8   Direct marketing

Why the principles of direct marketing matter to publishers

The essentials for a direct marketing campaign

Plans

The audience

Offers

The most appropriate medium for direct marketing

Timing

The copy platform

Response devices

Design services

System of despatch

Monitoring effectiveness

Fulfilment services

Telemarketing

A final checklist for all forms of direct marketing


Even if you are in a hurry to get on and learn about online marketing, please read this chapter first. It contains advice on how we arrived at the position of being able to communicate directly – and principles we should never forget when doing so.


Direct marketing means selling or promoting straight to the customer, without the intervention of an intermediary such as a retailer, wholesaler or sales agent. This may take place through a variety of different media (e.g., email, post, telephone, parties). What turns an advertising campaign into a direct marketing campaign is the inclusion of a mechanism for responding directly to the organisation advertising. Thus a party where a new range of cosmetics are shown or a catalogue distributed door to door both become direct marketing operations if an order form is made available or a website address is available for related orders, perhaps with an offer included for responses within a certain time period.

This probably sounds very obvious. Of course any form of marketing material should tell the customer how to order. For large parts of the publishing industry, however, and the general trade in particular, direct communication with its customers is both relatively recent and has been hard won. The existence of a range of specialist retailers – bookshops – while offering an automatic and welcoming destination for their products also had the side-effect of tending to distance general publishers from their customers. They were discouraged from fulfilling orders themselves and as a result often knew relatively little about who bought from them.

But physical bookshops could not be expected to stock all the industry’s output. It was difficult to persuade retailers to stock titles aimed at professional markets, or those of very high price, as this involved tying up large amounts of capital on stock for which there was an uncertain demand. Direct selling to customers for specialist and professional titles therefore emerged, grew in sophistication, and the associated expertise and in particular information management techniques are now pollinating the rest of the industry. General publishers are making up for lost time, still keen to get their materials into bookshops and other relevant retailers, but also to build a relationship with those who appreciate their products – and will buy from them in future.

Why the principles of direct marketing matter to publishers

The precision of thinking and clarity of instruction required for effective direct marketing are valuable disciplines for any form of marketing, and can play a key part in setting the standards for an organisation’s overall marketing activities.

Today direct marketing is being used through a variety of different media and in new ways, often in combination. Integrating your message across multiple media can be a very effective way of establishing sequential customer relationship management (CRM): an initial email to arouse interest; a printed brochure on request; a follow-up telephone call to solicit an order. Direct marketing is also now highly significant within mass market retailing. Loyalty cards operated by supermarkets are a vast direct marketing exercise to support their brands aimed at their core market, and find out more about their shopping habits and aspirations. Political parties are using direct marketing to make specific pitches to groups they wish to influence.

For publishers, the high costs of postage and low overall response rates have often meant that direct mail is too expensive for lead generation, but it still has a significant role to play in customer retention and renewals, in buying situations where a niche market can be clearly identified, or where collaboration must take place before a decision is made (e.g., the educational and professional markets). Direct marketing using a combination of media, e.g., email, telemarketing and print, is an effective way of remaining in touch with the customer and building a long-term relationship. Selecting which is the best media to use comes down to knowing the audience and using the most cost-effective channels to reach them. And all the associated thinking is a very good start to marketing online.

The essentials for a direct marketing campaign

One of the most significant characteristics of effective direct marketers is that they are well organised. This is a marketing medium that requires attention to detail more than huge dollops of creativity. But before any associated marketing activity is planned there are a variety of factors to be taken into consideration, and you will find your objectives easier to achieve if these things are thought about before you begin planning your campaigns, rather than as you are doing them. You will need:

•  a plan;

•  an audience;

•  an offer;

•  a decision on the most appropriate medium;

•  a decision on timing;

•  a copy platform;

•  a response device;

•  design services;

•  a system of despatch;

•  a method of monitoring effectiveness;

•  fulfilment services.

We will look at each of these essential elements in more detail, and mostly in relation to printed material – and then with a short section on telemarketing; both practices illustrated through a relevant case study.

Why print is still significant

Once organisations could routinely communicate online with their customers, many assumed this would signal the end of printed direct marketing materials (direct mail and flyers). Not so. As data handling has become more efficient and market niches more precise, mailers can store and access sufficient information to deliver really effective and specific campaigns. And the huge increase in email means that many people delete ‘junk mail’ (or ‘spam’ as it is termed) without reading it carefully, if at all. An effective printed piece can still grab attention, as it is physically in front of them. Yory Wurmser, director of marketing and media insights at the UK’s Direct Marketing Association (DMA) recently quoted an average 4.4 per cent response rate for direct mail compared with email’s average response rate of 0.12 per cent.1

Print is still a useful medium for direct marketing when:

•  you can be really precise about whom you want to get to and how to reach them;

•  you have a long or complex message to convey;

•  you have evidence that the market wants to be talked to this way;

•  the financial rewards of contacting them are sufficient to make it worthwhile;

•  the product you are promoting is impressive, and carries a status and weight that is best relayed through print;

•  the product or service needs to be discussed before a commitment is made – this may be more easily achieved with a printed format that people can share than by providing an online reference;

•  the product or service is best promoted without an implication that targeting has been used, and a personally addressed email or letter would be threatening or intrusive (e.g., the promotion of locally available funeral and dating services via unaddressed leaflets delivered door to door).

Also, given that one of the reasons for considering the principles of direct marketing is to think fully about the implications of the relationship being developed, rather than to communicate as quickly as possible, it makes sense to consider how this works in a slower medium.

Plans

All successful campaigns begin with a plan. What is your objective? Do you want a direct response or to spread information about your products? If the latter, will orders come back from other sources? Deciding what your objective is then dictates how you will measure the success of your activity. Are you seeking value of resulting sales or the number of responses? Not all successful campaigns need to generate sales.

Direct marketing can be usefully divided into two types: direct response and direct promotion. Direct response marketing invites a direct response back from the customer, so emails or mailshots advertising particular titles might ask for orders to be returned to the publisher. Direct promotion marketing is more concerned with spreading information about products, which may be variously fulfilled. The promotional message is still sent to the customer, but while the response may indeed be returned directly, it may also be fulfilled elsewhere, through the websites or shops of other organisations. Small publishing houses who promote to their customers, but are keen to avoid managing a despatch service themselves and hence content to rely on the services of third-party retailers to fulfil the resulting orders, are executing a system of direct promotion.

You need to understand both what has been achieved so far within your organisation and what is expected of you in future. A good starting point is to explore both the expectations and budget for the products in question. Try to find out the answers to the following questions:

•  What are the anticipated sales for this product/service?

•  Are there any existing or pre-orders? And if so from where?

•  Are there any internal constraints (e.g., the requirement to sell a certain quantity by a particular date)?

•  Are there any other backlist titles can you sell on the back of this campaign?

•  What kind of people benefit from the product? Who/where are they?

•  Are they the same people who do the ordering? Whom should you target?

•  When is the best time to market?

•  Does the customer need to see the product before making a decision to buy (i.e., must it be available on approval or with a firm guarantee)?

•  What is new/excellent/noteworthy about the product?

•  What is the history of the organisation selling similar products directly in the past: are there list successes worth repeating, or failures worth avoiding?

•  Where is the product available from and by when?

The audience

You need to think at the earliest stage about the likely audience you wish to approach and how they can be found. There has been a tendency for those considering direct marketing to think in terms of lists of possible customers, but a list is just the contact details of those who can be reached (and may not even include all those you would like to be in touch with). We prefer the term ‘audience’, which includes their profile and background information about who they are, how they behave and how you should talk to them. A detailed understanding of audience is invaluable at the creative development stage, and knowing detailed information about your current and potential customers allows you to project this onto external list sources, using like to find like.

Alison Blake, digital and direct marketing strategist2

The audience to which your marketing material is sent matters more than any other single component of a direct marketing campaign, because unless information is sent to the right people, it stands no chance of achieving a successful outcome. An understanding of audience should thus form the basis of all the elements of your campaign, from the media through which you will communicate to the tone of voice deployed in the copy.

