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Microsoft

By |2024-12-08T09:34:02+00:00June 17th, 2024|Extended Content|

While we’re on the topic of Search Marketing, let’s talk about Microsoft Exchange, which accounts for 20% of all searches—Bing, Yahoo, DuckDuckGo, and (insert). Similar to Google, all the same rules are true in terms of bidding, targeting, and keywords. The noticeable things to be on the lookout for when increasing your search potential include campaign tracking, measuring, and optimizing. If you remember nothing else, remember to never sync Microsoft with AdWords (only on the very first import). They are not created equal, and with only 20% of the search share, your budget spend should be 1/3 of what it is on Google. ONLY if you have maxed out your Google potential will you even consider starting a Microsoft campaign. So go into your settings right now and turn off auto-import. As well, make sure you are not allowing for automatic changes to be created from the platform from the Recommendations page.

Microsoft Advertising dashboard showcasing auto-apply recommendation settings, demonstrating efficient marketing tools and strategies featured in The Covert Code.

Next, go into each campaign and set your max CPC at $2, no matter what it is in Google, to set a new baseline. Our launch budget for a new Bing account usually sits at $500. That gives enough time and data to establish how much you can and should spend on that account every month. Then only if your conversion results are favorable will you increase, and, unlike Google, things don’t change very frequently—neither should your settings. Think of Microsoft as the gravy to your paid search intent, or if you’re a big brand, an additional place to get impressions to build share-of-mind. No clicks are required; you just want to be seen and have a place at the table.

Love-Hate Relationship
The truth is that, for years, I chose not to run ads on Microsoft Exchange, and not until 2019 when I reintroduced the network back into my media mix. The reason being that we were tapped out of Google opportunities and clients needed more reach. Things were going great; clients were driving meaningful traffic at a low CPC, and it was steady. Then suddenly something horrible happened: One of my oldest and favorite solar companies, SunPower by Precis, had been spending $750 per month consistently for 8 months when suddenly the bill jumped up to $13,800. The charges were on my company Amex card, and when I logged in to check on my baby and saw the spend, I nearly threw up. What happened? To make a long story short, the system had reconnected itself with Google (auto-import), which had sizable bids at $5-$10 per click, and in a few short days, MicrosoftAds had been able to spend $2,500 per day, 5 days in a row. I tried to call Microsoft (they don’t have reps), and after hours of chatting, I finally got to a human. They told me that I had changed some settings, but I hadn’t, and surely they could see that this was not intentional and that this was out of the ordinary pattern. They said they would investigate. A couple days passed before I finally got a reply from support; they were willing to give me a one-time credit of $3,500 and a class on how Microsoft worked. I went absolutely Livid. As a result, I pulled all 10 of my client accounts and then spent 8 hours reviewing every line of historical campaign changes (Change History is a valuable tool in both Google and Microsoft). And yes, I found the line when the platform connected AdWords sync on its own 5-days before tragedy struck. I went back to them with hard proof, showing them that my user account did not make the changes, the system did, and they stood firm. So, I went to Amex with all my evidence, and they refunded me in full, no questions asked. At least somebody knows fraud when they see it!

That negative experience was enough for me to not advertise with them for 3 years, and it wasn’t until the end of 2021, when they announced a new partnership with LinkedIn and Facebook, that I decided to take another look. Today, we still expand reach via Microsoft for clients, but they’re the first on the chopping block when we need to prioritize the remainder of a monthly budget elsewhere on other ad exchange partners. Unlike Google, they don’t have a real-time partnership with ClickCease, and as a result, we have to manually block IP addresses as they are reported into each campaign. The problem with that was that each campaign’s negative IP settings only allowed for a maximum of 100 IPs to be blocked. The issue is that there are far more fake clicks or IP’s than 100 (you will notice in GoogleAds hundreds or thousands can be blocked per day!) resulting in massive overspending without solid conversion rates. So we once again started to pause or pull back budgets in Microsoft until the summer of 2023, when ClickCease added a new domain protection setting that allows us to do two things:. cross blocks negative IPs across all domains on the account. This means that if we see a bad bot click on Sea Bright Solar, we can block it on Mirasol Solar and any account under our protection from that same bad IP (or IP range) before having the chance to click on our ad in the first place, increasing results dramatically. The second feature was that we could manually add 500 negative IPs to the backend of the system, as well as IP range exclusions. The results were immediate, and overnight, our Microsoft campaigns started to return to historical performance. Low CPC, steady conversions.

