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Holistic Search 2.0: Optimizing and Measuring Organic & Paid Performance
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2 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
SHAUBHIK RAY
• Over 15 years of analytics leadership experience
• Currently Sr. Director, Digital Analytics at iQuanti and leads
the digital analytics practice
• Focuses on developing and implementing digital analytics
solutions for clients, with a focus on financial services and
retail
• Previously, worked at Oracle and Tableau
3 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
1 Power of a Holistic Search Strategy
Today we’ll discuss…
2 Roles of the Channels
3 Delivering a Connected Search Program
This document and the information in it are provided in confidence, and may not be disclosed to any third party.
4
Integrating Paid & Organic Search
Power of a Holistic Search Strategy
5 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
• Integrates organic
and paid search
strategies to create
a unified approach
• Ensures both
channels
complement each
other, maximizing
visibility and
efficiency
Understanding Holistic Search
Paid
PAA
Organic
Local
Stories
Answer
Box
6 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
• Enhanced Visibility: Combining efforts can improve overall search engine visibility.
• Cost Efficiency: Optimize budget allocation by understanding the strengths and
weaknesses of each channel.
• Better User Experience: A cohesive strategy provides a consistent message to users
across touchpoints.
• Improved Data Insights: Holistic approach offers a more complete picture of user
behavior and campaign performance.
Why Holistic Search Matters
7 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
OBSTACLES
8 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
Limited Resources
Firms struggle to allocate the necessary
resources to both channels. Paid search
requires a budget for advertising spend, while
organic search requires investment in content
creation, technical SEO, and other efforts.
.
OBSTACLES
9 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
Limited Resources
Firms struggle to allocate the necessary
resources to both channels. Paid search
requires a budget for advertising spend, while
organic search requires investment in content
creation, technical SEO, and other efforts.
.
Siloed Departments
Brands may have siloed departments
responsible for paid and organic search
efforts, which can make it difficult to
create a unified strategy that leverages
the strengths of both channels.
OBSTACLES
10 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
Limited Resources
Firms struggle to allocate the necessary
resources to both channels. Paid search
requires a budget for advertising spend, while
organic search requires investment in content
creation, technical SEO, and other efforts.
.
Siloed Departments
Brands may have siloed departments
responsible for paid and organic search
efforts, which can make it difficult to
create a unified strategy that leverages
the strengths of both channels.
Lack of Coordination
Even when departments are not siloed,
a lack of coordination between the
teams responsible for paid and organic
search can lead to fragmented efforts
and inconsistent messaging
OBSTACLES
11 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
Limited Resources
Firms struggle to allocate the necessary
resources to both channels. Paid search
requires a budget for advertising spend, while
organic search requires investment in content
creation, technical SEO, and other efforts.
.
Siloed Departments
Brands may have siloed departments
responsible for paid and organic search
efforts, which can make it difficult to
create a unified strategy that leverages
the strengths of both channels.
Lack of Coordination
Even when departments are not siloed,
a lack of coordination between the
teams responsible for paid and organic
search can lead to fragmented efforts
and inconsistent messaging
Compliance & Regulatory
Most assets need to go through
compliance which can delay or even
derail messaging or pivot campaigns
OBSTACLES
12 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
Limited Resources
Firms struggle to allocate the necessary
resources to both channels. Paid search
requires a budget for advertising spend, while
organic search requires investment in content
creation, technical SEO, and other efforts.
.
Siloed Departments
Brands may have siloed departments
responsible for paid and organic search
efforts, which can make it difficult to
create a unified strategy that leverages
the strengths of both channels.
Lack of Coordination
Even when departments are not siloed,
a lack of coordination between the
teams responsible for paid and organic
search can lead to fragmented efforts
and inconsistent messaging
Compliance & Regulatory
Most assets need to go through
compliance which can delay or even
derail messaging or pivot campaigns
Measurement Difficulty
Measuring the ROI of both paid and
organic search can be challenging as
attribution models and tracking metrics
can differ between the two channels.
OBSTACLES
13 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
An Integrated Search Strategy Can be Difficult to Compile
Limited Resources
Firms struggle to allocate the necessary
resources to both channels. Paid search
requires a budget for advertising spend, while
organic search requires investment in content
creation, technical SEO, and other efforts.
