What is a Lead Magnet? 20 Lead Magnet Ideas and Examples [+ Step-by-Step]

Lead magnets, in marketing, are an effective technique for gaining a prospect’s contact information.

The problem is these magnets can take a lot of time and energy to produce. Podcasts, e-learning courses, video series, and contests all sound great – but who has time to create them all?

In this article, we’ll explain what a lead magnet is, as well as provide lead magnet ideas you can create today by repurposing content you already have.

Before I share lead magnet examples, let’s quickly review the conversion path that turns website visitors into leads – and the role email marketing plays in this process:

Call to Action (CTA): This is the button that website visitors click to access the resource you’re offering.
Landing Page: This is where your lead magnet captures information provided by the visitor. Once visitors click on the CTA, they’re brought to a landing page where they fill out a form with their name, email address, and any other relevant information you’ve deemed important.

Thank-You Page: The visitor-turned-lead now lands on a thank-you page with information on where to access their resource and is added to your mailing list.
Kickback Email: The kickback email is your follow-up message to the lead a short time after the exchange takes place. This email marketing campaign starts a conversation with the lead to keep them engaged with your business.

Every blog post in your archive has the potential to generate new leads for your company, so let’s make sure that your blog is a lead-generating machine.

What is a good lead magnet?

Not all lead magnets are created equal. Sure, you could quickly throw a checklist or reading materials together, but you may not get the payoff you were expecting. Taking your time to create something truly useful to your audience is key. A good lead magnet should:

1. Be relevant to your audience.

First and foremost, you’ll want to make sure the materials you’re offering are relevant to your audience or industry. Picking a broader topic may get you more contacts, but those contacts may not be quality leads interested in your product or service.

It’s important that your lead magnet is tailored toward your brand’s target audience or a specific segment of that audience.

2. Provide value to your audience.

Once you’ve nailed down who you’re marketing to, it’s time to craft a lead magnet that offers potential customers enough value that is worth trading their contact information for.

Provide your audience with information they can’t easily get elsewhere. Offer unique industry insights in an ebook or report. Perhaps you have a solution to help your audience perform a task quicker or solve common industry pain points. Whatever you choose to offer, it should be useful to your audience.

3. Be trustworthy.

Lead magnets like industry reports, studies, and ebooks help position your brand as an authority on a particular topic. However, your audience shouldn’t just take your word for it. Demonstrate your expertise by backing up your information with data and research whenever possible.

Additionally, make sure these are well-written and free of typos. While typos may seem minor, they can undermine your credibility. If readers suspect the materials haven’t been proofread, they may wonder what other steps you are skipping behind the scenes.

Paying attention to these details will boost your credibility and position your brand as an industry expert.

4. Make your audience want more.

Striking the right balance between giving your audience what they want, but also not giving away too much for free is difficult. You don’t want to lure them with a bait and switch, but you also don’t want to resolve their needs completely to the point they no longer have use for your product or service.

For example, you may offer a free tool as a lead magnet, but if users want access to all the features, they’ll need to sign up for a paid version. Look at what you can offer to strike the right balance.

5. Be shareable content.

Your lead magnet should be easily shareable so you can get more leads. If someone enjoys your offer and shares it, you just created a great word-of-mouth promotion.

In addition to having its own landing page, consider having a space on your brand’s social media accounts where users can easily access and share the offer. Like this course from Her First $100K.

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It lives in a highlight on the brand’s Instagram where users can access the course and easily share it with their networks through the stories feature.

1. Figure out who you’re targeting and what they want.

The goal of a lead magnet is to offer something your audience wants in exchange for their contact information.

To do this, you have to know what user persona you’re targeting and what offer would entice them.

You may have one to three personas with different needs and pain points. That means one lead magnet likely won’t appeal to all three personas.

For instance, let’s say you are an influencer marketing agency. You may have two personas, each facing these issues:

Influencer #1 doesn’t fully understand the inner workings of an influencer-brand relationship. They don’t have all the tools to brand themselves and foster relationships.
Influencer #2 is overrun with brand partnerships and has reached a point in their success where they are so busy with managing administrative tasks that they have limited time to create content.