One of the biggest problems with Microsoft is that they’re sneaky. Every setting (recommendation) is meant to make you think that you need to link with GoogleAds auto-sync, i.e., Resume import schedule. Why do they need them to be in sync, you must ask yourself? Do they share the same metrics for tracking or optimizing campaigns? The answer is no. Microsoft and Google are different platforms, and there is sadly no way to one-click and “import G4 goals” into Microsoft. However, you can see the Bing CPC report as a paid traffic source in Google Analytics, which can be helpful to troubleshoot issues with tracking or understand your customers paths to conversion. But the question is, if both networks have different data Microsoft Advertising interface showcasing integration tips, aligning with insights from The Covert Code book on mastering digital marketing strategies.partnerships, users, and an overall vision, why would your Microsoft campaign benefit from linking with Google at all? Shouldn’t they be looking at their own optimization score and campaign performance from their sites and real user behavior? What does your Google Ads campaign have to do with anything, and why is it such an important part of your Microsoft success?! Lastly, if they’re competitors, why does the Microsoft platform rely so heavily on the framework of Google? So readers, whenever you see the promotional offer flash in the top right corner, you click reject. You don’t want any credits to connect an automatic sync, and this connection has no impact on your ad performance, regardless of what they say about it increasing your optimization score.

Their only motivation is to take more of your hard-earned money, and they know that people spend more on Google because they command the lion share of active searches. Also, unlike GoogleAds, MicrosoftAds doesn’t have “redundant keywords,” and when you go to recommendations and add hundreds and hundreds of variations, including misspelled words, the result is that you always have more keywords on this platform. So, how could we be missing out on 747 more clicks by not auto-importing? It’s based on the bids, but ask yourself: How does the platform know this information if the advertiser imported settings from Google with a one-time sync and never again? Are these two giants sharing information without our consent? Would there even be a Microsoft Search without Google Search? Well, they certainly make it feel that way. It’s not a great differentiation or marketing tactic, that’s for sure.

The next red flag is that the numbers don’t match inside the platform. In Google, we use Search Impression Share, but in Microsoft, they go between Top Impression Rate and Absolution Top Rate. So, when I look for an example in my campaign overview (that should include all my Ad Groups inside of that campaign), I see a top impression Rate of 2.78%, which seems horrible. When I change it to Abs, the number drops to 0.64%; still not looking good.

Before you panic, on the same campaign overview sheet, scroll down, and assuming you have been running your campaigns for over 30 days, you will see a competition graph. The default setting is “impression share,” and that’s essentially the same thing as “search impression share” in Google. It means: What percentage of the time is your ad showing to people who search for an exact match keyword phrase and are physically located in the area you wish to target? Then, if we dive deeper into the Top of Page Rate or Abs. Top of Page Rate, we see that of the total impression share of 83%, of which 72% were top of page, and of those, the Abs. was around 30%. So when looking at this example below, my campaigns are looking excellent, I’d say, especially at a low cost per click of $1.18.

Graph showing competition metrics, including impression share, overlap rate, position above rate, top of page rate, abs. top of page rate, and outranking share for various advertisers such as solar-estimate.org, ecowatch.com, consumeraffairs.com, and understandsloar.org.
Graph displaying competition metrics for impression share over time. It shows data for advertisers including solar-estimate.org, ecowatch.com, consumeraffairs.com, and understandsloar.org, with the user's performance highlighted.
Graph displaying competition metrics for absolute top of page rate over time. It shows data for advertisers including solar-estimate.org, ecowatch.com, consumeraffairs.com, and understandsloar.org, with the user's performance highlighted.
Graph showing competition metrics for top of page rate over time. It displays data for advertisers including solar-estimate.org, ecowatch.com, consumeraffairs.com, and understandsloar.org, with the user's performance highlighted.