Lists of customers are increasingly developed and maintained by publishers, with information that comes back from the market (‘undeliverables’) being used to update the database, usually auto-updating in the case of online marketing. You need to meet with those managing your data and ask them what they can tell you about your customers. You may also be working with external organisations such as professional associations or membership organisations, in which case you need to ask about whom you are approaching, and what their motivations and buying criteria are. For example:

•  Where do they work?

•  What organisations do they belong to?

•  What are they interested in?

•  What have they bought in the past?

•  How often do they buy and how much do they spend?

•  How does the approval staircase work?

•  What does experience tell us about how they like to be treated?

There are also data owners and list brokers who can advise on, or suggest access to, commercially available lists for rental or leasing in a format of your choice. Today they also offer a range of additional services that enable the marketer to forward copy for dissemination, with them managing everything from design and despatch of personalised emails and to bespoke direct mail campaigns with individually customised materials.

Offers

Consumers today are used to getting added value in every purchase, through price promotion or perhaps the aura of exclusivity that early ownership brings. How effectively you communicate the benefits of purchase to your market will have a big effect on how willing they are to order or remain your customers.

You need an understanding of what will motivate your target customer to buy/recommend/ask for your product. It may be just your product, and the prestige endowed by early ownership or the solution it offers to a longstanding problem, or it may be the added value you are able to include (free carriage, strong guarantee, money off for an order placed before a certain date, additional free gift).

Thinking of an offer to consumers is an important stage in a direct marketing campaign, because focusing on how to attract attention generates excitement and enthusiasm. And once you have thought of a benefit to offer, it helps you write the copy. Another option is to make a choice of offers, so the recipient gets involved in deciding which one to take, and moves further along the route towards response. One final point on offers: in general try to offer added value rather than discounts. The perceived benefit of giving an additional book for orders over a certain price point may be greater to the customer than the actual cost to you. Offering a discount, on the other hand, has a direct impact on your overall profitability, and may create expectations for something similar in the future.

The most appropriate medium for direct marketing

You have a wide variety of different media for reaching your customers by direct marketing. These include:

•  email;

•  postal mail;

•  telephone (both incoming and outgoing calls);

•  website;

•  social media (e.g., Facebook, Twitter, Pinterest, YouTube, LinkedIn, etc.);

•  door-drop (house-to-house delivery);

•  ‘off the page’ advertising (space advertising in a magazine or newspaper with the response ‘off’ the page back to the organisation that placed it);

•  online advertising;

•  poster sites (e.g., in the street or transport advertising such as in bus shelters, train stations and beside escalators);

•  television and radio advertising;

•  text messaging (SMS);

•  catalogues;

•  parties for direct selling;

•  clubs (some with rules, offering special arrangements to members, others just called ‘club’ to promote identity);

•  conferences;

•  ‘reader get reader’ promotions: incentives to individuals to recruit other potentially interested parties.

Your selection should be based on the type of customers you are talking to, the product or service you are promoting, what you want them to do and how long it may take them to reach a decision. For example, a high-price item may need expensive marketing materials and supporting evidence to be sent through the post (e.g. testimonials), posting reviews and discussions on social and business forums such as LinkedIn with a follow-up e-marketing campaign and a visit by a rep to take the order; a low-cost product may be best promoted through emails or text messages – encouraging orders through a website. Charting previous customer journeys will help you make sensible decisions.

Timing

You need to think about when your potential customers are most likely to be responsive to your marketing approach, as well as when you can best handle the work involved – and what else your organisation is sending out to the same market, to avoid over-communication.

How to plan a schedule for direct marketing

Work backwards from the date you want your message to arrive with your prospects. If you are going to complicate your approach by including a ‘sell by’ date, or the market has a key deadline looming (e.g., the end of the school term), you must be very accurate. It is easy to allow slippage but it can be fatal to a campaign’s success.

For a postal mailing, the schedule could look like this:

Response device in the mail 1 week
Time prospect needs to consider the offer and respond 5 weeks3
Best time to arrive 1 September
Time in the post, by most cost-effective means 1 week
Stuffing the mailshot 1 week
Printing 2 weeks
Circulation of final proofs, passing for press, ordering lists 1 week
Design and layout, corrections 2 weeks
Copy approved and passed to designer, visual prepared and circulated 2 weeks
Finalising copy 1 week
Copy presented, discussed and circulated 1 week
Time for writing copy 2 weeks
Drawing up schedule, briefing suppliers, requesting estimates, sourcing lists, setting up monitoring procedures for mailing response 2 weeks

Working back and allowing a little extra time, you should start thinking about the mailing at least three months before you want it to arrive.

Of course mailings can be accomplished much more quickly. An email campaign can be decided upon and effected within the space of an afternoon – but the sequential thinking about all the different stages still needs to be thought through. How will the customer respond? When is the best time to inform them? When you are ready to send may not overlap precisely with when they are most ready to receive.

Don’t forget to factor in how long it will take you to organise. Dr Dominic Steinitz has this formula for working out how long any online project will take: make your first estimate, multiply it by two and then add a unit. Thus if you think it will take, say, 2 hours it will probably take you 4 days. If you estimate 3 weeks it could be 6 months and so on. In my experience this is very accurate.

The copy platform

Direct marketing is above all a writer’s medium. Whether you have to write the copy yourself or commission it from freelances, it really matters. There is no eye-contact, no body language to coerce the recipient into purchase and so the words, and accompanying images, are hugely important.

In the digital era, a picture is also worth 1,000 words. Facebook, Twitter and Pinterest all work better through images and the suitability of images for promotion will depend on the nature of the item you are promoting. Does it have graphic content or does it lead to the imagination of content? Strong images with strong calls to action work best. The exception is in email where writing an effective subject line in 50 characters or less is a skill in itself.

Alison Blake

If the copywriting and image sourcing fall to you, begin by thinking (about the market and how best to present the product or service to them) rather than just writing. If you think as you write you will find it takes longer, and is more muddled. You need to think about how the words you use can persuade the market to take the next step you have intended. An outline of your overall strategy, with the impression you are trying to create, can grow into draft headlines and the basic message you plan to communicate.

If you are commissioning the words from a freelance copywriter, you will need to provide information on how the product or service benefits the anticipated audience. Can your copywriter also have access to all the various in-house forms and so gain an idea of the evolution of the project (on a confidential basis, of course)? Don’t forget to pass on all the background information that you take for granted, such as details of rival products. An effective copywriter will write for a specific format (they may well suggest an alternative to your original idea) and provide you with a rough layout indicating what goes where for the designer. For further guidance, see Chapter 13 on copywriting.

Information to put in a direct marketing promotional piece

The best way to learn about how to put together a direct marketing piece is to become a direct marketing user – if you are going to use direct marketing in a professional capacity you need to see how others are doing the same. Through this process you will start to notice that most direct marketing consists of four components (even if they are part of the same physical thing). In direct mail, for example, there is almost always:

•  an outer envelope to get the information to the recipient – usually with a message on it;

•  an accompanying letter, to introduce the contents of the package, the product being sold and the offer. This could be from the organisation or you could consider presenting it as a ‘lift letter’ from someone the market respects, an endorsement that can provide the credibility to help convince the audience (or you could have two letters);

•  a brochure or leaflet, to explain in further detail;

•  a reply device or order form.

In some mailshots these components may be amalgamated, for example into a long sales letter that has an ordering coupon along the bottom. Similarly, in an off the page advertisement, all the component parts must necessarily be part of a single space. An email or telemarketing call will be structured in a similar way. But even the simplest direct marketing format will combine the features of the four items listed above:

•  a headline with an offer or key benefit;

•  an introduction;

•  an explanation;

•  a means of ordering.

How to make each component as effective as possible

Your task in putting together a direct marketing campaign is to ensure your package is compelling to read and motivates the customer’s journey to whatever stage you anticipate next. All the advice in Chapters 5 and 13 on techniques for preparing successful copy will be relevant here too, but the following hints are specific to direct marketing. Although they are based on a physical mailing, the principles discussed can be extended to other marketing formats.

The envelope

The aim here is to ensure the package gets opened – and the subject line on an email works in the same way. If you can’t get your audience sufficiently interested to open either, your campaign is doomed.