Knowing this, the agency could create knowledge-based lead magnets for influencer #1, focusing on ebooks and knowledge libraries. For influencer #2, the agency may offer resource-based magnets, such as templates and tools.

During this process, you can also get some ideas from your competitors. What offers are they creating? What are they including in their offers? Use that as your starting point.

In addition, look at your current content library. What has your audience responded most to? Are they asking questions on a particular topic? Are they more engaged in videos or blog posts? This can be a big indicator of what they’ll want in a content offer.

2. Create, design, and name your lead magnet.

Now that you know what your offer will be, it’s production time. You have to create and design your lead magnet.

If you don’t have an in-house designer, you can utilize a platform like Canva. Their platform offers hundreds of templates that you can customize to build your lead magnet, everything from books and presentation slides to worksheets and reports.

You can also outsource the work using an independent contractor with the skills to produce a high-quality offer.

Once the design work is done, name your lead magnet.

Think of something catchy that will pull in your audience and highlight its benefits, like “The Ultimate Worksheet Every Influencer Needs,” and “101 Ways to Monetize Your Brand.”

3. Build your conversion path.

The next step is building your conversion path, which must include your landing page, thank-you page, form, and email sequence.

Starting with your landing page, there are a few best practices to improve conversions:

Have a dedicated landing page that doesn’t include a navigation bar. This will keep users’ focus on your offer and not the other pages on your website.

Write a clear call to action. Your CTA should be clear, short, and to the point. It should also use words that will appeal most to your audience.

Consider eye scanning patterns. Users in Western cultures typically follow F- and Z- reading patterns, which is why most landing pages are designed with key elements placed in those zones.

Add social proof. Adding reviews and testimonials to your landing pages adds credibility to your offer and can increase your conversion rate.

For your form, the two pieces of information you’ll want to include are name and email. Everything else is optional. However, keep in mind that the more fields you include, the higher the chance a user may abandon the form.

Next up, your email sequence: Once you’ve acquired your lead, you can add them to a nurturing sequence that will lead them further down the funnel. This can include additional resources, such as webinars and newsletters.

Lastly, make sure to set up tracking on your conversion path to see how users are behaving on it and identify optimization opportunities.

4. Set a schedule to update regularly.

Depending on the type of lead magnet you create, you may need to update it every six months to a year.

For instance, let’s say you created a report on 2021 data science salaries. As you get closer to 2022, you’ll need to update the information on the report to reflect current data. Otherwise, your offer may no longer be valuable to your audience.

In addition, if you conduct feedback surveys on your offers, sift through your leads’ comments. Their comments could give you ideas on how to improve your current offer.

Lead Magnet Examples

1. The Sales Evangelist

The Sales Evangelist is a sales coaching and training business designed to help sales managers and their teams thrive.

The company offers a free ebook titled “How to Transform Your Small Business Sales,” which offers insights on how to generate more sales.

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What’s clear is that this particular offer targets small business owners who may not have the proper sales process in place to make sales consistently.

What we like:

The copy addresses the user’s pain point, provides the potential reasons, and leads into why this offer will help resolve it – a classic and effective formula for landing page copy.

2. Her First $100K

Another lead magnet option is to offer a free course. In some cases, you may be able to repurpose video or written content you already have available.

Tori Dunlap, founder of Her First $100K offers an entire “freebie” page as a lead magnet where visitors can access a variety of courses and tools. One of the course options is a webinar aimed at helping people curb their emotional spending.

What we like:

Using a webinar or video format allows your audience to access the materials at their leisure and doesn’t require you to be available to host or teach. While this method may require more work upfront, the pay off is worth it.

3. Karmen Kendrick Creative

When you think of a lead magnet, you probably think of an ebook.

But here’s another quick and easy lead magnet you can develop that will only take you a few hours (at most): a quiz.

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In this example, this brand, which offers WordPress maintenance services, tests its audience with their WordPress knowledge.

After answering a few questions, they must enter their email address to view the full results. Then, you land on a landing page with your knowledge level and the option to share your results on social media.

As a maintenance service, this is a great lead magnet strategy. It can serve as a signal to users who are considering outsourcing this service that they may not have the knowledge to manage their site on their own. And it’s interactive, which is already a win.