Next, you must ask yourself, Why are these numbers so wildly different from the campaign overview?” Could it be due to an underperforming Ad Group that is wildly bringing down your total average? The answer is no; they’re trying to confuse you. It wasn’t until just recently that I discovered that the campaign overview setting started not to match the detailed settings (but in a positive way for advertisers, as now we can see the more accurate impression share by campaign, maybe?!) Check this out. You see CC: NJ Solar Wizard with a top impression share of 1.51% from the campaign overview page. When you click into the detail view, it shows 72.20%, and when you click on CC: NY Solar Wizard, it shows 83.04%, not 4.15%. These are radical differences, and the conversion rate between these metrics is unclear. No matter how many assumptions I made to try and find the math behind this madness, the only conclusion was to trust my instincts and keep the CPC lean and mean.

Overview of a search campaign for NJ Solar Wizard, displaying key performance metrics including average CPC, cost, spend, and top of page rate. The campaign status is enabled with a daily budget of $100. Optimization score is 80%, and the bid strategy is set to maximize clicks.
Overview of a search campaign for NY Solar Wizard, displaying key performance metrics including average CPC, cost, spend, and top of page rate. The campaign status is enabled with a daily budget of $100. The optimization score is 18.4%, and the bid strategy is set to maximize clicks.
Overview of a search campaign for NJ Solar Wizard, displaying key performance metrics including average CPC, cost, spend, and top of page rate. The campaign status is enabled with a daily budget of $100. Optimization score is 80%, and the bid strategy is set to maximize clicks.

The next important topic for Microsoft is setting up your conversions. As previously mentioned, Microsoft does not use G4, so once you setup an account, the first step is to create a UET tag and place it inside of your GTM (Google Tag Manager). Next, you will recreate your conversions, remembering to set attribution fairly (counting each IP only once) over a 30-day period of time.

Finally, double-check all of your campaign settings. A very common occurrence is that extensions will not carry over from your GoogleAds campaign, or the location settings might have shifted. For example, a default setting showing proximity around a zip code might have been added, which would show your ad to users not inside your desired locations. So, let’s talk imports.

Importing Campaigns from Google

Remember, importing does not equal syncing! If you’ve done the work in Google, there’s no need to double up and start from scratch to rebuild your campaigns in Bing. However, you have to be meticulous in double-checking your settings once you have imported campaigns from Google. Importing campaigns is more convenient than anything else. In taking advantage of convenience, we must also be diligent in tying up the loose ends that Bing leaves all over the place.

There are a few settings that, regardless of whether you check the box in Bing, the platform will more often than not ignore that command. Particularly, the box that defaults to checked for ‘Update Bids’ will still sync your bids with Google’s platform after the import is complete. Users must revisit their campaign settings once the import is complete to adjust the Max CPC bid in Bing.

One of the trickier settings (that cost our client almost $1,500 outside of their targeted locations).

Here’s the process to follow when importing campaigns from Google: click on custom schedule and, in the drop-down, select ‘Once Now’ (the default setting here sets up an automated import daily, where, if the account were updating to Google bids on a daily basis, we’d run into the same issue I had with Precis all those years ago); scroll down and click on Customize Bids, unchecking both of the settings available under that menu (reminder: it is imperative you double check the bids on your campaigns once you’ve imported campaigns); go into Advanced Settings at the bottom of the page and decide if you’re going to import all existing campaigns in the Google account or just specific ones; Uncheck boxes to ‘Update Bids,’ ‘Update Bid Strategies,’ click the dropdown menu for ‘Other Options’ and, most importantly, check the box at the bottom of the page that says ‘Do not expand unsupported location targets.’ Our client, Mirasol Solar, targets several locations in the state of Florida, but not the state of Florida itself. One of our unsupported locations in Bing expanded to the entire state and cost a pretty penny by default because of this setting.

