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How a Few Pages Can Make or Break Your Website

Posted by Jeff_Baker

A prospect unequivocally disagreed with a recommendation I made recently.

I told him a few pages of content could make a significant impact on his site. Even when presented with hard numbers backing up my assertions, he still balked. My ego started gnawing: would a painter tell a mathematician how to do trigonometry?

Unlike art, content marketing and SEO aren’t subjective. The quality of the words you write can be quantified, and they can generate a return for your business.

Most of your content won’t do anything

In order to have this conversation, we really need to deal with this fact.

Most content created lives deep on page 7 of Google, ranking for an obscure keyword completely unrelated to your brand. A lack of scientific (objective math) process is to blame. But more on that later.

Case in point: Brafton used to employ a volume play with regard to content strategy. Volume = keyword rankings. It was spray-and-pray, and it worked.

Looking back on current performance for old articles, we find that the top 100 pages of our site (1.2% of all indexed pages) drive 68% of all organic traffic.

Further, 94.5% of all indexed pages drive five clicks or less from search every three months.

So what gives?

Here’s what has changed: easy content is a thing of the past. Writing content and “using keywords” is a plan destined for a lonely death on page 7 of the search results. The process for creating content needs to be rigorous and heavily supported by data. It needs to start with keyword research.

1. Keyword research:

Select content topics from keywords that are regularly being searched. Search volume implies interest, which guarantees what you are writing about is of interest to your target audience. The keywords you choose also need to be reasonable. Using organic difficulty metrics from Moz or SEMrush will help you determine if you stand a realistic chance of ranking somewhere meaningful.

2. SEO content writing:

Your goal is to get the page you’re writing to rank for the keyword you’re targeting. The days of using a keyword in blog posts and linking to a product landing page are over. One page, one keyword. Therefore, if you want your page to rank for the chosen keyword, that page must be the very best piece of content on the web for that keyword. It needs to be in-depth, covering a wide swath of related topics.

How to project results

Build out your initial list of keyword targets. Filter the list down to the keywords with the optimal combination of search volume, organic difficulty, SERP crowding, and searcher intent. You can use this template as a guide — just make a copy and you’re set.

Get the keyword target template

Once you’ve narrowed down your list to top contenders, tally up the total search volume potential — this is the total number of searches that are made on a monthly basis for all your keyword targets. You will not capture this total number of searches. A good rule of thumb is that if you rank, on average, at the bottom of page 1 and top of page 2 for all keywords, your estimated CTR will be a maximum of 2%. The mid-bottom of page 1 will be around 4%. The top-to-middle of page 1 will be 6%.

In the instance above, if we were to rank poorly, with a 2% CTR for 20 pages, we would drive an additional 42–89 targeted, commercial-intent visitors per month.

The website in question drives an average of 343 organic visitors per month, via a random assortment of keywords from 7,850 indexed pages in Google. At the very worst, 20 pages, or .3% of all pages, would drive 10.9% of all traffic. At best (if the client followed the steps above to a T), the .3% additional pages would drive 43.7% of all traffic!

Whoa.

That’s .3% of a site’s indexed pages driving an additional 77.6% of traffic every. single. month.

How a few pages can make a difference

Up until now, everything we’ve discussed has been hypothetical keyword potential. Fortunately, we have tested this method with 37 core landing pages on our site (.5% of all indexed pages). The result of deploying the method above was 24 of our targeted keywords ranking on page 1, driving an estimated 716 high-intent visitors per month.

That amounts to .5% of all pages driving 7.7% of all traffic. At an average CPC of $12.05 per keyword, the total cost of paying for these keywords would be $8,628 per month.

Our 37 pages (.5% of all pages), which were a one-time investment, drive 7.7% of all traffic at an estimated value of $103,533 yearly.

Can a few pages make or break your website? You bet your butt.


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Beyond Youtube: Video Hosting, Marketing, and Monetization Platforms, Compared

Posted by AnnSmarty

A few weeks ago I did a step-by-step article on building up your YouTube presence. When writing the article, I immediately had a follow-up idea on expanding my tips beyond YouTube. Since then, some of the comments have confirmed the need for this follow-up.