The envelope must give the return address for undeliverable items – and if you are paying to have it overprinted with this, you may as well include a sales message too. It is sometimes claimed that for direct mail going to people at work the outer envelope is less important because the post is often opened by an assistant. Even so, many people flick through their in-tray first, and something that looks different may be pulled out and opened, or if the envelope is sufficiently intriguing it may get passed on with the contents. Bear in mind what else the reader will be receiving at the same time (how much, how interesting?) and the time of day it will be opened. Most working people open mail sent to their home address in the evening. Some suggestions:

•  Provide a ‘teaser’: start a sentence that sounds interesting, but don’t finish … (e.g., ‘How spending £100 now will help your organisation save thousands more … ’).

•  Say something controversial (but not so alienating that people are repelled).

•  Print on both sides of the envelope, so whichever way up it lands there is something to look at.

•  Make the envelope an unusual shape or colour.

•  Add a quick checklist on the back for recipients to either request more information or have themselves deleted from your list.

The return address can be either your company or your mailing house, as long as the information is batched up and passed to the list provider.

If your budget won’t stretch to overprinted envelopes, a cheaper solution is to have a message that sits on your office franking machine and is reproduced every time an envelope is stamped. The cost is small and the technique works well for simple slogans:


•  Out now

•  Who’s Who 167th edition

•  33,000 biographies

•  From A&C Black

Ask the person who looks after your company’s outgoing mail about having one produced.


The accompanying letter

The sales letter is the one essential component for a direct marketing package, research having consistently shown that packages with a letter pull more response than those without. Sometimes you can dispense with the brochure altogether, just send an effective letter and a suitable means of ordering.

Why is this? A letter is a highly personal form of communication. Watch how you react to the next mailing piece you receive. If the sender is not immediately apparent, you look for explanation. The almost universal reaction is to extract the letter, turn it over and look for the signature and company name at the foot of the second page.

•  Your copy will work best if it is personal. Picture an individual recipient. What do they look like; what do they wear; what are their interests?

•  Make your tone conversational and personal, not stilted. Be reasonable and logical. Over-claiming can discredit your sales message. If you can, make your copy topical and newsy, fascinating to read. Check for readability by reading the text aloud.

•  Keep your sentences short so the copy reads well. For the same reason, avoid very long paragraphs (around six lines is fine). Don’t use too many adjectives or complicated verbs; they slow the reader down.

•  Start with a headline stating the main benefit: what the product will do for the recipient, how much prestige they will gain or time/effort/money they will save by purchase/subscription.

•  Begin the main text with a short sentence to attract attention, or a question (that doesn’t invite a quick ‘no’).

•  Introduce the offer, and explain the benefits, rather than features. Repeat the message (in different words) to be sure your key points come across – not everyone will read from start to finish.

•  Use bullet points for the main selling themes; these can always be expanded in the main brochure. Numbering the selling points can be effective, but don’t use too many (three is often considered optimum).

•  Underline key benefits for extra emphasis. Blue underlining apparently improves the response still more (although do not overuse this technique). You can also use the second colour for your signature at the bottom of the letter.

•  Provide enough information for the reader to make an immediate decision about what to do. Describe in clear detail how to order.

•  Mention all the other items in the mailing. Provide a shortcut to the order form for those who have already made up their minds to buy and do not need to read the brochure.

•  The final paragraph too needs to be strong, to urge a positive reaction to the product and your offer, and to provide the motivation to fill in the order form straight away.

•  Another very important part of the letter is the PS (apparently the second most widely read part of the letter after the headline). Think of a really important reason for buying and put it there.

•  Don’t make assumptions or use jargon, even when mailing past customers. You will almost certainly get it wrong and may sound patronising.

•  Long copy usually outsells short copy provided it is being read by the right person, is relevant and interesting. However, if your letter is designed to create leads for the sales force, don’t make it so long and detailed that the recipient has no need to see a rep.

•  A two-page A4 letter (the standard length) should break at the page end in mid-sentence on something interesting.

•  Layout is important: make it look like a letter. Resist the temptation to try out layout gimmicks. Don’t use anything other than a plausible computer typeface. Ensure your finished copy looks varied. Make the paragraphs different lengths, give subheadings, allow plenty of space to attract the reader’s eye.

•  Never say that someone will follow up the letter with a phone call: it’s a turn-off.

The addressee

Database management makes a range of personalised mailshots possible, but if price rules this out or the list has not been used for a while and may be out of date, business-to-business direct marketing may be better addressed to a job title (e.g., ‘Dear HR Manager’) rather than a named individual. Past customers might have moved on, and the mailshot will then make sense to the new incumbent. Consider how you can make a specific greeting to the job title you are approaching, for example ‘Dear Senior Partner’ is perhaps better than ‘Dear Sir or Madam’. Think about what greetings you find patronising: ‘Dear Decision-Maker’ may fall into this category. Try testing to see whether increasing the precision of the greeting improves the response.

The signatory

This should be the person the recipient would expect to sign. This is not typically the chairman of a multinational or managing director of a publishing house, although that person’s name might go on an optional extra item in the mailing such as a ‘lift letter’. In academic and educational publishing it’s sometimes thought letters signed by the relevant editor are met with more respect. Don’t be afraid to adapt your job title if it’s not appropriate. For example, in my first job in publishing, arts academics often responded poorly to ‘product manager’ on my business card. Science academics were generally less concerned and those teaching Business Studies viewed it positively.

One final point. A letter is a very personal communication. Although you should try to avoid offending sensitivities, don’t worry unduly if you get a few angry letters protesting about the content. As copywriting expert Roger Millington commented, if you don’t get a couple of cross letters per campaign, no one is reading your material. If you get them, notice your response (you probably feel rather uncomfortable). That’s part of the power of direct marketing.

The brochure

The brochure generally develops the product benefits. The sales points will be those covered in the letter, but explained in different words and ways so that the information seems fresh and interesting.

•  You have more room in the brochure to explain your product and answer questions that, were recipients examining the item personally, they could answer for themselves.

•  Give precise and believable information, not vague puffery.

•  Again, stress the benefits to the recipient, not the key features from an internal perspective.

Checklist for writing brochure copy

Those reading marketing materials generally have fragmented attention, and it’s helpful to offer information in a variety of different formats – straightforward text, details in boxes, captions for all illustrations. When writing copy for direct mail brochures I have a standard list of questions I seek to answer. Often some of this information may go into ‘summary boxes’ or be delivered as a series of questions and answers.

•  What are the key benefits of the product to the market?

•  Who is the product for? You can give a list of professions or job titles.

•  How can it be used? Give examples applying to the recipient’s everyday work.

•  Who is the author? What are their relevant qualifications, experience, appointments and previous publications, national and international? If possible, include an author photograph but ensure it is captioned (a well-known name is not the same thing as a well-known face, and captions get read before body copy).

•  What interesting facts are included? General, interesting information in a brochure tends to get read.

•  What is the scope, i.e., breadth of coverage?

•  What are the main contents or main revised sections for a new edition?

•  What does it replace?

•  Who has reviewed the title and in what?

•  Third-party opinion is influential. Can you provide testimonials or quotes? If not, might someone be persuaded to offer one?

•  What does it look like? A photograph of the book cover is useful. If it is not yet available, get your designer to make up a dummy. This is as interesting to direct mail purchasers as it is to browsers in bookshops. If the title is expensive and has an impressive format or long extent, ensure the book is shot from the side, spine upright to show the value for money it represents and the prestige it gives to owners. If the product is digital, and a print version exists, a shot could show how many book inches [i.e. book thickness/extent of pages] or titles it replaces (as well as the need to store them).

•  What is in it? Offer a substitute for the bookshop browser’s flick-through. Choose pages to reproduce that show the book to its best advantage. Use arrows with captions to make sales points. If you reproduce illustrations from the book, they too must have captions.

•  When is the title due to be published? What are the publication details? Give the extent, number of illustrations, number of entries, date available and so on.

•  Who else should see the information when the recipient has finished with it? When mailing institutions, try printing ‘route instructions’ on the top of the brochure to suggest that it be forwarded to the librarian, the head of department and so on.

•  A high-price product might be better justified by describing it as not a book, but a volume, indispensable reference, source, file or library. All sound more expensive.

Response devices

The response device is your point of sale. It must:

•  stand out;

•  be easy to use;

•  invite response, however the intended audience will find it most convenient to respond.