.
Siloed Departments
Brands may have siloed departments
responsible for paid and organic search
efforts, which can make it difficult to
create a unified strategy that leverages
the strengths of both channels.
Lack of Coordination
Even when departments are not siloed,
a lack of coordination between the
teams responsible for paid and organic
search can lead to fragmented efforts
and inconsistent messaging
Compliance & Regulatory
Most assets need to go through
compliance which can delay or even
derail messaging or pivot campaigns
Measurement Difficulty
Measuring the ROI of both paid and
organic search can be challenging as
attribution models and tracking metrics
can differ between the two channels.
Competitive Landscape
Google organic is often referred to as a
black box, while the paid landscape is
competitive and changes frequently
OBSTACLES
14 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
A QUICK POLL:​​
Which of the following challenges resonate with you?
a. Limited Resources
b. Siloed Departments
c. Compliance & Regulatory
d. Measurement Difficulty
15 This document and the information in it are provided in confidence, and may not be disclosed to any third party.
Understanding the roles and expectations for maximum contribution
Roles of the Channels
16 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Customer Centricity is Key
Always consider your customer’s needs, preferences, and behaviors
Customer’s Needs
Understanding what your
customer needs to educate
themselves to make a
purchasing decision.
Customer’s Behaviors
Get in the mindset of
your customer to know
what their behaviors,
thoughts, and pain points
may be.
17 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Connected Search & Customer Journeys
Leveraging paid for bottom funnel and organic & content marketing for mid-top funnel
Organic Search
Paid Search
Top funnel
Mid funnel
Bottom funnel
This document and the information in it are provided in confidence, and may not be disclosed to any third party.
Understanding the roles and expectations for maximum contribution
Delivering a Connected Search
Program
19 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Navigating Towards Delivering a Connected Search Program
Start attacking the SERP positions and journey milestones collectively
Organic Search
Testing
Find optimization
opportunities
Integrated Measurement
• Prioritize keywords for
respective channels based
on performance
benchmarks and cost
efficiency
• Finalize testing ideas with
business buy-in
• Create roadmap for
hypothesis testing to
improve cumulative
performance of organic
and paid search channels
• Choose metrics that are
important, actionable, and
can be influenced by your
team
• Start measuring together
• Bring together bottom
funnel metrics
20 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Use the connected search dashboard to inform strategy
Use the connected dashboard to identify the highest impact areas of opportunity and for
monitoring ongoing performance
Insights
• Understanding of the SERP landscape
• Get visibility into performance of different
keyword segments
• Understand which queries are impactful for
each channel
• Evaluate content performance
21 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Use cases to test incrementality
• Discovery of high potential
keywords across products –
Low CPA and High SEO
Strength
• In a non-competitive
environment, lower your
reliance on SEM keywords
to reinvest and expand into
additional themes
• Determine incrementality
for SEM on keywords
ranking at different position
to prioritize SEO efforts &
content strategy
Use integrated search dashboard to identify optimization opportunities
across SEM & SEO
Illustrative: Integrated Search Dashboard to measure cumulative
performance
22 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
In Non-Brand Search Our Approach is Focused on Segmenting Intents by
Conversion Potential
Leverage paid search to win in 1, 3 and selective strategic pockets in 2; prioritize organic for other
categories
Search
Volume
High
Harvest Traffic
Economically
Maximize Search
Presence
Reduce Focus; Only
Defend
Capture the Niche
High
Low Conversion Potential
Typically, Upper-funnel
broad terms
Typically, Lower-funnel
terms
Typically, Upper-funnel
niche terms
Typically, Lower-funnel
niche terms
23 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Creating a hypothesis testing roadmap
Illustrative Plan
Identify & Prioritize Opportunities
• Short term when SEO is strong
• Mid term when SEO can be improved (rank
and/or CRO)
• Long term when SEO needs to be built
24 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Methods for measuring brand incrementality testing
This method involves finding two distinct
geolocations that have users with similar
traits and exposing them to different
conditions.
Illustrative list of features for
identification of similar Geos
1.Exposure data (SA 360): Spends,
Impressions, etc.