What we like:

This quiz will require little to no maintenance, as all the questions are based on historical facts – making it a simple but effective lead magnet.

3. HubSpot

Another interactive lead magnet you can consider is a grader or calculator.

HubSpot offers a website grader, which takes seconds to scan your website and provides a score based on performance, mobile experience, SEO, and security.

After providing your email and website, you get a detailed report about your website’s performance along with a corresponding course based on your results.

What we like:

The grader helps you identify potential issues with your website and offers a solution to resolve them.

4. Clever Girl Finance

Clever Girl Finance is a personal finance platform that empowers women to take charge of their finances.

Among the host of free resources on their site, this one, in particular, stands out.

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It’s a video library filled with recordings from personal finance coaching calls and when users sign up, they gain access to past and future recordings.

What’s great about this tactic is it answers a need.

Clever Girl Finance’s target audience likely wants a community in which to discuss financial topics, get their questions answered, and hear directly from experts. This lead magnet does just that.

What we like:

This is also one of those one-and-done magnets that require little maintenance beyond uploading new recordings. The team can then repurpose the content of those recordings for future blogs, video snippets, and more.

15 Additional Lead Magnet Ideas to Try

1. Ebooks

The ebook is perfect when you have a series of blog posts about a related subject.

For example, if you were running an online pet store, you might pick out the following five posts from your blog to combine into an ebook:

“The 5 Pieces of Equipment That Every Puppy Needs”
“The Ultimate Guide To Housetraining a Puppy”
“The First 6 Months: What You Can Expect From Your New Puppy”
“The Puppy Nutrition Guide: What Your Dog Should and Shouldn’t Eat”
“The 7 Things You Should Never Do When Training a Puppy”

These posts could be logically compiled into an ebook entitled: “The Puppy Planner: Everything You Need To Know To Prepare for Your First Puppy.”

This type of ebook is effective because you’re making the lives of your website visitors easier – which should be the goal of any lead magnet you create. Rather than asking them to find all this content one article at a time, you’re packing it up into a convenient bundle that they can keep and refer back to.

The most successful lead magnets offer an irresistible and instant reward to your visitors, and the ebook checks off that box.

Featured Resource: 18 Free Ebook Templates

2. Guides

If you’re in an industry that is already well established, it can be hard to come up with original content.

Sometimes other people have covered a subject in such detail that it’s almost impossible to add extra value. In this situation, I’d recommend producing an ultimate guide.

An ultimate guide is a comprehensive collection of the best articles about a particular subject. The main difference between this and an ebook? You’re not recycling posts from your blog; you’re linking directly to other sites.

It’s important that you don’t copy and paste someone else’s content into your guide, but rather include a link back to the original article.

In the example below, Brian Dean from Backlinko.com produced “Link Building: The Definitive Guide.”

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Link building is a complicated and broad subject. Dean’s definitive guide saves his audience a lot of time looking for this content.

And because so many other experts have written fantastic content about link building, Dean also saved himself the time of competing with content that already exists.

Rather than just listing the links, Dean adds extra value to his audience by categorizing them and including a brief introduction for each category.

This guide has also been well designed, reiterating that this is a valuable resource that should be kept and referred back to.

Do you work in an industry that is already bursting with quality content? Think about making your own ultimate guide.

Do you work in an industry that is already bursting with quality content? Think about making your own Ultimate Guide.

3. Bonus Packs

Offering additional content that is not included in the original blog post is the perfect way to reward readers who opt-in.

If you have an article titled, “The 5 Pieces of Equipment That Every Puppy Needs,” you could offer readers an exclusive PDF with a few more pieces of equipment that may have come on the market since the original post was published.

In his article, “SellMore Courses With This Online Course Sales Page Template and Guide,“blogger Bryan Harris took this one step further and combined a PDF version of the article along with five links that weren’t in the original post – people only received these bonuses when they subscribed.

4. Resource Libraries

If you’ve already written a strategic blog post, consider offering a resource library or guide as a lead magnet.

A resource library is a collection of tools that help people achieve results.

David Dean from Backlinko used this strategy in his post, “SEO Tools: The Complete List.” He offered a free download that detailed the 153 tools featured in his post – the perfect resource for a reader to keep and refer to whenever they need.

