The biggest challenge a marketer at a big company faces is the specter of industrial short-term thinking. Going along with the bean counters might be the worst marketing mistake you can make. Beans aren’t the point of the organization, they’re a side effect.

Seth

TikTok can get people to spend money in the app, but can they get people to shop?

users sent over $250 million in digital gifts to live-streamers in the app in Q3 alone

I’m still skeptical that The Clock App can pull off an everything app style ecomm takeover in the US (maybe anywhere in the west). Trust and ingrained behavior remain the sticking points for me.

TikTok could overtake Temu, but I think Amazon is safe (at least without the help of antitrust regulation).

So Walmart won Black Friday ads, right?

Refer-a-friend programs can make relationships feel like transactions, which isn’t ideal. Transparency might be the answer:

disclosing the referrer reward in the invitation message—a not yet widely adopted method—can promote referring by making the referring action seem more compatible with communal norms and reducing the experienced psychological barrier. They also document the potential of disclosing the referrer reward on increasing acceptance, conversion, and sales.

Routine is a core tenant of cult brands, this tip from [Arvid](Accessibility for Profit — The Bootstrapped Founder 261 https://www.newsblur.com/newsletters/story/9131573:c3dcaa) is the ritual dream:

Lean into anything that people want to do (and should be doing) daily. Embrace their willingness to create a habit and serve them ways to make it easier.

How many companies have been built on this premise?

I am pro blogging (obviously) in part because I think building a brand on someone else’s platform is a fool’s errand.

The big selling point of having a website or blog is that you own it. You aren’t beholden to any algorithmic whims, just your own.

But for as much as you can roll-your-own to truly control your web presence, you still have to renew your domain regularly. Which feels like a philosophical pretzel problem.

If your website is your digital home, should domain fees be thought of as rent or property taxes?

Especially interested in what @manton, author of Indie Microblogging thinks.

I recently wrote that the current splintering of social media is

maybe time for the rebirth of blogging?

Search may be splintering too, but the current version is [good for blogging](Study: Blogs appear most often in top Google positions https://searchengineland.com/blogs-top-google-positions-study-433630) too.

Blog posts are the most common content type found in the top 5 Google positions

Multiple CTR studies show most organic clicks go to the top 5 positions on Google Search (around 69% to 74%).

Tell me more…

I mostly agree with this but it’s a bit over the top (it is on X so guess that’s not a surprise).

Machine learning algorithms have a training stage. A set of training data is used to “re-wire” a model to adapt the outputs. And can be done without overwriting prior states.

This is (partially) why you should wait a week or two before deciding if your campaign is working.

At Meta scale, more data is better. So that learning label is just saying you haven’t hit Meta scale. Your performance may not be optimally optimized but let your data tell you if it’s optimal enough.

20-Trendy-3: The Year of the Splinter 🐀

I've referenced it a few times here and there, but here's my ✨ Trend of 2023: ✨

The Year of the Splinter

;or, The Age of Unbundling

The Age of Unbundling
Just as markets boom and bust, they also bundle and unbundle. We are currently in a phase of unbundling. Everyone that owns a tv show or movie now has a streaming service. Search is unbundling from Google as specialized and niche alternatives pop up to fill the gaps Google leaves

There is blood in the water basically everywhere. The tech titans are suddenly mortal. Animal spirits are running rampant. Entertainment consumption is changing and the strike in Hollywood is messing with a different supply chain. Consumers had savings thanks to Covid stimulus. But then it turned out Covid's longest lasting symptom was supply chain shenanigans, which caused inflation. We're heading toward a recession, or we aren't. Speaking of Covid, the pandemic is "over" but the "new normal" has yet to settle in. We're basically at the center of a Venn diagram of a bunch of overlapping liminal spaces.

Because of this, the playing field is more level than it has been for a while. Add in a generational shift caused by the inevitability of aging, and everything is up for grabs.

The Duopoly is Dead

Google and Meta’s stranglehold on the digital advertising ecosystem has been broken. Not only that, both tech giants have each entered their own existential crisis. One thanks to ChatGPT and its accompanying AI snowball, the other to privacy and its fallout (respectively). (Let’s be real, Google is probably kicking the crisis can down the road on the privacy front. How big a deal that becomes may hinge on how it handles its current crisis.)