The increasing interest in video marketing and diversifying your efforts is not surprising: According to HubSpot’s research 45% of web users watch an hour or more of video per day. That’s a lot if time our customers spend watching videos! And it’s projected that by 2020, 82% of all consumer web traffic will be video.

Obviously, if you are seriously entering the video marketing arena, limiting yourself to YouTube alone is not a smart idea, just like limiting yourself to any one marketing channel is probably never a good way to go.

With that in mind, what other options do we have?

More video hosting options

YouTube is not the only major video hosting platform out there. There are a few solid options that you want to consider. Here are three additional platforms and how they fit different needs:


YouTube

Vimeo Pro

Vimeo Business

Wistia

Cost

Free

$20 /m

$50 /m

$99 /m

What’s included

Unlimited videos

20GB per week

5TB per week

10 videos a month

Lead generation

No

No

Yes

Yes

Customizable player

No

Yes

Yes

Yes

Collaboration

No

No

Yes

No

Publish native to Facebook & Twitter

No

Yes

Yes

No

Clickable links

No(*)

Yes

Yes

Yes

Domain-level privacy

No

Yes

Yes

Yes

Analytics

Yes

Yes

Yes

Yes (**)

Video schema

No

No

No

Yes

Customer support

No(*)

Yes

Yes

Yes

Cons

Crowded, no good way to send viewers to your site…

Often has issues with bandwidth; videos load slower. If you are looking for organic visibility, it’s quite niche-specific (artists, etc.)

Most expensive

Best for

Anyone

Filmmakers

Agencies

Businesses

  • (*) Unless you become a YouTube Partner (which is next to impossible for new and medium-scale channels)
  • (**) I (as well as many reviewers) consider Wistia analytics much better than that of YouTube and Vimeo

Bottom line:

Choosing a video hosting platform is overwhelming but here are a few easy-to-digest takeaways from the above comparison:

  • YouTube is beyond competition. If you are into video marketing, you need to be there, at least for the sake of being discovered through their search and suggested videos. However, a YouTube account is only good for promoting the YouTube account. There’s little chance to drive leads to your site or build solid income there. You do need to be there for branding, though. Besides, none of the other options will offer an opportunity for such a powerful organic spread.
  • If you are into creative film-making (artists and storytellers), you’ll want to give Vimeo Pro a try. There’s a big community there and you want to be part of it to find partners/clients.
  • If you are a video marketing agency, Vimeo Business may be your platform of choice (thanks to their collaboration and multi-user support)
  • If you mostly need videos to embed on your landing pages, Wistia will save you tons of time. It’s the easiest to use and understand. No extra training needed. You don’t have to be an experienced filmmaker OR marketer to understand how it works and use its analytics.

Video courses and on-demand video

These days, anyone can create their own on-demand video channel. Isn’t it awesome? It’s also a very smart way to monetize your videos without forcing your viewers into clicking any ads or buying any affiliate stuff you didn’t create.

When consolidating your video marketing efforts into your own on-demand video channel, there are important goals to keep in mind (targeting at least several at a time being the smartest approach):

  • Creating a knowledge base around your product
  • Positioning your brand as a knowledge hub in your niche
  • Building up an additional conversion funnel (for those people who are not ready to buy yet)

To me, creating a video subscription channel seems to be a perfect way to monetize your video creation efforts for two very appealing reasons:

  1. You create a product of your own which you are able to sell. With that comes an ocean of opportunities, from enhanced branding to an ability to expand your reach to many more platforms where you can sell your product from.
  2. You build and nurture your own micro-community, which (if you do things right) are able to spread your word, refer more people to join and support you in your other endeavors.

With that in mind, which options do we have to create our own video course?