2.Web behavior (GA4): Sessions,
Engagement Rate, etc.
3.Conversion data (GA4/Backend system):
Approvals, Booked loans, etc.
Clustering approach
Match markets using time series model
Geo test
This method involves stop bidding on a
set of keywords for a period and
analyzing traffic and conversions before
and during the test period.
Illustrative list of criteria for selecting
keywords for testing
1. Organic performance (GSC, GA4):
Organic position, traffic , CTR, Conv. Rate,
etc.
2. Paid performance (SA 360): Spend,
CPA, etc.
3. Competition (SA 360/Third-party tools):
Impressions share, etc.
Segmentation approach
Identify keywords with high organic
performance and low paid performance or
low competition
On-off test
This method integrates geo testing and
on-off testing, wherein we first identify
geographies of similar characteristics
along with a list of target keywords.
Subsequently, we suspend bidding on
these selected keywords in the test
geography while continuing to bid on
them in the control geography
Hybrid test
25 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Illustrative Testing Plan: Phased Approach
Phase 1 (4-6 Weeks) Phase 2 (4-6 Weeks) Phase 3 (4-6 Weeks)
• Low-risk segments (low/no
competition* and top SEO)
• Medium-risk segment
(low/medium competition*
and top SEO)
• Expand test to include device
type as a variable (high
competition and top SEO)
Keyword
Segment
• Geo-Test OR On-Off Test • Geo Test • Geo Test
Test
Approach
Test
outcomes
• Incrementality of keyword
segment
• Variation in CTR by search
terms
• Variation in CVR for organic
pages with incremental
traffic
• Variation in CTR by search
terms
• Variation in CVR for organic
pages with incremental
traffic
• Variation in traffic and
conversions by device
Note: Competition is measured based on competition impression share
26 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Use Causal Inference for analyzing test results
What is Causal Inference?
Causal inference is the process of determining the independent,
actual effect of a particular phenomenon that is a component of a
larger system.
Tools for conducting analysis
• Difference-in-Difference
• Synthetic Control
• Matching
Application of Causal Inference in Financial Services
• Measurement of marketing campaign effectiveness
• Measuring brand awareness efforts
• Optimization of Websites and Apps
27 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Bid Strategies; How Paid Can Be a Lever to Compliment Organic
Based on the maturity of your organic program, paid can compliment and fill in gaps
28 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Boosting Efficiency: Annualized $840K savings on branded terms
Client Challenge
The client is a leading financial
services corporation, specializing in
credit cards, personal, student, and
home equity loans, and offers a
comprehensive suite of digital banking
solutions.
The client is spending over 50%
their paid search budget for
branded searches and aims to
optimize this spending without
significantly affecting traffic and
conversions.
Solution
• Developed and executed a comprehensive experimentation program aimed at
uncovering optimization opportunities.
• A total of 1,930 overlapping search terms were evaluated based on SEM CPA,
Imp Share and SEO coverage
• Eight keywords were identified for the first phase of testing, including keywords
with low paid performance, medium conquesting, and high conquesting
• We conducted a on-off test for 4 weeks. During which we paused bidding on
these 8 keywords. To rule out any seasonality, we created synthetic controls
using SEO performance data.
• Set up detailed monitoring reports for ongoing assessment of organic
performance and competitor activities during the test period.
• Applied a causal inference framework to accurately assess the incremental impact
of branded paid search
• Identified opportunity to redeploy $840K brand spend into non-
brand and achieve ~1,000 incremental annual accounts
• Identified keyword segments where optimizing the organic
experience resulted in a ~2X improvement in conversion rate
• Organic search was able to capture 53% of the paid traffic and
33% of accounts overall
• Mobile was able to capture higher share of paid traffic and
accounts 57% and 43% respectively
• Desktop less effective at capturing same level of traffic and
accounts 47% and 18% respectively
Learnings
29 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Holdout tests conducted for Paid search ads for a leading consumer lending
brand
Non-Brand Holdout Test & Results
A holdout test was launched to understand true incrementality
of Non-Brand Search over Brand SEM and SEO. Learnings from
these tests was factored into channel strategy & budget
planning for the remainder of the year
• Majority of Non-Brand incrementality is in new & former customer
segments. Approvals lost by 100% and loans by 92%
• The negative impact on Brand volumes in Holdout DMAs marginally
validates the hypothesis -customers that become aware of the brand via
a Non-Brand SEM ad and subsequently convert via a Brand SEM ad are
impacted
• In present customer segment, SEO & Brand captured more loans than
BAU indicating low incrementality
• Present customer segments were suppressed from existing Non-
Brand campaigns
• For budget allocation Non-Brand search was given higher weightage
in the custom-built attribution
Campaign changes
50% of DMAs in Holdout; 50% DMAs in BAU.