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Episode 16 – Featured Guest Heather Wagner

By |2025-12-18T01:28:04+00:00June 14th, 2024|Podcasts, Author|

Join us this week as we welcome Heather Wagner, book planner and ghostwriter. Heather shares her secrets to creating content that resonates. Don’t miss her insights as we prepare for the launch of my book, “The Covert Code.”

The Covert Code Podcast featuring Heather Wagner of Bayberry Creatives discussing book planning, ghostwriting, and creating impactful content for authors.Meet Heather Wagner

Heather Lehr Wagner, Director of Bayberry Creatives, has twenty years of experience in publishing and content creation. She is the author of numerous nonfiction books for YA and middle-grade readers, including biographies of explorers, global leaders, and activists, and series that explain how the U.S. government works. She has served as an editor for Random House and Taylor & Francis, a ghostwriter and book planner for Forbes Books and Advantage Media, and created content for use in college and graduate school curriculum and online learning.

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Episode 15 – Featured Guest Meghan West

By |2025-12-18T01:22:45+00:00June 7th, 2024|Podcasts, In-Person|

Join us this week as we welcome Meghan West, former CEO of Mastercam. Meghan discusses her experience working in the manufacturing sector, building a family business to success on a global scale, and managing its transition after Sandvik bought it.

Meet Meghan West

The Covert Code Podcast featuring Meghan West, former CEO of Mastercam, discussing manufacturing leadership, scaling a family business, and navigating global acquisition.Meghan West earned her BS in Business from Bentley College and an MBA in Management from Hawaii Pacific University. Growing up around CAD/CAM, she gained valuable job experience both inside and outside the manufacturing industry. In 2009, she officially joined CNC Software as operations manager. Her exceptional leadership skills and dedication to the field were recognized in 2014 when the Society of Manufacturing Engineers named her one of the “30 Under 30 Future Leaders of Manufacturing.” In 2015, Meghan was named president of CNC Software, leading the company to new heights. Meghan resides in Hawaii with her husband and two children, where she continues to encourage and contribute to the manufacturing industry.

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How Much Is a New Customer Worth to You?

By |2024-12-01T03:17:05+00:00June 4th, 2024|Forbes Articles|

One of the most difficult questions my clients wrestle with is, “How much is a new customer worth to you?” A customer’s value isn’t static. It can shift based on economic factors like GDP or inflation and also as your business model evolves.

It’s a challenging question, but one that you absolutely must be able to answer in order to strategically set a marketing budget and evaluate a campaign’s success. That means being able to identify a metric that you’ll use to know how much you’re willing to spend to acquire a new customer. Keep in mind that the metric may need to be revisited from time to time.

I like to identify a customer’s worth in two parts:

  • Initial contract value or average cart price.
  • The lifetime value of that customer, which consists of recurring revenue-potential services like software, subscriptions, professional services, upsell opportunities, and referrals. For example, if you’re selling a commodity like tissues, the initial value of a new customer buying a box isn’t much. Still, the lifetime value of a loyal customer who will purchase your brand over the next twenty years adds up.

The next step is to ask yourself, “Out of all the opportunities I have to sell products or solutions, what percentage of the time do I ‘win’?” This number becomes your conversion rate.

Now, the fun begins. How much money does your business want to make this quarter or this year? With some simple math, you’ll be able to determine how many leads you’ll need to achieve your goals based on current knowledge.

Here’s an example: Based on my current website traffic and sales processes, I know that, out of 100 leads received in Q3, we can acquire 10 new customers, or 10%, and they will generate $100,000 in new business. So, how much am I willing to spend to acquire those 10 customers? If I’m comfortable spending $1,000 per customer at the current conversion rate, that would allow marketing to spend $100 per qualified lead.