Not surprisingly, there are quite a few platforms that fall into two major groups:

  • Revenue sharing platforms. The power of those is that they are interested in selling your courses and there’s usually a community to market your course to. That benefit also creates one major drawback: Expect these platforms to dictate you how to format and market your course. Udemy is the best known example here: I started using it mostly for branding and quickly got discouraged due to their multiple restrictions and poor customer support. Still, it’s a good place to start.
  • VOD (video-on-demand) platforms. These will charge you a monthly fee but they will come with awesome marketing features and integrations, as well as total freedom as to what you want to do with your content and your audience. Like with anything, you get what you pay for.Uscreen is a big player here: You can choose your payment model, use your own domain, brand your course the way you want to, send email marketing emails to your students, and even create a custom smart phone app to give your students an alternative on-the-go way to consume your brand-owned content:

Uscreen course

Bottom line:

Like with video marketing platforms, there’s nothing preventing you from using both of the above options (for example, you can sell a lighter version of your course on Udemy and keep a more advanced, regularly updated version for your own domain) but just to give you an idea:

  • Udemy is best if you are very new to course creation and have no budget to start. It also makes it easy to keep an eye on competitors and understand your audience better by watching what and how they rate and review
  • Uscreen is a logical step further: Once you get more comfortable and have accumulated some videos you may want to bring it to the next level, i.e. create your own branded spot to engage your community better and build an alternative source of income.

Live streaming

Live streaming refers recording and simultaneously broadcasting your video to your audience in real time.

Live streaming has been getting bigger for a few years now and there’s nothing that would signal an upcoming slow-down.

The biggest players here are:

  • YouTube Live
  • Facebook Live
  • Periscope

All the above options are very interactive and engaging: You can see your viewers’ comments and reactions as you are streaming the video and you are able to address them right away.

In this case, your choice depends on your own marketing background: Stick to whatever channel currently works best for you in terms of follower/subscriber base and engagement.

Personally, Facebook is my preferred way to stream videos, not because of the actual audience size but because Facebook audience is more engaged. Besides, Facebook sends a notification to my friends whenever I go live which always results in more views.

But it’s possible that we don’t have to choose…

There are a couple of services that claim to stream “simultaneously” to several of the major platforms which is something I haven’t tried yet but I am definitely planning to. If you like the idea, here’s what I have been able to find so far:


Vimeo Live

Crowdcast Multistreams

Supported platforms

“Vimeo and Facebook, YouTube, or your favorite RTMP destinations”

“Facebook Live, Periscope, YouTube Live, and more”

Cost

$75 per month

$89 per month

Extra Pros

Comes with all Vimeo Business features (analytics, collaboration, hosting, etc.)

Comes with nice webinar hosting features

More tools to amplify your video marketing

In my previous article I listed lots of video creation and marketing tools and I didn’t want to leave you with no tools here as well.

If you have read up to this point, you must be very serious about your video marketing efforts. So to award you, here are a few awesome tools you may want to take note of:

Create: Lumen5

Here’s a nice tool I failed to mention in my previous post: Lumen5. If you are looking for an easy start for your video marketing campaign, take a look at this tool. It turns blog posts into videos and the result is pretty awesome.

lumen5

I don’t mean to say this tool is enough for a well-rounded video marketing campaign but it’s definitely a nice way to re-package your text content and broadcast your articles to video-only channels, like Youtube and Vimeo.

Monetize: Patreon

Apart from selling your videos as a separate project, there’s another cool way to monetize your video activity.

Patreon is nice platform aiming to help independent video creators: Set up your page and invite your social media followers to support your video creation efforts by a small monthly subscription. If you don’t want to sell anything, that’s a nice way to earn your living by engaging your supporters:

patreon

You can learn more on how it works from its current user here.

Monitor: Awario

There’s never one perfect method of doing marketing. There’s always a need to try different tools, formats and platforms. Monitoring your competitors is one great way to discover more of those tactics to play with.

Awario is a great solution to use for competitive multi-channel monitoring. They support all major media including Twitter, Facebook, YouTube, Reddit, blogs and more. You can easily filter out any channel to clear out clutter. YouTube monitoring is a life saver when it comes to keeping an eye on what your competitor is doing video-wise:

awario

When it comes to video marketing, I am not aware of any other solution for monitoring video content.