DMAs selected randomly but validated for historical SEM/SEO channel
performance similarly
Test Design
• BAU: 50% of target states where the non brand search campaign
continues running at BAU levels
• Holdout: 50% of target states are held out from the campaign.
Customers searching from non brand keywords here will not see
our ad, but may see our SEO result if applicable
Split
Non-Brand SEM+Brand SEM+SEO Apps, Loans in
Holdout DMAs vs. BAU DMAs
KPI
30 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Operationalization of SEO/SEM Initiatives
Holistic
Dashboard
Keyword
Mapping
Align Roles
Test OR
Implement
Initiatives
Execute &
Measure
Operationa
lize the
Learning
SEO &
SEM
Synergies
• Key focus areas
• Establish KPIs and Visualize
• Automation and monthly cadence
• Establish KW universe
• Identify funnel stages
• Dual Placements
• Paid to play primary role
• Organic to play primary role
• Implement learnings
• Test opportunities
• Performance monitoring
• Learning plan
• Scale the opportunity tested
across the KW universe
31 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
A QUICK POLL:​​
Of all the tactics demonstrated today, which one you need
assistance/consultation with?
a. Assessing your current search strategies
b. Delivering a “Connected Search Program”
c. Identifying optimization opportunities with SEO & SEM
d. Measurement & Testing
e. None
Holistic Search 2.0: Optimizing and Measuring Organic & Paid Performance
33 This document and the informationin it are provided in confidence, and may not be disclosed to any third party.
Bangalore
Singapore
London
Toronto
New York
Chicago
San Francisco
Mexico City
Thank You!
Shaubhik Ray
Sr.Director, Digital Analytics
Shaubhik.R@iquanti.com

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Holistic Search 2.0: Optimizing and Measuring Organic & Paid Performance

  • 2. But first…. a little housekeeping Click the screen to Enable Sound 🔊 Closed Caption is available: click the CC Add your questions for the Q&A at the end ● Breakout room opens after presentation ● Stick around for the post-webinar survey
  • 3. 2 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. SHAUBHIK RAY • Over 15 years of analytics leadership experience • Currently Sr. Director, Digital Analytics at iQuanti and leads the digital analytics practice • Focuses on developing and implementing digital analytics solutions for clients, with a focus on financial services and retail • Previously, worked at Oracle and Tableau
  • 4. 3 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. 1 Power of a Holistic Search Strategy Today we’ll discuss… 2 Roles of the Channels 3 Delivering a Connected Search Program
  • 5. This document and the information in it are provided in confidence, and may not be disclosed to any third party. 4 Integrating Paid & Organic Search Power of a Holistic Search Strategy
  • 6. 5 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. • Integrates organic and paid search strategies to create a unified approach • Ensures both channels complement each other, maximizing visibility and efficiency Understanding Holistic Search Paid PAA Organic Local Stories Answer Box
  • 7. 6 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. • Enhanced Visibility: Combining efforts can improve overall search engine visibility. • Cost Efficiency: Optimize budget allocation by understanding the strengths and weaknesses of each channel. • Better User Experience: A cohesive strategy provides a consistent message to users across touchpoints. • Improved Data Insights: Holistic approach offers a more complete picture of user behavior and campaign performance. Why Holistic Search Matters
  • 8. 7 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile OBSTACLES
  • 9. 8 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile Limited Resources Firms struggle to allocate the necessary resources to both channels. Paid search requires a budget for advertising spend, while organic search requires investment in content creation, technical SEO, and other efforts. . OBSTACLES
  • 10. 9 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile Limited Resources Firms struggle to allocate the necessary resources to both channels. Paid search requires a budget for advertising spend, while organic search requires investment in content creation, technical SEO, and other efforts. . Siloed Departments Brands may have siloed departments responsible for paid and organic search efforts, which can make it difficult to create a unified strategy that leverages the strengths of both channels. OBSTACLES