A chart showing Meta & Google's declining share of digital ad spend since 2016, as e-commerce and streaming have emerged as attractive channels for advertisers.
via Axios

Where will all those dollars flow (assuming they aren’t just removed from budgets)? Will 2023 be the year of retail media?

Amazon is on a trend line that will see it overtake Meta for share of spend according to some forecasts (though I think this forecast is wildly underestimating a post-AI Microsoft).

A survey of marketers' platform plans from last holiday season ranked the platforms like so:

  1. TikTok
  2. Instagram
  3. Google & Influencers
  4. Other social platforms like Snapchat, Pinterest, Twitter and YouTube
  5. Facebook

But TikTok still hasn't overtaken Meta platforms for ad dollars.

Things are getting interesting in channel land. Actual budget decisions might need to be made.

Search Shards

I think we're at the beginning of the end of Google's stranglehold on search, and it'll take monolithic search as a whole with it.

People are tired of 10 blue links for every search so they're turning to other platforms or specialized, niche engines. AI-powered chat will take some use cases, niche knowledge graphs others. Social search should improve. And one day we'll have personal AI agents that go searching for us—search will just be AIs talking to each other and delivering us an answer (plenty of dystopic sci-fi material there).

Search is now a feature, not a platform. The tools that enable search as a feature are constantly improving.

The most recent development is the DOJ antitrust case against Google. We'll learn some new things and other things will become more common knowledge to the general populous. I think Google's days as a top tech dawg might be numbered.

Social's Siren Song

TikTok shook up the social standbys and That Twitter Thing™ kicked off the clone wars. But that's not the real story, usage is changing.

R.I.P. Social Media Managers
The role as it’s currently constructed is obsolete, but it has a future. For those with the right skills.

Posting is now largely done by "creators" and engagement is sharing posts with friends via private messaging channels. No one talks about the social graph anymore, they talk about their discovery engines.

I don't know if large public social networks as a class are done—a failed experiment—or just permanent public posting on them. Either way, it's a time of flux for the social network idea. And maybe time for the rebirth of blogging?

Societal Lockstep

This specific splinter bundles up many others.

It started with social media echo amplification and accelerated during the Trump campaign. It intensified under Covid, as different regions and groups experienced/approached it differently. It then continued through the inflationary rollercoaster and the recession-like-but-not-quite phase we're in now.

The monoculture is dead and the internet allows sub-cultures and splinters to grow larger than ever before via connection at scale.

Society more resembles an aspen stand or mushroom colony now. We are all connected and impact each other, but do so as a network. There is no societal organism, there are organisms in society.

On a global scale, the internet is splintering. This instance is the digital manifestation of various idealogical standoffs.

The Trinternet
The “World Wide Web” is becoming the “Geographically Siloed Web” as a trinity of powers takes hold: America v Europe v China.

The West v China on political grounds: democracy v authoritarianism (a tension that certainly isn't limited to the Cold War Pt. II).

But within The West there are divides, like America v EU.

Digitally speaking, the US appears to be placing companies first (perhaps to the detriment of people), while the EU is placing people first (perhaps to the detriment of companies).

Is the "World Wide Web" dying as a true global network?

Metatrend: Splinter & Sow

I'm thinking more and more of this phase as the composting of the modern internet. Things are breaking down, it all smells a bit weird, but it's creating a rich soil for something new to grow.

As marketers, the best way to handle this splintering is to stay flexible and experiment widely. Now is not the time to get dogmatic about tactics, but to develop strong strategic chops that can be applied across channels and platforms, regardless of which ones they might be.

In Conclusion

In 2023, the future will start to appear. The current crop of tech giants are faltering and a new generation of youths are stepping into the cultural crosshairs (does that mean us millennials can finally take a breather?). The next wave of go to ad platforms (types/formats) and must have marketing tactics may start to coalesce (the true gift of BFCM for marketers).

The timing is right, it might just come down to how the market fares. I don’t think The Metaverse™ and VR are those things yet, nor will one calendar year change that dramatically. AR on the other hand…

Who knew?!

Intrusive ads that disrupt consumers’ browsing experiences or shopping journeys risk lower engagement and, crucially, lost conversion and sales opportunities

Most ads are interruptions, but they don’t have to be bad ones.