Once you have that metric in place, you’ll want to determine the appropriate marketing mix to generate those 100 qualified leads. One of the most common mistakes businesses make is evenly distributing their total marketing budget over a specific period of time.

For example, if you have $10,000 to spend in Q3, it might be tempting to budget $3,333 per month to achieve your goals. In many industries and with many target audiences, that strategy does not produce the exceptional sales you want but instead creates what’s called “the threshold of indifference.”

In my book, The Covert Code: Mastering the Art of Digital Marketing, I talk about the importance of impression sharing and critical mass messaging to propel you past this threshold. Frequency matters. If your company isn’t targeting the right audience with enough impressions over a short period of time, you’ll never be “relevant.” Your ads will be overlooked or simply forgotten.

The better strategy is to front-load your marketing efforts, with the goal of reaching scale by driving as much high-quality traffic to your site as possible and then allocating funds toward robust remarketing.

Marketing professionals know that “it takes 7x to sell.” With so much competing noise in a consumer’s daily journey, your messaging needs to be compelling and frequent to ensure that you’re moving the audience through the purchase funnel.

The good news is that, with the advent of programmatic digital marketing, business owners now have the flexibility to achieve their goals at a fraction of the cost of traditional marketing by targeting the right customer at the right time with the right message.

With the correct tools, a realistic target, and the flexibility to pivot when necessary, you can ensure that your digital marketing is strategic and successful.

And it all starts with knowing how much your customer is worth.

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Episode 14 – Featured Guest Ashton Cudjoe

By |2025-12-18T01:17:55+00:00May 31st, 2024|Podcasts, In-Person|

Join us this week as we welcome Ashton Cudjoe, the founder of Hawaii Medical College. Ashton shares his journey in medical education, the innovative approaches his college takes, and the future of healthcare training.

The Covert Code Podcast featuring Ashton Cudjoe, founder of Hawaii Medical College, discussing medical education innovation, healthcare training, and leadership development.

Meet Ashton Cudjoe

Ashton Cudjoe is the CEO of Hawaii Medical Institute and owner of Ashton Business Advisors, with an impressive background in education and leadership. He holds an MBA from the University of Phoenix and a bachelor’s degree in computer and information sciences from the City University of New York—Brooklyn College. Ashton has also studied at Stanford University Graduate School of Business. His expertise spans coaching, strategic planning, public speaking, and management consulting, making him a leader in both the medical and business fields. Ashton’s passion for entrepreneurship and instructional design drives his dedication to shaping the future of healthcare education and leadership development.

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Episode 13 – Featured Guest Anthony Baro

By |2025-12-18T01:13:25+00:00May 24th, 2024|Podcasts, SolarCoaster|

The Covert Code Podcast featuring Anthony Baro, founder of E2SOL and PowerDocks, discussing renewable energy innovation, marine energy systems, and clean technology development.Meet Anthony Baro

Anthony is Founder & Managing Principal of E2SOL LLC (www.e2sol.com), a fourteen-year Rhode Island-based Renewable Energy Development firm, and of PowerDocks LLC (www.power-docks.com), a Rhode Island-based marine technology firm. 

E2SOL (Efficient Energy Solutions) innovates renewable energy technologies, develops sustainable project solutions, and offers products designed to generate, store, and distribute renewable energy. PowerDocks LLC is dedicated to developing in situ power generation, energy storage, electric distribution, and IoT connectivity in the aquatic space for defense, commercial, and oceanography customers worldwide. 

Anthony is a seasoned professional with over 25 years of experience in developing products and systems for the U.S. Department of Defense, Industrial, Commercial, and Renewable Energy Industries. Anthony holds a B.S. in Mechanical Engineering from Roger Williams University and an M.B.A. from Nova Southeastern University. He holds two patents with Tyco International in the field of Electronic Article Surveillance and holds patent-pending filings in renewable energy technologies with E2SOL and PowerDocks. 