  • 11. 10 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile Limited Resources Firms struggle to allocate the necessary resources to both channels. Paid search requires a budget for advertising spend, while organic search requires investment in content creation, technical SEO, and other efforts. . Siloed Departments Brands may have siloed departments responsible for paid and organic search efforts, which can make it difficult to create a unified strategy that leverages the strengths of both channels. Lack of Coordination Even when departments are not siloed, a lack of coordination between the teams responsible for paid and organic search can lead to fragmented efforts and inconsistent messaging OBSTACLES
  • 12. 11 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile Limited Resources Firms struggle to allocate the necessary resources to both channels. Paid search requires a budget for advertising spend, while organic search requires investment in content creation, technical SEO, and other efforts. . Siloed Departments Brands may have siloed departments responsible for paid and organic search efforts, which can make it difficult to create a unified strategy that leverages the strengths of both channels. Lack of Coordination Even when departments are not siloed, a lack of coordination between the teams responsible for paid and organic search can lead to fragmented efforts and inconsistent messaging Compliance & Regulatory Most assets need to go through compliance which can delay or even derail messaging or pivot campaigns OBSTACLES
  • 13. 12 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile Limited Resources Firms struggle to allocate the necessary resources to both channels. Paid search requires a budget for advertising spend, while organic search requires investment in content creation, technical SEO, and other efforts. . Siloed Departments Brands may have siloed departments responsible for paid and organic search efforts, which can make it difficult to create a unified strategy that leverages the strengths of both channels. Lack of Coordination Even when departments are not siloed, a lack of coordination between the teams responsible for paid and organic search can lead to fragmented efforts and inconsistent messaging Compliance & Regulatory Most assets need to go through compliance which can delay or even derail messaging or pivot campaigns Measurement Difficulty Measuring the ROI of both paid and organic search can be challenging as attribution models and tracking metrics can differ between the two channels. OBSTACLES
  • 14. 13 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. An Integrated Search Strategy Can be Difficult to Compile Limited Resources Firms struggle to allocate the necessary resources to both channels. Paid search requires a budget for advertising spend, while organic search requires investment in content creation, technical SEO, and other efforts. . Siloed Departments Brands may have siloed departments responsible for paid and organic search efforts, which can make it difficult to create a unified strategy that leverages the strengths of both channels. Lack of Coordination Even when departments are not siloed, a lack of coordination between the teams responsible for paid and organic search can lead to fragmented efforts and inconsistent messaging Compliance & Regulatory Most assets need to go through compliance which can delay or even derail messaging or pivot campaigns Measurement Difficulty Measuring the ROI of both paid and organic search can be challenging as attribution models and tracking metrics can differ between the two channels. Competitive Landscape Google organic is often referred to as a black box, while the paid landscape is competitive and changes frequently OBSTACLES
  • 15. 14 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. A QUICK POLL:​​ Which of the following challenges resonate with you? a. Limited Resources b. Siloed Departments c. Compliance & Regulatory d. Measurement Difficulty
  • 16. 15 This document and the information in it are provided in confidence, and may not be disclosed to any third party. Understanding the roles and expectations for maximum contribution Roles of the Channels
  • 17. 16 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Customer Centricity is Key Always consider your customer’s needs, preferences, and behaviors Customer’s Needs Understanding what your customer needs to educate themselves to make a purchasing decision. Customer’s Behaviors Get in the mindset of your customer to know what their behaviors, thoughts, and pain points may be.