Remember the overall level of response will always be in inverse proportion to the level of commitment required, so you must make ordering as trouble-free for the customer as possible. If you can supply goods on approval, do so. If not, ensure there is a complete guarantee of satisfaction, such as a money-back offer, restated on the order form. If you cannot accept large orders from institutions without payment in full or a credit check, explain how this helps protect them as well as you.

It’s sound advice to spend time reading ordering information from those who manage the process well. For example, insurance proposal forms and the annual tax return are excellent examples of clarity. Both provide reversed-out white space for anything the customer has to complete; you can see at a glance whether all the required information has been given. If working online you can make questions compulsory (although this may deter response, and site metrics will show you at what point people gave up).

Format of the response device

You may decide to drive traffic to your website for orders. But if you are dealing with a market that does not necessarily have online access, you need to consider how they will place an order. Will they prefer to ring up and speak to someone or to fill in an order form and return it in an envelope?

In general, and if you go for print, separate order forms attract a higher response than integral ones that have to be detached from the brochure or letter. You have various options. Some order forms are complete sheets of paper with arrows marking where they can be folded to turn them into mailable items (‘self-mailers’). Others leave it to responders to provide the envelope, perhaps offering a freepost address so they don’t have to pay for the stamp. The cheapest format for separate order forms is probably a reply postcard with blank spaces for the customer to complete on one side and a freepost address back to the publisher on the other, but if you ask for complex or personal information (e.g., credit card details) you must send an envelope as well.

In a brochure with an integral order form (i.e., it’s part of your brochure), probably the first thing to be laid out should be the coupon. Never cramp the coupon to make room for all your brochure copy; rather cut the copy. As for how to detach it, perforated forms tend to do better than ones that require a pair of scissors, but again the extra finishing costs more. If you cannot afford perforations, show a pair of scissors and print a dotted line where the cut should be made. Don’t put product information on the back of the order form – most people like to keep a record of what they have ordered until it arrives.

If your direct marketing is part of a printed advertisement then the order form should preferably be the bottom right-hand edge of a right-hand page so that it can be accessed with the minimum of disruption to the text (most people prefer not to cut up a publication). If your advertisement backs on to another ad, do ensure that the order form or coupon does not back on to another coupon (if a magazine does this to you, ask for a refund). For similar reasons, never produce a cleverly shaped coupon that is time-consuming to clip, or one that is in an awkward place to cut out.

Be aware of the number of people reading the magazine or journal in which your advertisement will appear; it may have a far wider circulation than just the original subscriber or purchaser. So if you are providing a tear-off card or coupon for response, ensure that your address and number for telephone orders appear elsewhere on the advertisement. It can happen that people cut out an order form to send, and then find the address is not provided on it, but is back in the advertisement, in the magazine – wherever that is. Similarly, invitations that do not carry the full details or location or the person to reply to – and necessitate a further hunt – are irritating.

Consider too human responses to what is received – or what is commonly referred to as ‘the fiddle factor’.

We won a DMA4 Gold award once for an insert for British Telecom where the insert card was L shaped and the response device was the perforated shorter edge. People were happy to tear off the shorter edge to make the card neater, in the same way they are reluctant to cut into a square sheet.

Alison Blake

Always fill out your own order form before finalising the layout – this will help you to understand how easy (or not) it is to fit the required information in the space you provide. Be sure to ring all the telephone numbers quoted before you pass for press, just to make sure they are what they say they are.5 Similarly, try out your online ordering information before it is finalised and consider whether you find it easy to use and how you would like the process to be managed. Does the tone of voice feel appropriate? Personally I use online ordering a lot for buying presents – and so am benefitting from someone else organising delivery. But I am always keen to know how I can personalise what is sent; add a special message, have the item gift wrapped, etc. I don’t like having to hunt – or ask for – this information.

Information gathering

Direct marketing works on the basis of gaining permission to continue a relationship, and so your response device can be a useful way of gathering information/checking the details you already hold, within the context of prevailing legislation. How much detail should you seek? Asking for too much information may offend recipients or dissuade them from completing the form. Again, fill it out yourself and consider how you feel. Do you feel you are being asked to populate their customer database with information you would rather not share? As an example, I recently tried to give feedback on good customer service in a store and the resulting online form posed so many additional questions I was tempted to give up.

Other tips for making response devices work harder

•  An order form should be a mini version of the advertisement, restating all the main selling points. Start with the chief one: ‘Yes, I would like my family to have access to the new Children’s Encyclopaedia.’

•  The less small print, the better. ‘Offer subject to our standard terms and conditions, available on request’ covers most eventualities.

•  Free draws for swift responders attract replies. If you try this on a regular mailing to the same list, be sure to announce who won: it boosts credibility and creates a club atmosphere.

•  Try a pre-publication offer or, for projects that are even further from completion, a ‘pioneer supporter’ price: this can work particularly well for expensive multi-volume sets that take years to come to fruition, and helps to subsidise your development costs.

•  Involve the reader on the response device. Some physical mailing pieces ask the recipient to stick peel-off labels or yes/no stickers on the form. Increasing customer participation boosts response levels.

•  Repeat the offer and contact details (including website, phone number and email enquiry line) of the publisher on the order form. If it gets detached from the main part of the information package, people will still have sufficient information to enable them to order.

•  Offer the option of a standing order for titles that are part of a series. Stress that an invoice will be sent each year before renewal so it is possible to opt out but this will ensure their sequence of volumes is uninterrupted.

•  For titles that are being price-promoted, put the non-discounted and discounted prices side by side, with a line through the former to attract attention to a bargain.

•  Spell out clearly what you want the recipient to do with the order form – e.g., ‘insert in the envelope supplied, put in the post (no stamp needed)’ – or ‘click here to order’.

•  Repeat the main benefits on the order form, the terms of the offer and the guarantee of satisfaction.

•  How much commitment do you require? If not much, make a benefit of it.

•  List the various ways you accept payment. Choice involves readers in selecting and moves them towards purchase.

•  Ask for all contact details to be printed LARGE, particularly the phone numbers. Assume all your customers are long-sighted and in a hurry.

•  Offer recipients something else in case they don’t want the main offer.

•  Ask them to recommend a friend who might also like information.

•  Include an envelope so the recipient does not have to hunt for one. Use freepost or business reply for offers to consumers. For business-to-business mail it does not make much difference.

•  Put a time limit on the offer.

•  Offer a free gift for a prompt response. Your warehouse is probably full of suitable items – just ensure it does not increase the band for return postage, and so push up your costs more than the anticipated additional response.

•  Keep the shape simple – no complicated cut-outs, however pretty they look. You may have seen coupons in the shape of maps or telephones but I bet not many get returned.

•  Give email addresses, telephone hotlines and ensure the numbers are really large and put little diagrammatic symbols next to them to attract attention, so customers can find the numbers in a hurry and don’t ring the wrong one by accident. Again, assume that all respondents are long-sighted and in a hurry.

•  Name your product on the order form and show a picture of it if you have room.

•  Test payment up front versus approval.

•  For credit card ordering, be sure to ask whether the card name and address being used are the same as for the person ordering. Provide a box for writing the additional information if necessary.

•  Test third-person copy against second person (‘readers have found’ rather than ‘you will find’, which may be a little too close for comfort if the product is of a sensitive nature), and vice versa.

•  Test putting all the facts (ISBN, extent, etc.) against minimal facts.

•  Use rushing words to encourage the reader to act immediately – ‘hurry’, ‘express’, ‘now’.

•  Personalise the order form by pre-addressing, i.e., printing all the recipient’s details on the order form. If this is too labour-intensive, or expensive, put the address on the order form and use a window envelope so it shows through for posting.

•  Test integral coupons against separate coupons.

•  Test charging postage and packing against giving it free, or make it conditional on the size of the order. Similarly, test offering free insurance for larger purchases.

•  Add extra tick boxes: for a catalogue, or to hear about future titles in the same field so that customers keep in touch with you even if they do not want to order now.

•  Try different colour order forms, or use spot colour on an integral one.

•  Include a second order form.

•  Stick real postage stamps on the reply device and ensure they are visible through the window of the envelope before it is opened: this increases the reader’s perceived value of your mailing package.

