with his wife, Brian comes up with a scheme of how he and Julie could move there. His favorite fantasy thus far is owning a kayak shop in Croatia. “
  • 32. TELL A STORY THROUGH A MUSE Brunch excluded, Sarah buys and eats healthy food. She buys organic veggies, premium almond milk (100% almonds), and free range meats. She cooks most dinners at her NYC apartment with her roommates. “
  • 33. 1. Your content calendar 2. Potential new product categories 3. Social content 4. Brand voice / tone 5. Customer communication 6. Lifestyle imagery - places, styling, mood … and every customer touchpoint PSYCHOGRAPHICS INFORM: #Kisswebinar
  • 34. THUE MADSEN Marketing Operations Manager, Kissmetrics @ThueLMadsen tmadsen@kissmetrics.com Questions? TAYLOR COIL Marketing, Tortuga @taylorcoil taylor@tortugabackpacks.com