Anthony product innovations are recognized as award-winning products in the USA and international markets by the National Marine Manufacturers Association, the Electric Marine Hybrid World Conference, and the Providence Business News. 

Anthony is an active member of the New England Clean Energy Council, the New Building Institute, and Architecture 2030 and is a stakeholder in Ocean State Clean Cities.

Anthony, a native Floridian, is an avid sailor and resides with his family in Bristol, R.I. 

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Episode 12 – Featured Guest Paul Skellon

By |2025-12-18T01:08:53+00:00May 17th, 2024|Podcasts, In-Person|

The Covert Code Podcast featuring Paul Skellon of Pacific Air Cargo discussing marketing strategy, brand leadership, and innovation in freight forwarding and aviation.Paul Skellon: Marketing Visionary at Pacific Air Cargo

Since joining Pacific Air Cargo, Paul Skellon has been instrumental in transforming the company’s corporate culture, driving diversification, and forging innovative partnerships. Paul has demonstrated innovative thinking by overseeing the expansion of charter services, including FEMA flights during COVID, and has successfully navigated new markets with the nimbleness that Pacific Air Cargo is known for. His efforts have extended to PAC RFS, enhancing the company’s reach and capabilities.

Marketing Freight Forwarding: Overcoming Challenges

One of Paul’s greatest challenges in marketing freight forwarding has been conveying a consistent service message across diverse mediums while differentiating Pacific Air Cargo from its competitors. Paul leverages all possible channels, from print and digital to direct marketing via MailChimp, even branding a B747-400, to ensure the company’s message is clear and compelling.

Building a Powerful Brand

Paul believes that credibility is at the heart of a powerful brand. Delivering on promises, having an easy-to-understand product or service offering, and maintaining clean and simple brand marks are crucial. Exceptional service delivered consistently helps build trust and loyalty among clients.

Initiatives at Pacific Air Cargo

Upon his arrival, Paul found virtually no marketing efforts in place. He introduced digital marketing, establishing accounts on Google, Facebook, Instagram, and LinkedIn. He also launched print advertising in targeted trade publications and high-end hotel and residential publications, focusing on decision-makers. Paul upgraded the company’s website, leveraged PR to spread the brand, and initiated “PAC Gives Back” philanthropy and sponsorship programs supporting various organizations like PHAM, Make-A-Wish, and the Surfrider Foundation.

Internally, Paul spearheaded communication and culture change initiatives, including the MYPAC web portal and the bi-monthly full-color newsletter, Wala’au, which promoted a communal spirit and shared vision within the company.

Measuring Success and Staying Relevant

Conversions are the primary metric Paul uses to evaluate advertising success, along with engagement with the brand for future purchasing decisions. Growth in cash sales is the ultimate goal. Staying relevant involves continuously adapting to industry trends and maintaining a forward-thinking approach.

Future of the Industry

Paul expects the industry to grow steadily over the following five years as a result of the development of sustainable aviation fuels (SAFs), increased e-commerce, and more affordable aircraft. External factors like global conflicts, pandemics, and regulatory changes will play a significant role, but Paul remains optimistic about the industry’s potential.

Combating Digital Fraud

Paul has encountered increasing instances of phishing, with fraudsters becoming more sophisticated. His advice is to remain vigilant, especially with email communications, to safeguard against fraud.

To learn more about Pacific Air Cargo, visit pacificaircargo.com and connect with Paul on LinkedIn.

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Episode 11 – Featured Guest Rye Zupancis

By |2025-12-18T01:02:48+00:00May 10th, 2024|Podcasts, Get Your Geek On|

The Covert Code Podcast featuring Rye Zupancis, data experience designer and educator at Interos, discussing data visualization, geospatial networks, and supply chain resilience.

Meet Rye Zupancis

Rye Zupancis is a data experience designer, engineer, and educator with a background in conceptual art and community media. She currently specializes in designing and engineering geospatial and network visualizations at Interos, a supply chain resilience startup. She previously worked in data visualization at the Wall Street Journal and BlackRock and is a professor of continuing education at Parsons School of Design, The New School.