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This library could be as simple as a list of five books or apps that you recommend.

What resources could you recommend to a potential customer that would help them to achieve better results?

5. Checklists

Instructional blog posts are just waiting to be turned into checklists – and they couldn’t be easier to create.

Just take your blog post and simplify it into a series of bullet points. Next, remove any points that don’t contain actionable advice. Split the list into several numbered steps to make the outcome more achievable.

Bonus points if you offer the checklist in a printable format so people can physically tick off each item on the list as they complete it. This sense of achievement is a great feeling that people will attribute back to your business.

The “Ultimate Webinar Checklist” from HubSpot above is a valuable lead magnet because of how practical it is.

Hosting a webinar involves balancing a lot of different tasks coming together at the same time. This checklist informs you about everything you need to watch out for, from pre- to post-webinar.

6. Workbooks

In its simplest form, a workbook is a download-and-complete resource that helps people to apply the principles of your blog post to their own business.

The goal of a workbook is to have the participant learn by doing. As the teacher in this scenario, you’re positioning your business as an expert on the subject matter at hand.

With that in mind, you’ll want to choose the exercises included in your workbook carefully. Tease information out of the participant gradually, so that at the end of the workbook they can combine their short answers into a comprehensive piece of work.

A workbook is the perfect stepping stone to your premium products or services, so be sure to include a strong call to action at the end that tells the participant how you can help them to apply their newfound knowledge.

Is there a particular subject that you could help your audience understand more clearly with a workbook?

7. Case Studies

Case studies depend on very specific types of content, but the successes they reveal can entice a site visitor to take action.

If you have a blog post or interview clip that spotlights a real customer you’ve worked with, package this content into a written case study that expands on the need the client came in with and the metrics of their success.

Then, gate this case study behind a form that website visitors can fill out with their name and email address to access.

Keep in mind that you’ll need permission and approval from the client on which you’d like to create a case study.

Once you receive this approval, however, it’s a perfect lead magnet to host content that tells your readers about a customer success story.

Featured Resource: 3 Free Case Study Templates

8. Webinars

Webinars don’t have to be long, collaborative presentations with multiple colleagues or partners.

If you’ve got a blog post that merely touches on a subject you’re an expert in, use this blog post as a springboard into a live talk hosted by you and a coworker.

If you’ve written an article about the latest IOS cookie restrictions, for example, convert this article into a slide presentation and present it through a live conferencing platform, using helpful visuals.

You should also provide insight that listeners wouldn’t have gotten from just the blog post.

As a bonus, you can use the webinar recording as an additional offer.

9. Cheatsheets

If your blog post covers a complicated topic, it might be a good idea to offer readers a one-page sheet that they can refer back to when they need to refresh their memory. This could be a glossary of terms or just a summary of some key points.

This type of download-and-keep resource takes the pressure off readers so they don’t have to memorize or implement your strategy immediately. It does compel readers to opt-in to your list though, which is the ultimate goal.

In addition, the compact format means that people can quickly glance at it while they are going through the editing process. It’s a complementary tool for an existing process.

10. Guestbooks

Guest blogging is a terrific backlink strategy, but those who use it typically agree to not republish that particular post on their own blog.

This is fairly common, as Google punishes sites that duplicate content onto two publications – it’s in nobody’s interest to do so.

What you can do, though, is compile all these guest posts into a book format.

Since the content will be gated behind a lead capture form, there is no risk of Google flagging it as duplicate content and you get to squeeze a little bit of extra value from that content you worked so hard on.

11. Whitepapers

Have an interesting survey that your team recently ran? Or perhaps you know your audience is looking for specific information to inform their future strategy?

If so, leverage this knowledge to create downloadable reports based on your team’s research.

You may have talked about these findings in a blog post or a recent webinar. Repurpose that content for a detailed report.

This will position you as a credible resource in your industry and bring you that much closer to converting your target audience.

12. Templates

Templates are some of the most popular lead magnets out there.

Why? Because they help users streamline their processes and save time. But at the core of it, it solves the problem many of us have: creating and designing from scratch.