Steal This: Easy VIP Experience

This is a third hand anecdote, but the idea is brilliant.

There is a doctor's office at Johns Hopkins that is very difficult to get an appointment at, but if you call to schedule one you're offered one the same day.

I don't know the exact wording, but the gist of the communication isn't "we're booked up for 3 months, but how does your calendar look on this day you can't possibly have thought about yet." The experience is "we can see you now."

Think about how different those two feel to the customer.

One makes them feel like an inconvenience. Like they're bothering you by trying to schedule an appointment.

The other makes them feel important. Like they know people. Like they have connections and are getting special treatment.

How can Johns Hopkins do this?

They have data. Only 4% of people take the same day appointment.

Sometimes asking a question where you know the answer is "no" is worth it.

This isn’t surprising:

November is when that spend really starts to play out, though, with 53% of respondents saying that’s when they’ll exhaust most of their holiday budget.

That spend is likely from ecommerce brands or retailers that make their quarter during Black Friday. For those brands, December is about riding the fumes and saving cash for a post-Christmas push.

Ad spend can be a leading economic indicator, so this is good news:

Concerns about a recession or inflation seem to be fading among the marketers surveyed, with 86% saying they plan to spend at least as much on holiday ads this year as they did last.

Google is going Apple and hiding IP addresses.

The feature is called IP Protection (formerly Gnatcatcher, which sounds cooler, tbh), and it will limit IP tracking by third parties.

This “could mean that the IP address is not the viable post-cookie alternative some thought it might be.”

I don’t know why it was ever considered a viable alternative in the current privacy environment. Part of the reason GA4 dropped IP addresses was to conform with privacy regulations.

3rd party IP access is going the way of 3rd party cookies, not replacing them.

Sephora with a timely example of the good and bad of sales.

First the good, they’ve created routines and anticipations around their sales because they only do 2 a year. Constant sales can devalue brand perception. This approach maintains luxury standing while making the sale feel like a treat for customers vs. a money grab.

The bad, you gotta be prepared. General infrastructure stability seems like an internet-wide issue right now, but if you know this is one of your biggest moments you need to provide a good experience. It’s TSwift Ticketmaster all over again.

The unbundling and splintering continues as BuzzFeed (the darling of modern media brands) looks to sell off prior acquisitions (at a loss) to help pay down debt.

The reality is, BuzzFeed as a public media company has failed and the dismantling has begun.

Beware building a brand on someone else’s platform and algorithms.

Big G runs on ads and AI and is still working to combine those 2 to create the future of Google Search.

In its earnings call for the third quarter of 2023, Alphabet and Google CEO Sundar Pichai said that the company plans to experiment with a native ad format suitable for its Search Generative Experience (SGE) that is “customized to every step of the search journey.”

via TechCrunch

Happy Halloween! It’s now shopping season…

It’s time to talk turkey because brands are gearing up for BFCM (Black Friday Cyber Monday). But don’t about treat yo self and Q5 (which is a dumb name).

According to TikTok, Q5 (“the small but mighty post-holiday shopping period between Christmas and mid-January”) means:

More shopping: 79% of TikTok users are likely to continue shopping in Q5.

I have one client where we plan for a big BFCM and Q5 with minimal activity in between. Don’t sleep on it. And don’t underestimate the allure of self-gifting.

A graphic from TikTok that says: The top three reasons TikTok users plan to shop in Q5: &10;51% To treat themselves&10;50% To take advantage of post-holiday sales&10;32% To spend cash and gift cards received over the holidays

Goblins of GA4: Data Thresholding

The Google Analytics 4 transition has been less than enjoyable for many a marketer and analyst. But one of the biggest (remaining) headaches has got to be data thresholding.

A screenshot of the Google Analytics 4 interface showing the header "Conversions: Event name" with a red triangle around an exclamation point next to it.
Forget the Bermuda Triangle, this is the red triangle of death for marketers.

What is data thresholding?

Google Analytics has applied thresholding to this card and will only display the data when the data meets the minimum aggregation thresholds.

Say what now?

Thresholding is applied when the data could be granular enough for an analyst to theoretically identify individuals from the reporting. The reason this is new to GA4 is because of the shift from session-first reporting to user-first reporting the transition from Universal Analytics (GA3?) signaled.