Conclusion

  • You don’t have to limit yourself to YouTube for video hosting, but you cannot really do without YouTube altogether.
  • When it comes to YouTube, it’s a powerful video discovery engine but there’s not much you can do to direct those viewers to your own site. You need to be there to be discovered, though.
  • When it comes to other video hosting platforms, every solution serves its own purpose, so choose one that will serve your needs best.
  • If you want to consolidate your video marketing efforts (which is a smart and logical step further), create your own on-demand video channel. These days it’s pretty easy and affordable.
  • Video live streaming is a great way to earn organic social media visibility. Choose your platform to stream based on your current level of engagement and reach. Or, try paid solutions that allow to stream to multiple platforms simultaneously

Are there more tools and platforms you are using? Let us know in the comments!


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Looking Beyond Keywords: How to Drive Conversion with Visual Search & Search by Camera

Posted by Jes.Scholz

Let’s play a game. I’ll show you an image. You type in the keyword to find the exact product featured in the image online. Ready?

Google her sunglasses…

What did you type? Brown sunglasses? Brown sunglasses with heavy frame? Retro-look brown sunglasses with heavy frame? It doesn’t matter how long-tail you go, it will be difficult to find that exact pair, if not impossible. And you’re not alone.

For 74% of consumers, traditional text-based keyword searches are inefficient at helping find the right products online.

But much of your current search behavior is based on the false premise that you can describe things in words. In many situations, we can’t.

And this shows in the data. Sometimes we forget that Google Images accounts for 22.6% of all searches — searches where traditional methods of searching were not the best fit.

Image credit: Sparktoro

But I know what you’re thinking. Image SEO drives few to no sessions, let alone conversions. Why should I invest my limited resources into visual marketing?

Because humans are visual creatures. And now, so too are mobile phones — with big screens, multiple cameras, and strong depth perception.

Developments in computer vision have led to a visual marketing renaissance. Just look to visual search leader Pinterest, who reported that 55% of their users shop on the platform. How well do those users convert? Heap Analytics data shows that on shopping cart sizes under $199, image-based Pinterest Ads have an 8.5% conversion rate. To put that in context, that’s behind Google’s 12.3% but in front of Facebook’s 7.2%.

Not only can visual search drive significant conversions online. Image recognition is also driving the digitalization and monetization in the real world.

The rise of visual search in Google

Traditionally, image search functioned like this: Google took a text-based query and tried to find the best visual match based on metadata, markups, and surrounding copy.

But for many years now, the image itself can also act as the search query. Google can search for images with images. This is called visual search.

Google has been quietly adding advanced image recognition capabilities to mobile Google Images over the last years, with a focus on the fashion industry as a test case for commercial opportunities (although the functionality can be applied to automotive, travel, food, and many other industries). Plotting the updates, you can see clear stepping stone technologies building on the theme of visual search.

  • Related images (April 2013): Click on a result to view visually similar images. The first foray into visual search.
  • Collections (November 2015): Allows users to save images directly from Google’s mobile image search into folders. Google’s answer to a Pinterest board.
  • Product images in web results (October 2016): Product images begin to display next to website links in mobile search.
  • Product details on images (December 2016): Click on an image result to display product price, availability, ratings, and other key information directly in the image search results.
  • Similar items (April 2017): Google can identify products, even within lifestyle images, and showcases similar items you can buy online.
  • Style ideas (April 2017): The flip side to similar items. When browsing fashion product images on mobile, Google shows you outfit montages and inspirational lifestyle photos to highlight how the product can be worn in real life.
  • Image badges (August 2017): Label on the image indicate what other details are available, encouraging more users to click; for example, badges such as “recipe” or a timestamp for pages featuring videos. But the most significant badge is “product,” shown if the item is available for purchase online.
  • Image captions (March 2018): Display the title tag and domain underneath the image.

Combining these together, you can see powerful functionality. Google is making a play to turn Google Images into shoppable product discovery — trying to take a bite out of social discovery platforms and give consumers yet another reason to browse on Google, rather than your e-commerce website.