•  If you accept cheques, make it clear to whom they should be made payable.

•  Code the order form so you can see which list gave you the customer.

Other items you could consider including in your mailings

•  A postcard with the address and numbers, writ large, of your website and telephone enquiry line – for them to keep in a useful place (but do tell them that’s what it’s for and where to put it – e.g., ‘Put this card on your notice-board to ensure you can find us when you need us’).

•  An extra order form. Once customers have ordered they will have the opportunity to buy again. Code it so you can see the response it generates.

•  A ‘lift’ letter from a supporter or existing user, or perhaps a colleague.

•  A checklist of all the related titles/resources you publish.

•  A ‘recommendation to purchase’ form for recipients working in institutions (academic and business) to pass to the information manager or librarian. Many new academic and company library purchases are the result of recommendations by colleagues.

•  Another letter, perhaps a ‘lift letter’ from a satisfied customer or a (famous) admirer of the product, or a ‘publisher’s letter’, say from your firm’s managing director or the book’s editor. Such a letter need not come from someone famous, just someone plausible. For example, when contacting schools the ideal candidate is a head teacher or subject adviser working with children of similar ages. Charities use this technique in fundraising mailing pieces, for example, enclosing letters from field workers describing the value of their work.

•  A sheet of quotations from published reviews of the title you are promoting.

•  A news sheet on an existing product. Even bestselling titles can become boring to the market. How about a news sheet describing developments being made by the editorial team, a quiz or competition, a ‘questions and answers’ sheet covering the issues you most regularly get asked about or a case study, offering information on how the material is being used by some buyers?

•  Instead of offering a discount or stressing value on the order form, try a ‘money-off coupon’ for customers to enclose with their order. Again, it involves readers and adds value to the package. Put ‘offer limited to one voucher per household’ on the coupon and you further increase its apparent value.

•  A reply envelope for the return of the order form.

•  Information from another company that sells non-competing products to the same market, and subsidises your marketing costs (provided your list can be used in this way).

•  Forthcoming related product information.

Design services

Attractive and appropriate design makes your message appealing to the market. This means thinking about the look and feel of what you are planning. Your market will make instant decisions about what to do with your marketing piece, without rationalising why, other than being aware that they have a choice over whether or not to invest time in reading it.

Research has shown that when looking at marketing material, reading habits are seldom linear; people do not move logically through the content. Rather they dart around, allowing their eye to be grabbed as it will. Your design layout should anticipate this and provide lots of interesting locations in which they can graze for information.

Provide a complete brief on what you are trying to achieve and the ideas you have had so far before the designer starts work. For further advice on dealing with designers, see Chapter 14.

System of despatch

This determines how your material gets to the market. It needs planning rigorously, and with accurate time allocated to each stage of the process, working back from the date you want your material to reach the customer. Whether you are using an external supplier, colleagues in another department or your firm’s warehouse, do give them plenty of notice of your schedule.

Mailing houses and bureaux can handle the despatch of bulk mailings, and have specialised equipment to handle the insertion of complicated combinations. Machine insertion (as opposed to manual) means the costs go down. Remember too that they are experts and see many more campaigns (and hence many more mistakes) than you could ever do. Learn from them. Discussing your proposed marketing materials with a mailing house before they are printed may save you money. For example, folding a rectangular leaflet on the short side rather than the long may result in it being hand- rather than machine-stuffed (more expensive), but will probably make little difference to the overall impact. If you provide the mailing house with details of the format and paper weight of all your planned items (i.e., long before final proof-stage), staff will be able to work out the overall weight and hence mailing cost, and perhaps suggest amendments that would reduce the financial outlay. Similarly, using a cheaper envelope could bring you within a lower weight band for mailing and save money.

Put all your instructions in writing, making it absolutely clear what goes where. In the case of a mailing piece, make up a sample and physically send it to those handling despatch. Deliver slightly more of each item than you are expecting will be despatched, as loading items on to machines always results in some spoilage. Try to anticipate potential problems. For example, what should the mailing house do if it runs out of stock of any of the components? A letter or order form can be photocopied, but what about the brochure? Will the size of mailing entitle you to a discount on postage? Can the mailing house organise the discounts for you? Do you need a freepost licence or to set up a postage paid impression (so your envelopes do not need stamps)? Sort out all these details now rather than hold up the printing of your material while you wait for a licence number.

Monitoring effectiveness

You need a system that will monitor how effective your marketing has been and help you to take appropriate action. This needs to be based on the kind of information you want to capture and the uses to be made of it in your future marketing and publishing decisions.

Testing

Direct marketing is a very testable medium – and an opportunity to learn from past projects and improve each campaign before you commit significant resources. All large-scale mailers test the market before they commit themselves to extensive campaigns, by mailing a selection of addresses from all the lists they are considering.

Don’t confuse yourself by testing too many variables at the same time, rather test the issues that are likely to have the greatest effect on your response rates, and hence:

•  the list;

•  the offer;

•  timing;

•  format;

•  method of response.

Don’t forget to include a ‘control’ in your test, which should be your standard format marketing package. Use this as a benchmark against which to test different elements and then select the best-performing combination for your next activity.

A 10 per cent test is recommended for a statistically viable outcome although this is not always possible. As regards choosing test names when producing the list you could code for – and then trial – an ‘nth’ selection from those you plan to circulate, perhaps every fifth or tenth name. The entire list being approached needs to be recorded before the nth selection is made, otherwise there need be only one change to the master list between your trial and your actual mailing, and you will end up mailing some people twice.

If your budget does not permit large-scale test mailings:

•  Compare like with almost like. What is the track record of your company’s promotion of related products to similar markets? Does this give you any useful hints about the audience and what kind of materials might work best?

•  Try testing at the time of mailing. Send two different sales letters/emails to two halves of the same mailing list, or try different subsidiary titles on the order form to see which produces the most orders.

•  Change the cheap elements in your direct marketing packages, e.g., the printed letter (usually a single colour) rather than a full-colour brochure.

How to work out whether your direct marketing is successful

Go back to your plan and consider the objectives you sought.

If you were seeking orders, and a substantial proportion will come through other retailers rather than direct (e.g., online sales through the internet retailers), examine sales figures before and after a promotion, and compare the total with the original estimates of market size and possible penetration (usually made when a title is commissioned). Other outcomes could be improved customer responsiveness, inspection copy requests or the improved year-on-year sales figures. You probably also need to consider your efforts in the context of customer lifetime value (see Glossary) rather than a specific campaign. Many campaigns should not be measured on their initial results but on how many subsequent orders they generate over a given time period.

To establish the cost-effectiveness of a specific campaign you need to work out your response rate.

No guarantee of what to expect can be made, and your criteria will depend on product specifications. If it is high-priced you could make money even with a very low response rate.

More important than the response rate is the cost per order, i.e., how much it is costing you to secure orders.

Your costs of mailing will include all the various elements of the campaign: data management/list rental, printing and design costs, copywriting if you have to pay for it, despatch and postage. A quick comparison of your cost per order and the selling price of the product will show whether your mailing is heading for profit or loss.

For more specific information on profitability you need to establish the contribution per sale for each title sold. To calculate this as well as production costs for the titles promoted you need to know your company’s policy on the allocation of overhead and other costs: your department’s share of everything from bad debts and warehousing to staffing and photocopying costs. A quick way of doing this is to establish a production and overhead cost for the main item you are selling (say 50 per cent of the sales price of the key product featured). This enables you to calculate the break-even response rate: the minimum quantity your campaign must sell before it starts to justify the costs of the promotion and make money. The equation for working this out is as follows:

If responders order more than one product, or become long-term subscribers, your total costs will be a smaller proportion of total revenues generated, and the economics of the campaign improved.

Fulfilment services

Before any promotional information goes out, fulfilment services need to be in place to support the marketing offers you have made so that customers who order can receive a prompt service. So the warehouse that will send out your products needs to have systems for locating, selecting and packaging items, and the customer information lines you offer (email, telephone or both) need to be ready before you make them available.

The fulfilment service needs to know all the things you know, but will not know them unless you tell them. For example:

•  What is the offer and how long does it last for?

•  What is your policy on orders that arrive after the deadline – will you still honour the offer?