You can create templates for just about anything:

Emails
Social media
Spreadsheets
Graphic designs

It’s all about tapping into what your audience needs the most and creating that for them. Plus, it’s another low-maintenance magnet.

13. Email Course

Companies offer online courses all the time, but they’re not the only place to launch a course.

A Statista survey found that most people (over 80%) check their emails every few hours including outside of normal business hours.

We also know that email newsletters are very popular, with just about every company sending its top insights to your inbox every day.

With this in mind, starting an email course is a great lead magnet option.

An email course is a series of emails that can be anywhere from three to 10+ emails that cover a topic in depth.

The benefit for you? It’s a format most users are familiar with and it’s quick to launch.

In addition, you have multiple opportunities to nurture your audience and guide them down the buyer’s journey, compared to a one-and-done ebook that a user may or may not read.

14. Access to a Private Group

As a business, community management is a key aspect in gaining brand loyalists. It can also be an effective way to generate leads.

Platforms like Slack, Facebook Group, and LinkedIn allow you to do both.

For many businesses, their target audiences value community and want a space to discuss topics relating to their needs, goals, and challenges.

Creating that space will help you generate leads and get to know your audience better.

15. Behind-The-Scenes or “Secret” Insights

One of the best lead magnets I’ve ever seen was produced by Tim Soulo. It was so effective that I immediately opted-in without thinking twice. Suolo had written a blog post about sending an outreach email to well-known SEO expert Rand Fishkin. His call-to-action was the following:

This call-to-action was pitch perfect because it got me curious. I just had to know what the email subject was.

I also knew that it would be a relatively short read so I wouldn’t have to commit to a lengthy ebook – lazy, I know, but that’s human nature sometimes.

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Suolo’s lead magnet is just one page and was made using a standard word processor. There was no point in spending time or money on the design in this case because the secret is the only thing that matters.

I blurred out the tell-tale image and text in the above screenshot – if you want to know Suolo’s secret, you’ll just have to download the lead magnet!

Do you have any behind-the-scenes insights to a blog post that are compelling enough to offer as a downloadable secret?

Add Lead Magnets to Your Marketing Strategy

There you have it, ways to recycle your existing content into lead-generating assets. You already have the blog content – all you have to do is implement lead magnets and an email campaign that gets them into your contact database.

Editor’s note: This piece was originally published in May 2018 and has been updated for comprehensiveness.

How to Delete Your Instagram [Easy Guide]

Instagram isn’t for everybody. If the latest changes to Instagram aren’t what you’re looking for, this step-by-step process for how to delete your Instagram account is for you.

Once you click that button, your profile, photos, videos, comments, likes, and followers will all be permanently removed from the app.

Before you go ahead, keep in mind that deleting your account can’t be undone. Be sure to back up your account data, write personal notes to engaged followers, and update your analytics. If you’re deleting a business Instagram account, you may want to make an archive for the SEC or FINRA, just in case.

Now, if you’re ready, start following these simple instructions, or jump to the section you’re looking for below:

How to Delete Your Instagram on an iPhone
How to Delete Instagram Permanently on Android
How to Delete Your Instagram Profile on a Desktop Computer
How to Deactivate Your Instagram

1. Log on to your Instagram app on your iPhone.

2. Go to your account, then tap the menu in the upper left-hand corner of your profile.

3. Head to ‘Settings’ > ‘Account.’

4. Scroll down the list of options, and select ‘Delete account.’

5. This section includes two choices from Instagram. First, you can deactivate your account. If you deactivate, Instagram will hide your account but you can reactivate it whenever you wish. More on this below.

If you still want to delete your Instagram account, scroll past the ‘Deactivate account’ button and click ‘Delete account.’

6. A pop-up will appear, giving you a deadline for how long you have to reactivate your account if you change your mind after deletion. Click ‘Continue deleting account.’

7. This section starts with a drop-down menu for ‘Why do you want to delete your account?’ Select the best option.

Once you choose, Instagram will offer other recommendations related to your choice. For example, if your choice is ‘Too busy/too distracting,’ instructions to temporarily remove the app from your phone will appear.

8. Keep scrolling, then re-enter your password.

9. Click the ‘Delete’ button.

Once you complete this step, your account will no longer be available on Instagram. You have 30 days to reactivate it if you change your mind. After that, your account is permanently deleted.