Image credit: Google

What’s more, Google is subtly leveraging the power of keyword search to enlighten users about these new features. According to 1st May MozCast, 18% of text-based Google searches have image blocks, which drive users into Google Images.

This fundamental change in Google Image search comes with a big SEO opportunity for early adopters. Not only for transactional queries, but higher up the funnel with informational queries as well.

kate-middleton-style.gif

Let’s say you sell designer fashion. You could not only rank #1 with your blog post on a informational query on “kate middleton style,” including an image on your article result to enhance the clickability of your SERP listing. You can rank again on page 1 within the image pack, then have your products featured in Similar Items — all of which drives more high-quality users to your site.

And the good news? This is super simple to implement.

How to drive organic sessions with visual search

The new visual search capabilities are all algorithmically selected based on a combination of schema and image recognition. Google told TechCrunch:

“The images that appear in both the style ideas and similar items grids are also algorithmically ranked, and will prioritize those that focus on a particular product type or that appear as a complete look and are from authoritative sites.”

This means on top of continuing to establish Domain Authority site-wide, you need images that are original, high resolution, and clearly focus on a single theme. But most importantly, you need images with perfectly implemented structured markup to rank in Google Images.

To rank your images, follow these four simple steps:

1. Implement schema markup

To be eligible for similar items, you need product markup on the host page that meets the minimum metadata requirements of:

  • Name
  • Image
  • Price
  • Currency
  • Availability

But the more quality detail, the better, as it will make your results more clickable.

2. Check your implementation

Validate your implementation by running a few URLs through Google’s Structured Data Testing Tool. But remember, just being valid is sometimes not enough. Be sure to look into the individual field result to ensure the data is correctly populating and user-friendly.

3. Get indexed

Be aware, it can take up to one week for your site’s images to be crawled. This will be helped along by submitting an image XML sitemap in Google Search Console.

4. Look to Google Images on mobile

Check your implementation by doing a site:yourdomain.cctld query on mobile in Google Images.

If you see no image results badges, you likely have an implementation issue. Go back to step 2. If you see badges, click a couple to ensure they show your ideal markup in the details.

Once you confirm all is well, then you can begin to search for your targeted keywords to see how and where you rank.

Like all schema markup, how items display in search results is at Google’s discretion and not guaranteed. However, quality markup will increase the chance of your images showing up.

It’s not always about Google

Visual search is not limited to Google. And no, I’m not talking about just Bing. Visual search is also creating opportunities to be found and drive conversion on social networks, such as Pinterest. Both brands allow you to select objects within images to narrow down your visual search query.

Image credit: MarTech Today

On top of this, we also have shoppable visual content on the rise, bridging the gap between browsing and buying. Although at present, this is more often driven by data feeds and tagging more so than computer vision. For example:

  • Brahmin offers shoppable catalogs
  • Topshop features user-generated shoppable galleries
  • Net-a-Porter’s online magazine features shoppable article
  • Ted Baker’s campaigns with shoppable videos
  • Instagram & Pinterest both monetize with shoppable social media posts

Such formats reduce the number of steps users need to take from content to conversion. And more importantly for SEOs, they exclude the need for keyword search.

I see a pair of sunglasses on Instagram. I don’t need to Google the name, then click on the product page and then convert. I use the image as my search query, and I convert. One click. No keywords.

…But what if I see those sunglasses offline?

Digitize the world with camera-based search

The current paradigm for SEOs is that we wait for a keyword search to occur, and then compete. Not only for organic rankings, but also for attention versus paid ads and other rich features.

With computer vision, you can cut the keyword search out of the customer journey. By entering the funnel before the keyword search occurs, you can effectively exclude your competitors.

Who cares if your competitor has the #1 organic spot on Google, or if they have more budget for Adwords, or a stronger core value proposition messaging, if consumers never see it?

Consumers can skip straight from desire to conversion by taking a photo with their smartphone.