Sampling Side Note

If you click the red triangle of death dropdown, you may notice a mention of data sampling (hopefully via an item that says "unsampled card"). What is data sampling?

Analytics uses data sampling when the number of events returned by an exploration or funnel report exceeds the limit for your property type (i.e., a standard or 360 property). 
The quota limit is 10 million events for users of the free Google Analytics product and up to 1 billion events for Google Analytics 360 users.

If you're racking up a lot of events, you should either consider shelling out for 360 or investigating GA alternatives

Now, back to our regularly scheduled goblin...


Data Thresholding In Practice

If you see the red triangle of death at the top of your report, know that you aren't seeing all the data. This is especially discomforting if the report you're looking at is related to a metric your performance is measured on.

The quickest way I've seen to get hit by the thresholding goblin is by using a short time frame or by using dimensions closely tied to user information (demographic data and search query information are 2 of the 3 threshold triggers mentioned by Google).

But it can be sneaky too. If an event didn't fire enough in the time frame you chose (maybe because it's new), it may get hidden by the thresholding goblin. And you're left to wonder if you set it up wrong or if no one is taking the action that triggers the event.

How To Fix Thresholding

The easiest way is to "adjust the date range" (as mentioned above).

Data may be withheld when viewing a report or exploration within a narrow date range if you have low user or event counts in that date range. Expanding the date range may increase the number of users who triggered an event, enabling you to see the previously thresholded data.

You can also export to BigQuery. The reason this works is Google Signals, the true source of this goblin.

Back in the UA days, Google Signals was a set-and-forget toggle in the admin to (theoretically) make your Google Ads better by tying your site activity to logged in Google user accounts. Essentially Google's version of the Meta pixel. But GA4's user-centric approach to measurement causes Signals to unleash the thresholding goblin.

Google just recently launched a simple solution: turn off "Include Google signals in reporting identity" in the admin.

A screenshot of the GA4 interfacing showing the Google Signals Data Collection pane with the toggle to disable including the data in reporting.
Admin > Data Collection > turn off "Include Google signals in reporting identity"

That's it. It's that simple. I wrote over 500 words for the payoff of one screenshot telling you to click one toggle. Isn't GA4 fun?

If for some reason that approach doesn't work for you, or you want to keep that data included in reporting, or you just want to delve deeper into GA4's settings, there is another option: change your Reporting Identity.

You can find this in the Admin under Data Display. The default is Blended, which includes all the toys Google can pack in. But hidden under the nondescript "Show all" at the bottom right of the 2 option table is a third option: Device Based.

I'll try for a deeper dive on the differences between these 3 options at a later date, but prior to the Google Signals reporting toggle, this was Google's recommended way around the thresholding goblin. The recommendation included switching back to one of the other 2 options after you were finished with your reporting needs, but it's not clear why you would need to do that if you are just going to switch back to device-based every time you open GA4 to pull data.

Anyway, TL;DR:

Data thresholding occurs when your reporting view could be used to identify individual users either because you don't have enough data in the time frame or you're using dimensions closely tied to users' personally identifiable information (PII).

Data thresholding can prevent data from showing in impacted reports, meaning you don't have a full view of what's happening on your site (and potentially driving you insane if entire events are "missing).

The best way to avoid the thresholding goblin is to turn off "Include Google signals in reporting identity" in the data collection section of the admin.

Here's to better reporting and analysis.

An everything is customer service anecdote

There is a doctor’s office at Johns Hopkins that is difficult to get an appointment with, but every one who calls to make one is offered an appointment that day.

Only 4% of patients accept the same day appointment.

But 100% of them feel like well-connected VIPs for being offered an immediate appointment when they call.

Yes, this would backfire if everyone agreed. But they have the data to know they won’t. What they do have is a first-touch experience that causes delight.

I’ve said about Meta:

There really isn’t a company better at monetizing via ads.

Some might be yelling “but what about Google?!”

Big G is good at protecting their position to lock in default behavior and monetizing that way.

testimony in the trial revealed that Google spent a total of $26.3 billion in 2021 to be the default search engine in multiple browsers, phones, and platforms.

The end of Meta is regularly proclaimed, but Google is in a more precarious position.