•  How much is being charged for delivery?

•  What guarantees are provided and what is the policy on accepting returns from dissatisfied customers?

•  The format of the promotion piece and the mailing date.

•  When are orders likely to arrive?

Bear in mind that the more you involve staff, the more enthusiastic they are likely to be, particularly if they are geographically distant from the main offices. Asking those who will handle the orders to comment on your marketing pieces, before they are finalised, is a very good move.

Coding an order form

Ordering devices need to be coded so that when orders come back you can identify where they came from. Printers can add codes to order forms through ‘scratch coding’ (stopping the machines to amend the code) or split runs. Order forms can also be coded in specific places, with more detailed codes and reference words, even with sequential numbers, but with each additional specification the costs rise.

A key part of establishing codes for order forms is ensuring that they are captured when orders are processed. If orders are coming into telesales operation, you will need to provide guidance on how this should be managed. What is said should sound beneficial to the customer rather than your organisation. For example, ‘Can you give me the long number at the top right hand of your order form so I can be sure we have all your details if we need to get back to you?’ may sound friendlier than ‘What’s your customer number?’

Postage and packing

This is a standard customer charge for most direct marketing, and your customers will not be surprised to see it (although that may not stop them resenting it, or seeking to avoid paying). Postage and packing can become one of your marketing variables, to be experimented with in the hope of making your material more attractive.

Can you describe this more enticingly? Visit the people who pack up your parcels, watch what they do and consider how the service can be made to sound as if it offers additional value to the customer. ‘Careful postage and packaging’ sounds better than ‘p&p’. ‘Courier despatch’ sounds faster than ‘delivery’. ‘Shipping’ sounds international. Signing for a delivery can be annoying because customers have to be present to receive it, but it protects both parties’ interests should a parcel go astray. Describe the precious commodity they have ordered as such and you increase both its value and the pleasure with which it will be received.

Think too about relating the additional cost for carriage to the cost of going to place the order in person: the petrol, the search for a parking space, the hassle, the time, the threat of a parking ticket. Suggest they order online or by phone, and they could be doing something else within minutes.

If you are a small business and cannot afford to offer free carriage, explain why. For example:

Why do we charge for postage?

We seek to keep our overheads as low as possible, and to offer our customers the best possible value for money. At the same time, we are a small business and costs that we cannot control eat into the sustainability of what we do in the future. We are always pleased to see customers who want to collect their goods from our offices, but for those of you who are not able to travel, rest assured that the postage charge we make covers the cost of getting your goods to you in a condition we consider vital to ensure their protection, nothing more.

What to do with the returns

All direct marketing campaigns produce returns, because the messages go to individuals who are essentially unpredictable. However well the list is kept, people on it will have moved, changed jobs or died. The important thing is to ensure the changes that produced the returns are noted. You should get a credit if the returns total more than 5 per cent of the list you rented, otherwise you will simply have contributed to cleaning the list. Firms renting email data generally use undeliverables to auto-update their database.

Telemarketing

Telemarketing remains a popular medium, both for creating sales and following up other direct marketing initiatives. Selling over the phone is the natural extension of the personal contact for which direct marketing strives, but by talking directly to the market much more comprehensive feedback can be obtained. It can be useful both inbound (for the placing of orders and customer enquiries) and outbound (for teleselling, renewals chasing and promoting good customer relations).

Examples of telemarketing usage within publishing

•  Market research

Telemarketing is an effective way to test customer reaction to new products and ideas; to identify new market sectors and measure market attitudes; to find out who within an organisation should be targeted with sales information and how large their budget is; to test a price, offer or incentive.

•  As part of a direct marketing campaign

Telemarketing is an excellent way to update information held, to ‘qualify’ (establish real interest from) sales leads generated, to follow up a mailing piece and thus increase the response rate, and to carry out post-campaign research and analysis.

•  To generate sales opportunities for reps

Telemarketing can be used to canvass sales leads and set appointments. This reduces the need for cold calls, establishes the prospect’s interest in the company’s products before the call is made and improves the effectiveness of the sales team.

•  To build customer relations

Telemarketing is a very good way to handle potential or actual problems such as customer enquiries or complaints, and to reactivate old contacts.

Who should do the ringing?

Successful telemarketing is a skill. It requires a combination of product knowledge and an ability to communicate on the telephone. The caller has to build a relationship with the prospect, while noting information passed on (whether directly or indirectly), preparing the next question and keeping the conversation going.

Whereas publishing staff may have all the requisite product knowledge, creating the time and the inclination to carry out telemarketing in-house can be difficult. To find a freelance or employee, you could advertise in the local paper or on your website. Provide a telephone number for those interested to ring you for more information, so you will hear them in action. Bureaux look for staff in the same way: the telephone manner should be confident and friendly and the voice clear.

If you recruit salespeople to work in-house, you must provide the administrative back-up they need. Each call they make may require some follow-up: a confirmation of order by email or a letter to accompany a brochure that was requested. These are hot leads and must be dealt with straight away; they must never be allowed to sit at the bottom of an overworked (and perhaps resentful) administrative assistant’s in-box for three or four days.

A dedicated telemarketing agency probably offers the best way to test the water. Having briefed them on your product, market and competitors, you benefit from their expertise on how best to target and time the approach. They are responsible for training the people who will work on your account, in both product knowledge and selling skills. Most agencies offer a basic package including the creation of a ‘framework for calls’ (never a ‘script’) based on a thorough understanding of product benefits, an initial number of telephone contracts and a report on the results, paying staff according to the number of calls made and the time taken, with an incentive bonus scheme based on commission. After this the client may decide to drop the campaign, make changes or carry on.

Planning a telemarketing campaign

Give detailed consideration to the objectives of the campaign, and how far they are measurable by telemarketing. Establish a framework for calls. It should act as a basis for questions rather than a script to be read. For this you need to consider which of the selling benefits are most relevant to the target market, whether a special offer is appropriate, how customers can pay, what further information is available should a prospect ask for more details, and how the information obtained should be recorded for future use. If the product being sold is complicated it should be demonstrated to the people making the calls; if it is portable there should be one in the telesales office.

As well as the framework for the call, you need to provide your telesales people with the relevant information to deal with possible objections or questions. This is probably best stored on a series of screen prompts or cards that the person making the call can refer to quickly.

A final checklist for all forms of direct marketing

•  Is the copy really strong on product benefits and reasons to buy?

•  Have I made it clear what I want the customer to do?

•  Would I buy from me? Is the copy strong enough?

•  If you are writing about something you do not understand, has the copy been checked by an expert such as the editor or the author?

•  Have you called the product by the same title, with the same capitalisation, each time?

•  Have you used the title too often (boring)?

•  Is it clear what the basic price is and how much should be added for postage and packing, etc.? If carriage is included in the price quoted, have you made it clear this is a benefit?

•  Is it clear how to order and by when?

•  Are the publisher’s name, address, telephone, email and website details on all the elements of what is sent? If the order needs to be sent somewhere else, is it clear which address is which, and would it be better to offer just one address to avoid confusion?

•  Are the contact details large enough to find and read in a rush?

•  What does the customer do if he or she is unclear about some aspect of your product? Are you offering a telephone number for enquiries? Is it working? Try it now.

•  Have you included an option for capturing non-buying prospects?

•  Triple-check the final proofs for press for consistency, grammatical errors, etc. Publishers are expected to get these things right! Last-minute changes are very expensive.

•  How is your marketing piece to be followed up: by your reps, by re mailing, with telemarketing, etc.?

•  If you offer a slot for those who do not want to order now saying ‘Please send me further information on … ’ have you sorted out what you are going to send?

•  Have you told everyone who needs to know, from customer services to those who may answer your phone or out-of-office email response?

•  Is your address on the outer envelope so that undelivered shots can be returned?