Brands taking search by camera mainstream

Search by camera is well known thanks to Pinterest Lens. Built into the app, simply point your camera phone at a product discovered offline for online recommendations of similar items.

If you point Lens at a pair of red sneakers, it will find you visually similar sneakers as well as idea on how to style it.

Image credit: Pinterest

But camera search is not limited to only e-commerce or fashion applications.

Say you take a photo of strawberries. Pinterest understand you’re not looking for more pictures of strawberries, but for inspiration, so you’ll see recipe ideas.

The problem? For you, or your consumers, Pinterest is unlikely to be a day-to-day app. To be competitive against keyword search, search by camera needs to become part of your daily habit.

Samsung understands this, integrating search by camera into their digital personal assistant Bixby, with functionality backed by powerful partnerships.

  • Pinterest Lens powers its images search
  • Amazon powers its product search
  • Google translates text
  • Foursquare helps to find places nearby

Bixby failed to take the market by storm, and so is unlikely to be your go-to digital personal assistant. Yet with the popularity of search by camera, it’s no surprise that Google has recently launched their own version of Lens in Google Assistant.

Search engines, social networks, and e-commerce giants are all investing in search by camera…

…because of impressive impacts on KPIs. BloomReach reported that e-commerce websites reached by search by camera resulted in:

  • 48% more product views
  • 75% greater likelihood to return
  • 51% higher time on site
  • 9% higher average order value

Camera search has become mainstream. So what’s your next step?

How to leverage computer vision for your brand

As a marketer, your job is to find the right use case for your brand, that perfect point where either visual search or search by camera can reduce friction in conversion flows.

Many case studies are centered around snap-to-shop. See an item you like in a friend’s home, at the office, or walking past you on the street? Computer vision takes you directly from picture to purchase.

But the applications of image recognition are only limited by your vision. Think bigger.

Branded billboards, magazines ads, product packaging, even your brick-and-mortar storefront displays all become directly actionable. Digitalization with snap-to-act via a camera phone offers more opportunities than QR codes on steroids.

If you run a marketplace website, you can use computer vision to classify products: Say a user wants to list a pair of shoes for sale. They simply snap a photo of the item. With that photo, you can automatically populate the fields for brand, color, category, subcategory, materials, etc., reducing the number of form fields to what is unique about this item, such as the price.

A travel company can offer snap-for-info on historical attractions, a museum on artworks, a healthy living app on calories in your lunch.

What about local SEO? Not only could computer vision show the rating or menu of your restaurant before the user walks inside, but you could put up a bus stop ad calling for hungry travelers to take a photo. The image triggers Google Maps, showing public transport directions to your restaurant. You can take the customer journey, quite literally. Tell them where to get off the bus.

And to build such functionality is relatively easy, because you don’t need to reinvent the wheel. There are many open-source image recognition APIs to help you leverage pre-trained image classifiers, or from which you can train your own:

  • Google Cloud Vision
  • Amazon Rekognition
  • IBM Watson
  • Salesforce Einstein
  • Slyce
  • Clarifai

Let’s make this actionable. You now know computer vision can greatly improve your user experience, conversion rate and sessions. To leverage this, you need to:

  1. Make your brand visual interactive through image recognition features
  2. Understand how consumers visually search for your products
  3. Optimize your content so it’s geared towards visual technology

Visual search is permeating online and camera search is becoming commonplace offline. Now is the time to outshine your competitors. Now is the time to understand the foundations of visual marketing. Both of these technologies are stepping stones that will lead the way to an augmented reality future.


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PICA Protocol: A Visualization Prescription for Impactful Data Storytelling – Whiteboard Friday

Posted by Lea-Pica

If you find your presentations are often met with a lukewarm reception, it’s a sure sign it’s time for you to invest in your data storytelling. By following a few smart rules, a structured approach to data visualization could make all the difference in how stakeholders receive and act upon your insights. In this edition of Whiteboard Friday, we’re thrilled to welcome data viz expert Lea Pica to share her strategic methodology for creating highly effective charts.