How to Delete Instagram Permanently on Android

The Instagram app on Android doesn’t give you a way to delete your account from the app on your mobile phone. But you can open Instagram on your browser and delete your account that way instead.

1. Log on to Instagram.com from a web or mobile browser.

2. Enter https://instagram.com/accounts/remove/request/permanent/ into your browser’s address bar. There is no way to navigate to this page from Instagram.com, so you’ll need to enter this URL directly once you’re logged in.

3. Once you land on the page, select an answer from the drop-down menu for ‘Why do you want to delete your account?’

4. After you’ve chosen an answer, you’ll be prompted to re-enter your password.

5. The prompt to permanently delete your account will appear.

1. Log on to Instagram.com from a web or mobile browser. You can also disable your account on your iPhone. You won’t be able to disable your account from within the Instagram app on Android.

2. Click the person icon in the upper right-hand corner to navigate to your profile.

3. Click ‘Edit Profile’ on your profile.

4. Scroll down until you see an option for ‘Temporarily deactivate my account’.

5. Once you land on the page, select an answer from the drop-down menu for ‘Why are you deactivating your account?’

6. After you’ve selected an answer, you’ll be prompted to re-enter your password.

7. The prompt to temporarily deactivate your account will appear.

Why Delete Instagram?

There are many reasons that Instagram is one of the most popular apps in the world. But if it isn’t right for you, it’s simple to delete your profile.

Maybe you’ve found that it’s not a fit for your audience or growth goals. Or you’re streamlining your professional accounts to reduce duplicate messaging or management overwhelm.

No matter why you’ve decided to cut back on Instagram, you have the resources you need. Review these instructions, delete or deactivate your account, and keep moving forward.

Editor’s note: This post was originally published in March 2018 and has been updated for comprehensiveness.

Causal Research: The Complete Guide

As we grow up, all humans learn about cause and effect. While it’s not quite as nuanced as causal research, the concept is something our brains begin to comprehend as young as 18 months old. That understanding continues to develop throughout our lives.

In the marketing world, data collection and market research are invaluable. That’s where causal research, the study of cause and effect, comes in.

First-party data can help you learn more about the impact of your marketing campaigns, improve business metrics like customer loyalty, and conduct research on employee productivity. In this guide, we’ll review what causal research is, how it can improve your marketing efforts, and how to conduct your research.

Table of Contents

What is causal research?
The Benefits of Causal Research
Causal Research Examples
How to Conduct Causal Research

Once your team has conducted causal research, your marketers will develop theories on why the relationship developed. Here, your team can study how the variables interact and determine what strategies to apply to future business needs.

Companies can learn how rebranding a product influences sales, how expansion into new markets will affect revenue, and the impact of pricing changes on customer loyalty. Keep in mind that causality is only probable, rather than proven.

Typically, you’d use this research to differentiate between cause-and-effect relationships versus correlated relationships. Just because two variables are correlated doesn’t mean that there is a direct cause-and-effect relationship.

To conduct a study, you’d develop a hypothesis, look at your independent, dependent, control, and confounding variables, and design an experiment.

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Now that we know more about what causal research is, let’s dive into the benefits of using this type of research for your business and marketing efforts.

1. You can predict hypothetical situations and improve your business strategy.

The main reason that causal research is useful is that it can help predict the outcome of business decisions, therefore improving your overall business and marketing strategy.

For example, if you’ve done causal research on product changes, you know whether or not to expect a dip in or an influx of sales. Your strategy on how to handle either situation is different, and causal research can help prepare your team for what to expect.

2. You’ll avoid ineffective and costly campaigns.

Additionally, you can avoid ineffective and costly marketing campaigns based on these predictions.

When your team is coming up with a go-to-market strategy, you’ll know the impact of pricing decisions, product enhancements, promotions that will work, etc. That insight will help you allocate your budget and put together a campaign that is effective and brings high ROI.

3. You can resolve issues, optimize strategies, and improve the overall experience.

Causal research allows your business to plan for each situation. This means that you’ll be able to resolve issues that are impacted by the variables you’re studying — whether it’s purchasing patterns, marketing results, or factors improving the customer experience.