Concluding case study: Reading Force, www.readingforce.org.uk

Building a database to communicate more effectively with a market, information on a sample direct mailing campaign and consideration of how this could be extended through telemarketing

Reading Force is an initiative that encourages Forces families to communicate more effectively, particularly at times of stress, through shared reading. Military families face a range of pressures not experienced by the wider population, such as frequent moving of house (and associated changing of schools, disrupted friendships), long absences of partners due to training, deployment and active service – and associated worry throughout. Developed by an Army wife, the scheme is based on the principle that when families are under stress it can be hard to talk about what is really going on – and due to all the moving, wider family and friends are often physically distant. Families are therefore encouraged to set up a reading group, choose a book together, read it – and then pool their feedback in a special scrapbook they receive, which can be kept as a memento. These can be returned to Reading Force for comment, a certificate of participation, a book prize and entry into a competition, or just kept by the family. They are always returned to the entrants by ‘recorded delivery’ post to ensure safe arrival.

Encouraging families to share books, and talk about what they have read, is an effective way of living through a difficult time, often offering the opportunity to ‘project’ worries on to characters or situations in a story, and in the process pulling everyone together. The idea is based on principles developed within other community reading and reader development schemes and has been shown to be very effective in the 4 years that it has been running. The scheme is for families of all ages and compositions and participation is free.

Hattie Gordon, Director of Communication and Projects for Reading Force comments:

Our starting point was Aldershot, home of the British Army, where with support and small grants from both the local council (Rushmoor Borough Council) and the area authority (Hampshire County Council) we piloted an initial scheme. We contacted all the local schools, set up a steering group (which consisted of everyone who responded), and worked with them to develop a scrapbook that they then distributed to local Services families through the schools and libraries. In addition to this support from school head teachers and librarians, we made many visits to local playgroups and youth groups to talk about the scheme, and also worked with welfare officers supporting the families and the local HIVES (information centres on all military bases). After the scrapbooks were submitted to the competition, prizes were presented to families at a storytelling day at the local community centre. But while it was all a success, and we received a grant from the MOD to extend the scheme over a wider region, we were very aware that so far success had relied heavily on personal communication, and if it was to spread wider it would need much more formal marketing, and this time through non-personal means.

Ideally we wanted to communicate with Services families directly, but the problem was locating them. We discovered that no reliable and complete data is kept on Service families – their constant mobility makes keeping track of them difficult and no organisation knows exactly how many there are.

In our second year we planned to make the initiative available through four counties, following the same distribution model as the pilot, reaching families through schools, and running for 6 months over the summer. We worked with an educational marketing company but despite their highly sophisticated, multilayered information database, which offered a wealth of additional information to their users (e.g., which Maths or English scheme a school was using), the key data we needed on whether or not they had Services children within the school was not something that had been hitherto requested – and hence was neither recorded nor available to us.

We emailed head teachers in schools in areas we thought likely to have Services children through the educational marketing company, but after a poor response became very aware of how much email schools are receiving – and therefore that not all of it is being read. We felt we needed to make a personal link with an individual member of staff who would take responsibility for the wider sharing of our message.

During this period we were joined by Elaine Boorman as director of marketing and development and together we did some analysis of our second-year response. This highlighted that, while the mass mailing to all schools across the four counties had been achieved at relatively low cost, it had proved ineffective. Clearly we needed to adopt a more targeted approach and this led to a complete review of our marketing plan. We divided our markets into:

•  service families;

•  routes to reaching them (e.g., schools and welfare units);

•  potential supporters who could refer our project to those interested;

•  the media

and then sought to build up contacts and more rigorous information in each case.

Elaine comments:

Relevant data was, and still is, hard to find. Lists of Service personnel (or the location of their housing) are not available to outside agencies, and we found we needed to communicate through a range of different methods to build awareness and reach families. Our challenge was how could we start targeting our messages effectively with a lack of appropriate data? The Directorate Children and Young People (DCYP, part of the Ministry of Defence) was set up in 2010 to manage professional and practical support and safeguarding for Services families and had the compilation of data high on its agenda, but by the launch of Reading Force their own list was still in its infancy. A database of schools, compiled by Service Children in State Schools (SCISS, which is part of the MOD’s Children’s Education Advisory Service) is the nearest thing to a ready-made means of contacting Services families via schools but is not available to external agencies. It is also incomplete as schools are ‘entirely self-nominating’6 and it does not in any case include private schools, which large number of Services children attend through assisted places at boarding school.

With this lack of relevant data we had no choice but to build our own database from the ground up, which has been challenging and time-consuming but well worth the investment; the data we’ve compiled is invaluable in allowing us to target our efforts, resources and messages to much greater effect.

We started by sourcing the information handbooks that garrisons distribute to families and we were able to identify the schools they listed.

We then tried to establish a ‘Reading Force Ambassador’ in each school to whom we could send information and materials to distribute. While most schools with Service pupils allocate a specific responsibility for their care to an individual member of staff, finding out who it was proved to be quite a challenge. We now have on our list of useful contacts the following: ‘Nurture Teaching Assistant’, ‘Parent Support Adviser’, ‘Literacy Leader’, ‘Services Support Manager’, ‘Home Link Support Worker’, ‘Pastoral Support Manager’ and ‘Service Pupils’ Champion’.

Wherever we work with partners to promote the personal delivery of materials (e.g., working through BookStart coordinators or service welfare departments) we see stronger engagement with the scheme. Service welfare units within garrisons are a direct route for us to families but establishing a list of personal contacts has proved difficult as we have found that this is a specific responsibility that changes all the time (Services personnel tend to get ‘posted’ at least once every two years, often more regularly). A generic ‘Families Officer’ will work for postal mail, but email addresses are much harder to locate, partly because individuals change but also because of the immense complexity of the construction of email addresses within the Forces.

Working through Services units also risks making us reliant on Service personnel passing the information on and from the outset we have been keen to avoid implying that Reading Force is an extension of the Service person’s employment and in any sense an official or monitored process. Post rooms in Services units often have a waste basket, and items for communication with families are often found deposited here. We found that Service families were quite resistant to what was often perceived as ‘organisational bureaucracy’, as well as being labelled as ‘Forces families’ and thus seen as part of an indistinguishable mass rather than as individuals. There is also the issue of how to reach families with a Services link who are not either formally part or geographically close to the unit they are involved with, for example, families of Reserve Forces, or children of parents who are divorced or separated and do not live with the Services person. All this makes it even more important for us to communicate directly with families.

We have achieved this by encouraging Service families to register with us directly by offering an incentive of a free book. As they generally keep the same email address when they move house, this has provided a much more sustainable method of keeping contact. We now have a number of families who have taken part each year, bringing in new friends and wider family members to share and encouraging others to join in the scheme.

We also found it effective to build links with the Services charities, of which there are many, with other organisations active in this area such as the Service Children’s Support Network7 and with the media, both Services-related and general. As the profile of the military varies in the media, according to what is topical, so projects to support their unusual lifestyle become more significant to other people – and news spreads. It was a great boon getting funding from the Armed Forces Covenant Libor Fund, which redirected fines from financial services firms towards Services charities, and this has given us the money to extend to a scheme that is now nationally available.

Our database is continually being updated and is fully categorised according to our target markets, enabling us to make our communications more relevant. We send out regular e-newsletters, varying them according to the target group. With families we share information on how other people have used their scrapbooks or experienced the scheme as well as news of who has won prizes – all with the aim of boosting longer-term involvement. We keep teachers up to date with the social and educational benefits of our scheme; funders and our trustees get additional specific information relating to their contribution. What keeps us going is the positive feedback we consistently get from those involved – and we now have a wealth of lovely quotations from Service families who have taken part and found the scheme very beneficial:

‘Next time Daddy deploys we are going to choose a book and repeat this process, we are sure it will help give us something to talk and focus on, as well as counting down the days.’

‘I enjoyed being able to share a book with my family even though I wasn’t at home. It really made me feel included and I enjoyed hearing [on the phone] Annabelle reading a very tricky book.’

‘When we received our Reading Force scrapbook we thought it was a great opportunity to get together as a family and share a book. Annabelle was very excited about it and we spread it out over a few weekends when Daddy was working away and he joined in using face-time which made it really special.’

‘Today I listened to Isla Jane read me her book on the phone as I am in Diego Garcia in the Far East working away with the Royal Marines and I have never heard anything so sweet in my life.’

‘We read together every night and we like to talk about what we read. It was nice to be able to involve Nan and Auntie Mary too – they don’t normally read the same books as us. It gave us extra things to talk about with them on the phone.’