A Visualization Prescription for Impactful Storytelling

Click on the whiteboard image above to open a high-resolution version in a new tab!

Video Transcription

Hello, Moz fans. Welcome to another edition of Whiteboard Friday. I’m here to talk to you this week about a very hot topic in the digital marketing space. So my name is Lea Pica, and I am a data storytelling trainer, coach, speaker, blogger, and podcaster at LeaPica.com.

I want to tell you a little story. So as 12 years I spent as a digital analyst and SEM, I used to present insights a lot, but nothing ever happened as a result of it. People fell asleep or never responded. No action was being taken. So I decided to figure out what was happening, and I learned all these great tricks for doing it.

What I learned in my journey is that effective data visualization communicates a story quickly, clearly, accurately, and ethically, and it had really four main goals — to inform decisions, to inspire action, to galvanize people, and most importantly to communicate the value of the work that you do.

Now, there are lots of things you can do, but I was struggling to find one specific process that was going to help me get from what I was trying to communicate to getting people to act on it. So I developed my own methodology. It’s called the PICA Protocol, and it’s a visualization prescription for impactful data storytelling. What I like about this protocol is that it’s practical, approachable. It’s not complicated. It’s prescriptive, and it’s repeatable. I believe it’s going to get you where you need to go every time.

So let’s say one of your managers, clients, stakeholders is asking you for something like, “What are our most successful keyword groups?” Something delightfully vague like that. Now, before you jump into your data visualization platform and start dropping charts like it’s hot, I want you to take a step back and start with the first step in the process, which is P for purpose.

P for Purpose

So I found that every great data visualization started with a very focused question or questions.

  • Why do you exist? Get philosophical with it.
  • What need of my audience are you meeting?
  • What decisions are you going to inform?

These questions help you get really focused about what you’re going to present and avoid the sort of needle in a haystack approach to seeing what might stick.

So the answers to these questions are going to help you make an important decision, to choose an appropriate chart type for the message that you’re trying to convey. Some of the ways you want to do that — I hear you guys are like into keywords a little bit — you want to listen for the keywords of what people are asking you for. So in this case, we have “most successful.” Okay, that indicates a comparison. Different types or campaigns or groups, those are categories. So it sounds like what we’re going for is a categorical comparison. There are other kinds of keywords you can look for, like changing over time, how this affects that. Answers or opinions. All of those are going to help you determine your most appropriate visual.

Now, in this case, we have a categorical comparison, so I always go back to basics. It’s an oldie but goodie, but we’re going to do the tried-and-true bar chart. It’s universally understood and doesn’t have a learning curve. What I would not recommend are pie charts. No, no, no. Unless you only have two segments in your visual and one is unmistakably larger than the other, pie charts are not your best choice for communicating categorical comparison, composition, or ranking.

I for Insight

So we have our choice. We’re now going to move on to the next step in the methodology, which is I for insight. So an insight is something that gives a person a capacity to understand something quickly, accurately, and intuitively. Think of those criteria.

So here, does my display surface the story and answer these questions intuitively? That’s our criteria. The components of that are:

  • Layout and orientation. So how is the chart configured? Very often we’ll use vertical bar charts for categorical comparison, but that will end up having diagonal labels if they’re really long, and unless your audience walks around like this all the time, it’s going to be confusing because that would be weird. So you want to make sure it’s oriented well.
  • Labeling. In the case of bars, I always prefer to label each bar directly rather than relying on just an axis, because then their eyes aren’t jumping from bar to axis to bar to axis and they’re paying more attention to you. That’s also for line charts. Very often I’ll label a line with a maximum, a minimum, and maybe the most important data point.
  • Interpretation of the data and where we’re placing it, the location.
    • So our interpretation, is it objective or is it subjective? So subjective words are like better or worse or stupid or awesome. Those are opinions. But objective words are higher, lower, most efficient, least efficient. So you really want your observations to be objective.
    • Have you presented it ethically? Or have you manipulated the view in a way that isn’t telling a really ethical picture, like adjusting a bar axis above zero, which is a no-no? But you can do that with a line graph in certain cases. So look for those nuances. You want to basically ask yourself, “Would I be able to uphold this visual in a court of law or sleep at night?”
    • Location of that insight. So very often we’ll put our insights, our interpretation down here or in really tiny letters up here. Then up here we’ll put big letters saying this is sales, my keyword category. No. What we want to do is we want to put our interpretation up here. This top area is the most important real estate on your visual. That’s where their eyes are going to look first. So think of this like a BuzzFeed headline for your visual. What do you want them to take away? You can always put what the chart is here in a little subtitle.
  • Make recommendations. Because that’s what a really powerful visual is going to do.
    • I always suggest having two recommendations at least, because this way you’re empowering your audience with a choice. This way you can actually be subjective. That is okay in this case, because that’s your unique subject matter expertise.
    • Are your recommendations accountable to specific people? Are they feasible?
    • What’s the cost of not acting on your recommendations? Put some urgency behind it. So I like to put my recommendations in a little box or callout on the side here so it’s really clear after I’ve presented my facts.