The goal here is to always optimize your business strategies. You can improve your customer experience so customer loyalty and revenue increase.

4. You can develop an informed process.

As a business, it’s important to have a process and system for different situations whether it’s a go-to-market strategy, an ad campaign, or customer retention.

Causal research will help you develop your strategies like we’ve said, but also give you the ability to develop a process that you can iterate and use continuously. Essentially, causal research puts into action the phrase, “Work smarter, not harder.”

1. Develop a hypothesis.

The first step of conducting your own causal research is to develop a hypothesis. You need to know what you want to study before getting started.

Think about questions that you have when it comes to your team. Have you ever wondered if word length on blogs directly impacts time on page? Or maybe you want to know if your marketing campaign was the cause for an increase in sales.

Either way, the best way to get started is to write down the cause-and-effect questions you have about your team and develop a hypothesis.

2. Choose your variables.

Once you know what you want to study, you have to choose your variables. You need to know the two variables you’re testing – your dependent and independent variables.

Then, you’ll want to list out other confounding variables that may influence your study. This means identifying variables that might alter your study, including how you collect the data.

Additionally, you’ll need to have control variables set in place so you can compare your results.

3. Pick a random sampling of participants.

Now, it’s time to figure out the sample size of your experiment.

You can use technology to determine who you want your target audience to be and how random the sample should be. You can generate a random list using a database or segment your audience with your marketing software.

4. Set up a controlled experiment.

Ready, set, go. The next step is to actually conduct your experiment.

This could include sending out surveys, conducting interviews, gathering statistics and data, and more. It could also mean setting up an A/B test with your marketing software and changing only one variable in your next marketing campaign, blog post, or webinar.

5. Analyze your findings.

After you’ve conducted your experiment, it’s time to look at the results. Look at the data, and use it to see trends or patterns. Then, you’ll have the answer to your question.

However, it’s important to also analyze different correlations between your two variables to develop a nuanced interpretation. Doing this might help you develop more questions for further research, which is where the next step comes in.

6. Conduct supplemental research and report your findings.

Usually, causal research isn’t a one-and-done process. Once you have your results, you’ll have next steps to go through. You might have more questions that require further research, and if that’s the case you’ll need to conduct supplement research.

Additionally, you might just need to write down what you found. If you have a conclusive result, you can develop in-depth marketing strategies and systems.

I know all of this sounds great, but you might also be wondering how to apply this to your business and marketing team. That’s why we’ll review a few examples of causal research below.

Causal Research Examples

1. Market Research

You can use causal research at your company for market research.

For example, you might want to know how product changes impact sales. And you might want to dive deeper to see how specific types of changes will impact your target audience.

Which product variations make potential customers most interested in buying?

Pro tip: Use causal research to learn more about your target audience. What do they want from you and your product or service? Once you know there’s a cause-and-effect relationship, you’ll be able to theorize why customers make certain decisions.

2. Campaign ROI

As a marketer, you’re producing content every day. Whether it’s an ad campaign or a marketing campaign, you need to understand the results of your efforts.

With causal research, you can study whether your ad campaign directly caused an increase in sales, or whether your email marketing series led to more appointments.

Pro tip: Make sure you look at all variables so you can deduce and infer whether your campaigns were the main factor contributing to an increase in sales.

3. Customer Loyalty and Retention

Causal research can be used to identify effective customer service strategies, whether it’s a product demonstration or call time quota.

With this research, you’ll see if there’s a cause-and-effect relationship between certain customer service strategies and retaining those customers year over year.

Best for: Customer service teams.

4. Employee Productivity

Employee happiness has been a hot topic for recent years, and it makes sense. When morale is high, employee productivity is higher.

How do we know? Because there have been numerous studies done to show the cause-and-effect relationship between employee happiness and increased productivity – which in turn increases your business’ bottom line.

Best for: Internal use.

Getting Started

Causal research is incredibly useful for your business – whether you’re looking at your marketing, sales, or customer service departments. In fact, one of the best ways to use it is to see how these departments interact and impact one another.

Once you’ve conducted your own causal research, you can implement more successful marketing and business strategies that increase revenue and drive sales.