  • 18. 17 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Connected Search & Customer Journeys Leveraging paid for bottom funnel and organic & content marketing for mid-top funnel Organic Search Paid Search Top funnel Mid funnel Bottom funnel
  • 19. This document and the information in it are provided in confidence, and may not be disclosed to any third party. Understanding the roles and expectations for maximum contribution Delivering a Connected Search Program
  • 20. 19 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Navigating Towards Delivering a Connected Search Program Start attacking the SERP positions and journey milestones collectively Organic Search Testing Find optimization opportunities Integrated Measurement • Prioritize keywords for respective channels based on performance benchmarks and cost efficiency • Finalize testing ideas with business buy-in • Create roadmap for hypothesis testing to improve cumulative performance of organic and paid search channels • Choose metrics that are important, actionable, and can be influenced by your team • Start measuring together • Bring together bottom funnel metrics
  • 21. 20 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Use the connected search dashboard to inform strategy Use the connected dashboard to identify the highest impact areas of opportunity and for monitoring ongoing performance Insights • Understanding of the SERP landscape • Get visibility into performance of different keyword segments • Understand which queries are impactful for each channel • Evaluate content performance
  • 22. 21 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Use cases to test incrementality • Discovery of high potential keywords across products – Low CPA and High SEO Strength • In a non-competitive environment, lower your reliance on SEM keywords to reinvest and expand into additional themes • Determine incrementality for SEM on keywords ranking at different position to prioritize SEO efforts & content strategy Use integrated search dashboard to identify optimization opportunities across SEM & SEO Illustrative: Integrated Search Dashboard to measure cumulative performance
  • 23. 22 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. In Non-Brand Search Our Approach is Focused on Segmenting Intents by Conversion Potential Leverage paid search to win in 1, 3 and selective strategic pockets in 2; prioritize organic for other categories Search Volume High Harvest Traffic Economically Maximize Search Presence Reduce Focus; Only Defend Capture the Niche High Low Conversion Potential Typically, Upper-funnel broad terms Typically, Lower-funnel terms Typically, Upper-funnel niche terms Typically, Lower-funnel niche terms
  • 24. 23 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Creating a hypothesis testing roadmap Illustrative Plan Identify & Prioritize Opportunities • Short term when SEO is strong • Mid term when SEO can be improved (rank and/or CRO) • Long term when SEO needs to be built
  • 25. 24 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Methods for measuring brand incrementality testing This method involves finding two distinct geolocations that have users with similar traits and exposing them to different conditions. Illustrative list of features for identification of similar Geos 1.Exposure data (SA 360): Spends, Impressions, etc. 2.Web behavior (GA4): Sessions, Engagement Rate, etc. 3.Conversion data (GA4/Backend system): Approvals, Booked loans, etc. Clustering approach Match markets using time series model Geo test This method involves stop bidding on a set of keywords for a period and analyzing traffic and conversions before and during the test period. Illustrative list of criteria for selecting keywords for testing 1. Organic performance (GSC, GA4): Organic position, traffic , CTR, Conv. Rate, etc. 2. Paid performance (SA 360): Spend, CPA, etc. 3. Competition (SA 360/Third-party tools): Impressions share, etc. Segmentation approach Identify keywords with high organic performance and low paid performance or low competition On-off test This method integrates geo testing and on-off testing, wherein we first identify geographies of similar characteristics along with a list of target keywords. Subsequently, we suspend bidding on these selected keywords in the test geography while continuing to bid on them in the control geography Hybrid test
  • 26. 25 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Illustrative Testing Plan: Phased Approach Phase 1 (4-6 Weeks) Phase 2 (4-6 Weeks) Phase 3 (4-6 Weeks) • Low-risk segments (low/no competition* and top SEO) • Medium-risk segment (low/medium competition* and top SEO) • Expand test to include device type as a variable (high competition and top SEO) Keyword Segment • Geo-Test OR On-Off Test • Geo Test • Geo Test Test Approach Test outcomes • Incrementality of keyword segment • Variation in CTR by search terms • Variation in CVR for organic pages with incremental traffic • Variation in CTR by search terms • Variation in CVR for organic pages with incremental traffic • Variation in traffic and conversions by device Note: Competition is measured based on competition impression share