C for Context

The next step in the methodology is C for context. What this is saying is, “Do I have all the data points I need to paint a complete picture, or is there more to this story?” So some additional lenses you might find useful are past period comparison, targets or benchmarks are useful, segmentation, things like geography, mobile device. Or what are the typical questions or arguments that your audience has when you present data? They can be super value contextual points.

In this case, I might decide that while they care about the number of sales, because that’s most successful to them, I care about the keywords “conversion rates.” So I’m going to add a second bar chart here like this, and I’m going to see there’s a different story that’s popping out here now.

Now, this is where your data storytelling really comes into play. This particular strategy is called a table lens or a side-by-side bar chart. It’s what I recommend if you want to combine two categorical metrics together.

A for Aesthetics

Now, the last step in the methodology is A for aesthetics. Aesthetics are how things look. So it’s not about making it look pretty. No, it’s asking, “Does my viz comply with brain best practices of how we absorb information?”

1. Decrease visual noise

So the first step in doing that is we want to decrease visual noise, because that creates a lot of tension. So decreasing noise will increase the chance of a happy brain.

Now, I’m a crunchy granola hippie, so I love to detox every day. I’ve developed a data visualization detox that entails removing things like grid lines, borders, axis lines, line markers, and backgrounds. Get all of that junk out of there, really clean up. You can align everything to the left to make sure that the brain is following things properly down. Don’t center everything.

2. Use uniform colors (plus one standout color for emphasis)

Now, you’ll notice that most of my bars here have a uniform color — simple black. I like to color everything one color, because then I’ll use a separate, standout color, like this blue, to strategically emphasize my key message. You might notice that I did that throughout this step for the words that I want you to pick out. That’s why I colored these particular bars, because this feels like the story to me, because that is the storytelling part of this message.

Notice that I also colored the category in my observation to create a connective tissue between these two items. So using color intentionally means things like using green for good and red for bad, not arbitrarily, and then maybe blue for what’s important.

3. Source your data

Then finally, you always want to source your data. That increases the trust. So you want to put your platform and your date range. Really simple.

So this is the anatomy of an awesome data viz. I’ve adapted it from a great book called “Good Charts” by my friend, Scott Berinato. What I have found that by using this protocol, you’re going to end up with these wonderful, raving fans who are going to love your work and understand your value. I included a little kitty fan because I can. It’s my Whiteboard Friday.

So that is the protocol. I actually have included a free gift for you today. If you click the link at the end of this post, you’ll be able to sign up for a Chart Detox Checklist, a full printable PICA Protocol prescription and a Chart Choosing Guide.

Get the PICA Protocol prescription

I would actually love to hear from you. What are the kinds of struggles that you have in presenting your insights to stakeholders, where you just feel like they’re not getting the value of what you’re doing? I’d love to hear any questions you have about the methodology as well.

So thank you for watching this edition of Whiteboard Friday. I hope you enjoyed it. We’ll see you next week, and please remember to viz responsibly, my friends. Namaste.

Video transcription by Speechpad.com


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