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Consumer Privacy: How Universal Is Universal Consent?

By |2024-12-01T03:19:57+00:00May 9th, 2024|Forbes Articles|

Forbes Books logo featuring the initials 'FB' with 'F' in black and 'B' in blue.

I was recently invited to be a guest on a webinar hosted by the International Association of Privacy Professionals titled “Universal Consent: Building Beyond Cookie Consent.” The invitation came during a call discussing Arlo Gilbert’s new book, The Privacy Insider: How to Embrace Data Privacy and Join the Next Wave of Trusted Brands.

This book opened my eyes to the challenges in developing next-level privacy programs to respond to data protection regulations and to the opportunities compliance has in attracting new customers and communicating with existing users.

It’s important to fully understand the risk in identifying a user’s online interest and sharing something they might be surprised and delighted by, such as a new pair of boots, a trendy purse, or those perfect ski goggles for their upcoming trip to Tahoe. The problem is all of the other ways data is being used. For example, location data could be used to identify that someone was at an abortion clinic or a cancer treatment center.

That’s why consent is so important. Users must be able to decide whether personal information is identifiable or shared with a third party, and that decision must be just as easy to retract as to give.

Historically, marketers have been among the largest users and (unfortunately) abusers of user data. We’re also often one of the biggest barriers to organizations moving toward the adoption of best practices such as universal consent.

So, what is universal consent and how can it help make us better marketers?

Universal consent dictates how organizations manage opt-ins across multiple devices and systems. It helps identify a user’s communication preferences in a clear data map that tracks and records opt-ins and opt-outs and provides guidance on how an organization can use that data.

But what happens when that same user exercises their “right to be forgotten” and asks to be deleted from all software and systems?

Referred to as an SRR or subject rights request, this privacy regulation grants individuals the right to review or manage personal data that companies have collected about them and to have it purged, corrected, or amended. Managing these requests could become a challenge without a clear plan in place.

The good news is that universal consent makes this process easy and efficient by tracking when consent was given and when it was retracted. It not only reduces waste but also increases efficiency.

As we respond to these regulations, it’s important to stay focused on our goals. Continuing to market to past customers who won’t repeat their purchases can cost you in more ways than one. While sending emails or text messages won’t break the bank, receiving high spam or block number requests on your domain or registered business numbers can have serious long-term consequences.

Too much spam on your domain can result in all company emails being flagged as malicious. Once a domain is marked, it’s almost impossible to get it unmarked. That means you’ll need to change your company’s email addresses, which can lead to brand confusion and missed opportunities.

The same is true with texting or calling customers. If they keep opting out or asking to be removed, the result is not more business but less at a higher cost in labor, fees, and time. The cost of storing inefficient or inaccurate data matters too.

Arlo’s book makes it clear: To be effective in an evolving digital landscape, business owners must prioritize consumer protection. By being at the forefront, you’ll increase your marketing results by targeting engaged users and building loyal relationships centered around trust and transparency.

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Episode 10 – Featured Guest Steven Shaer

By |2025-12-17T22:56:44+00:00May 3rd, 2024|Podcasts, Get Your Geek On, SolarCoaster|

The Covert Code Podcast featuring Steven Shaer, technology entrepreneur and CEO of Atlantic CRM and Cloud Solutions, discussing CRM systems, custom software, and solar industry technology.Meet Steven Shaer

Steven Shaer has a long history of technology entrepreneurship and building strategic systems for a range of industries over a 30-year career. Educated with a BS in Computer Science from Rensselaer Polytechnic Institute and an MBA from New York University, his earliest career was spent as a technology individual contributor for such blue-ribbon companies as IBM, Deloitte, and Accenture. For the last ten years, he has led Atlantic CRM and Cloud Solutions, a Miami-based software development and software services company that has served a number of solar and other home services companies with CRM and custom software solutions. He is recognized as an expert in the solar industry, having consulted several of the largest solar companies in the US.

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