  • 27. 26 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Use Causal Inference for analyzing test results What is Causal Inference? Causal inference is the process of determining the independent, actual effect of a particular phenomenon that is a component of a larger system. Tools for conducting analysis • Difference-in-Difference • Synthetic Control • Matching Application of Causal Inference in Financial Services • Measurement of marketing campaign effectiveness • Measuring brand awareness efforts • Optimization of Websites and Apps
  • 28. 27 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Bid Strategies; How Paid Can Be a Lever to Compliment Organic Based on the maturity of your organic program, paid can compliment and fill in gaps
  • 29. 28 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Boosting Efficiency: Annualized $840K savings on branded terms Client Challenge The client is a leading financial services corporation, specializing in credit cards, personal, student, and home equity loans, and offers a comprehensive suite of digital banking solutions. The client is spending over 50% their paid search budget for branded searches and aims to optimize this spending without significantly affecting traffic and conversions. Solution • Developed and executed a comprehensive experimentation program aimed at uncovering optimization opportunities. • A total of 1,930 overlapping search terms were evaluated based on SEM CPA, Imp Share and SEO coverage • Eight keywords were identified for the first phase of testing, including keywords with low paid performance, medium conquesting, and high conquesting • We conducted a on-off test for 4 weeks. During which we paused bidding on these 8 keywords. To rule out any seasonality, we created synthetic controls using SEO performance data. • Set up detailed monitoring reports for ongoing assessment of organic performance and competitor activities during the test period. • Applied a causal inference framework to accurately assess the incremental impact of branded paid search • Identified opportunity to redeploy $840K brand spend into non- brand and achieve ~1,000 incremental annual accounts • Identified keyword segments where optimizing the organic experience resulted in a ~2X improvement in conversion rate • Organic search was able to capture 53% of the paid traffic and 33% of accounts overall • Mobile was able to capture higher share of paid traffic and accounts 57% and 43% respectively • Desktop less effective at capturing same level of traffic and accounts 47% and 18% respectively Learnings
  • 30. 29 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Holdout tests conducted for Paid search ads for a leading consumer lending brand Non-Brand Holdout Test & Results A holdout test was launched to understand true incrementality of Non-Brand Search over Brand SEM and SEO. Learnings from these tests was factored into channel strategy & budget planning for the remainder of the year • Majority of Non-Brand incrementality is in new & former customer segments. Approvals lost by 100% and loans by 92% • The negative impact on Brand volumes in Holdout DMAs marginally validates the hypothesis -customers that become aware of the brand via a Non-Brand SEM ad and subsequently convert via a Brand SEM ad are impacted • In present customer segment, SEO & Brand captured more loans than BAU indicating low incrementality • Present customer segments were suppressed from existing Non- Brand campaigns • For budget allocation Non-Brand search was given higher weightage in the custom-built attribution Campaign changes 50% of DMAs in Holdout; 50% DMAs in BAU. DMAs selected randomly but validated for historical SEM/SEO channel performance similarly Test Design • BAU: 50% of target states where the non brand search campaign continues running at BAU levels • Holdout: 50% of target states are held out from the campaign. Customers searching from non brand keywords here will not see our ad, but may see our SEO result if applicable Split Non-Brand SEM+Brand SEM+SEO Apps, Loans in Holdout DMAs vs. BAU DMAs KPI
  • 31. 30 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Operationalization of SEO/SEM Initiatives Holistic Dashboard Keyword Mapping Align Roles Test OR Implement Initiatives Execute & Measure Operationa lize the Learning SEO & SEM Synergies • Key focus areas • Establish KPIs and Visualize • Automation and monthly cadence • Establish KW universe • Identify funnel stages • Dual Placements • Paid to play primary role • Organic to play primary role • Implement learnings • Test opportunities • Performance monitoring • Learning plan • Scale the opportunity tested across the KW universe
  • 32. 31 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. A QUICK POLL:​​ Of all the tactics demonstrated today, which one you need assistance/consultation with? a. Assessing your current search strategies b. Delivering a “Connected Search Program” c. Identifying optimization opportunities with SEO & SEM d. Measurement & Testing e. None
  • 34. 33 This document and the informationin it are provided in confidence, and may not be disclosed to any third party. Bangalore Singapore London Toronto New York Chicago San Francisco Mexico City Thank You! Shaubhik Ray Sr.Director, Digital Analytics Shaubhik.R@iquanti.com