Looking ahead, we want to invest in a more sophisticated marketing database to capture and leverage even more data for integrated marketing activities. For example we want to be able to cross-reference the book titles families choose to share (useful information for maintaining our relationships with publishers), capture more complex data on the age-groups involved (do we need a different communication style/varied materials for different age groups?) and analyse the high quantity of data on levels of involvement that we are gathering (in order to further refine the scheme).

There are also certain synergies that are emerging from the project that may make it more valuable within society as a whole, and that we need to formally track. For example, it has been reported back that the scheme has a real role to play in helping Service families through difficulties that are more widely experienced within society, such as divorce, single-parenthood or long-term illness. Rushmoor Borough Council spotted early that the scheme could be highly relevant for children in care, or those with a parent in prison, as it provides a long-term means of keeping in touch. Those working with young offenders have spotted benefits in the scheme in that, because it encourages ‘projection’ (discussion of difficulties through attributing them to third parties), it may be a pathway to therapies that require self-analysis and consideration of both personal responsibilities and the consequences of actions.

In conclusion, as the scheme has spread we have become convinced that the key to effective delivery, and to Service families understanding and appreciating the benefits on offer, is to communicate with a variety of different agencies – and to keep careful records of their involvement with us to date. We also want to be able to communicate more effectively, and more regularly, with the Service families taking part, and a more sophisticated database, with more options for automated communication, would enable the despatch of messages to our audience, at specific stages on their journey with Reading Force. This would help us keep the excitement going (‘Did you receive your free book?’ ‘How are you getting on with your scrapbook?’ ‘How are you enjoying the book?’) and further encourage those taking part to both share the scheme with their family and let us know how they are getting on (by contributing their feedback to our website). The more touch-points we have with those who take part, and the more our communication becomes two-way, the more motivated they are to continue with the project and refer it to others – and reap the associated benefits. How this is to be resourced is our ongoing main priority.

Mailing a sample resource pack to schools and other organisations to encourage registration to Reading Force; to spread awareness of the scheme and promote participation in the first competition of 2014

SMART objectives:

1  To achieve a minimum 10 per cent registration response of the total mailed. Registration to be by printed form returned via Freepost envelope, or online via the website.

2  20,000 scrapbooks to be ordered/despatched via registered schools/organisations.

Plan: To mail an introductory letter and guide booklet, a registration form and Freepost envelope plus a sample scrapbook, leaflet and stickers (a resource pack) to schools and other organisations both new to Reading Force and previously involved.

Lists:

1  Reading Force’s own database of schools and organisations.

2  Primary schools in HIVE postcode areas (commercial list).

Offer:

1  A free resource pack for organisations (scrapbooks, leaflets, stickers, for distributing to Service children, posters and a guide booklet).

2  The materials for distributing to Service families encouraged families to sign up and receive a free book – and to enter the associated competition.

Decision on the most appropriate medium: direct mail to ensure they see the high quality of the materials.

Decision on timing: November, when new initiatives are prioritised for the new term – offering a choice of delivery of materials in December or January.

Copy platform: encouraging, affirmative – non-corporate. Stress how easy it is for schools/organisations to get involved; fun for families. Ensure it is understood that there is no cost to those taking part.

Design services: locally secured, brief was to reflect: free, fun and easy for schools/organisations to sign up; child friendly scrapbooks; parent friendly leaflets.

Fulfilment/system of despatch: mailing materials organised by Reading Force. Fulfilment through an educational mailing service.

Method of monitoring effectiveness: evaluating responses direct to Reading Force (post and online form on website) from schools/organisations; despatch of materials requested. Evaluating families requesting free books (having received materials distributed by schools/organisations). Returns used to update the mailing list.

See Figure 8.1 for the results.

Figure 8.1  Mailing results for a recent Reading Forcemarketing campaign. Courtesy of Reading Force. CEAS = Children’s Education Advisory Service, a tri-service organisation funded by the MoD. SCISS = Services Children In State Schools.

Associated telemarketing

Associated telemarketing backs up the campaign and helps us reach schools that have been identified within an area containing Services housing, and sent information packages, but that have not yet participated in the scheme. No cold calling is done. Calls are only made to schools/other organisations who have been previously mailed but have not yet taken part. So the call would be developed through sharing some of the information, depending on the response of the person being called.

It is important to establish early on in the conversation whether or not the person receiving the call is interested; one outline conversation does not fit all situations and not all the relevant information should be offered. Hattie Gordon comments:

Just last week I spoke with a Service family supporter in a school (new to the job) who said she was finding it hard to find initiatives for Service children and she was so pleased to have come across RF online. And so we progressed to taking their details and sending a pack of materials very quickly.

Examples of conversations around Reading Force

RF: (after saying name) I am ringing from Reading Force, a shared reading scheme for Forces families, in order to:

•  ask if you have anyone within the school with a specific responsibility for looking after Forces families within your school;

•  check to see whether you have received the Reading Force letter and samples we sent you;

•  check you are aware/understand the benefits of Reading Force.

Possible response: We don’t have any Services children in our school.

RF: That may be the case right now, but it may be that a Forces child will join the school in future and it would be good to have the material on hand.

You are close to the xxx units/Forces based in your neighbourhood.

We have discovered through running the scheme that schools often have the children of Reservists in their school, or those who are closely linked to a Forces member but perhaps do not live with them. For example, there may be children from Forces families whose parents are separated or divorced and while they are no longer living on a daily basis with the Services person, they feel a difficult combination of strong concern but isolation. Having their identity as a Services child confirmed, by taking part in RF, can be really important to them.

Plus as all children who take part receive a free book, it would be good to ensure any children you have who are entitled to one do get it.

We would like each Services family to know that this is an opportunity and resource available to them, whether or not they choose to take part.

Action: If details given of person with responsibility for Forces children within the school, note name and spelling. If they do not have anyone with a specific responsibility for Forces families, is there someone whose general responsibility it would fall under? It’s helpful to suggest who that might be, e.g., pastoral or welfare officer.

When talking to those who sound unfamiliar, or who have not previously heard of the scheme, describe again:

RF: Reading Force is a shared reading scheme for Forces families. Use over 4 years has shown that it encourages families to remain in touch when facing difficulties and has been much enjoyed by those who have taken part.

Possible response: We have enough schemes to administer without adding to the workload of our hard-pressed staff.

RF: Of course we understand that schools are under pressure, but this is an unusual scheme that targets a group of children who often slip under the radar. Services families have particular needs and this scheme has been designed especially for them.

We would like each Services family to know that this is an opportunity and resource available to them, whether or not they choose to take part.

The scheme promotes family literacy, we hope that it supports the aims and work of the school rather than being a distraction. All children who take part receive a free book, and we have found that this can be a real motivator in encouraging them to read for pleasure.

Possible response: This would not appeal to our Services children.

RF: Of course you know your children very well, but we have now been working on this scheme for 4 years and have a lot of evidence that children really enjoy reading with their families – particularly when times are stressful. We would love you to see a sample of the materials to see how motivating they are.

We have a leaflet showing how schools have got involved and why they have found it helpful – and this includes feedback from families who have taken part. And there is also extensive feedback on our website. Can we send a copy to you for you to share with your colleagues?

Possible response: In our experience Services families tend to be private and prefer to deal with these things on their own.

RF: Coping with the absence of a key family member is a difficult situation, and we know that Services families find different ways of managing this. But the scheme was developed by a Services wife with long experience of managing separations, and one of the benefits experienced by schools using the scheme is that through Reading Force Services children often find other Service children in their school – and form bonds.

We would like each Services family to know that this is an opportunity and resource available to them, whether or not they choose to take part.


Notes

1  www.dmnews.com/dma-direct-mail-response-rates-beat-digital/article/245780.

2  www.addagency.co.uk.

3  This will vary according to the market and the approval staircase involved. In general, teachers being contacted through their school would need more time than individuals being reached at home.

4  www.dma.org.uk (Direct Marketing Association).

5  I once ran a competition in a magazine going to direct marketing professionals asking people to name their worst direct marketing disaster. Someone had, by mistake, printed the telephone number of the local police station on their order form. A bad case of wasting police time.

6  SCISS Handbook.

7  www.servicechildrensupportnetwork.co.uk.