

Raising Conversions Through Retargeting and Remarketing
In this lesson, I’ll show you how to increase conversions through effective retargeting and remarketing strategies. You’ll learn the key differences between these two approaches and how to apply them to reach potential customers without annoying them. We’ll cover essential topics like advanced segmentation, optimal frequency, and dynamic creative strategies. Additionally, I’ll guide you through building a solid strategy, avoiding common pitfalls, and using both methods together to maximize your conversion rates.
Key Learning Objectives
- Understand the key differences between retargeting and remarketing and their impact on conversions.
- Learn how to build retargeting campaigns that engage without overwhelming or annoying your audience.
- Discover advanced segmentation strategies for more effective targeting based on user behavior and intent.
- Explore retargeting tips that challenge common practices to enhance conversion rates.
- Identify common pitfalls in retargeting and remarketing and strategies to avoid them.
- Implement strategies for optimizing frequency, timing, and creative approaches for maximum results.
Key Terminology
View-Through Conversion
vyoo-throo kuhn-vur-zhun
View-Through Conversion is a digital marketing metric that measures when users view an advertisement without clicking it but later complete a desired action, attributing the conversion to the initial ad exposure and helping assess the ad’s effectiveness beyond direct interactions.
Vanity Metrics
van-i-tee me-triks
Vanity metrics are superficial measurements in marketing that appear impressive but do not offer meaningful insights or directly contribute to business goals. Examples include social media likes, page views, or follower counts, which may boost ego but lack relevance to actual performance or growth.
Value Proposition
val-yoo pro-puh-zish-un
A value proposition is a clear, compelling statement that communicates the unique benefits and value a product or service delivers to customers, addressing their needs and problems while differentiating from competitors, thereby motivating them to choose it over alternatives.
UTM Parameters
you-tee-em puh-ram-i-terz
UTM Parameters are unique tracking codes added to URLs in digital marketing campaigns. They allow marketers to identify the source, medium, campaign name, content, and keywords, enabling precise tracking and analysis of traffic sources and the effectiveness of various marketing efforts.
User Engagement
yoo-zer en-geyj-ment
User engagement in marketing refers to the degree of interaction and involvement users have with a brand or product, measured through actions such as clicking, sharing, commenting, and time spent, reflecting their interest, loyalty, and the strength of their relationship with the offering.
Social Proof
soh-shuhl proof
Social proof is a marketing concept where businesses use customer testimonials, reviews, endorsements, or user-generated content to build trust and influence potential customers’ decisions by demonstrating that others have positively engaged with their products or services.
Return on Ad Spend
ri-turn on add spend
Return on Ad Spend (ROAS) is a marketing metric that measures the revenue generated for every dollar spent on advertising, calculated by dividing total ad revenue by total ad costs. It evaluates the effectiveness and profitability of advertising campaigns.
Retargeting
ree-tar-get-ing
Retargeting is a digital marketing technique that targets individuals who have previously visited a brand’s website or engaged with its content by displaying personalized advertisements across various online platforms, aiming to re-engage potential customers and drive conversions or specific actions.
Reddit AMA
red-it a-m-a
A Reddit AMA is a live, interactive session on Reddit where brands or company representatives answer user-generated questions. It serves as a marketing tool to engage directly with audiences, enhance transparency, build trust, and promote products or services authentically.
Pattern Interrupt
pat-ern in-tər-rupt
Pattern Interrupt is a marketing technique that breaks consumers’ habitual behaviors or thought processes, capturing attention and engaging the audience by introducing unexpected elements. This disruption enhances message effectiveness, increases brand recall, and encourages audience interaction by deviating from their usual patterns.
Omnichannel Strategy
om-ni-chan-nel strat-uh-jee
An omnichannel strategy integrates multiple marketing and sales channels to deliver a seamless, consistent customer experience across online and offline platforms. It ensures unified messaging and interactions, enhancing engagement and satisfaction by allowing customers to transition effortlessly between various touchpoints.
Mixpanel
miks-pan-uhl
Mixpanel is a business analytics platform for marketing professionals to track and analyze user behavior across digital channels. It offers insights into customer engagement, conversion rates, and retention, enabling companies to optimize marketing strategies and make informed, data-driven decisions.
Micro-Conversions
my-kroh-kuhn-vurzhunz
Micro-conversions are incremental user actions within a marketing funnel that indicate engagement and progress toward primary goals. Examples include signing up for a newsletter, downloading content, or adding items to a cart. They help businesses measure and optimize customer interactions before major conversions.
Lookalike Audiences
luk-uh-like aw-dee-uhns
Lookalike Audiences are segments of potential customers identified through data analysis to resemble a business’s existing audience in behaviors, demographics, and interests. This allows marketers to target new users likely to engage, thereby expanding reach and enhancing campaign effectiveness.
Lifetime Value
laif-taim val-yoo
Lifetime Value (LTV) is the projected total revenue a business expects from a customer over their entire relationship, including purchases, renewals, and referrals, enabling companies to optimize marketing strategies, enhance customer acquisition, and improve retention efforts effectively.
Landing Page
lan-ding peyj
A landing page is a standalone web page created specifically for marketing or advertising campaigns, intended to capture leads or convert visitors by emphasizing a single call-to-action, minimizing distractions, and tailored to a targeted audience to achieve specific business objectives.
Key Performance Indicators
kee per-fawr-muhns in-duh-key-terz
Key Performance Indicators (KPIs) are specific, measurable metrics used in marketing to assess the effectiveness of campaigns, strategies, or initiatives. They track progress toward defined objectives, enabling businesses to make data-driven decisions, optimize performance, and achieve marketing goals efficiently.
Intent Signals
in-tent sig-nuhlz
Intent signals are data indicators derived from potential customers’ online behaviors, interactions, and engagements that reveal their interest or readiness to purchase specific products or services. Marketers utilize these signals to identify, target, and nurture leads more effectively, optimizing campaigns and driving higher conversion rates.
Human Resources
hyoo-mən ri-sawrs-iz
Human Resources in a marketing context refers to the department responsible for recruiting, training, and managing employees, ensuring the organization has the skilled talent necessary to execute marketing strategies and achieve business objectives.
First-Party Data
furst pahrti dayta
First-party data is information a company collects directly from its own interactions with customers, such as website visits, purchase history, and user feedback. It is reliable and consent-based, used to personalize marketing strategies, enhance customer experiences, and inform business decisions.
Dynamic Retargeting
dahy-nam-ik ree-tar-get-ing
Dynamic retargeting is a marketing technique that utilizes user data to serve personalized ads based on prior website or app interactions. By customizing content and product recommendations to individual interests, it aims to enhance user engagement and boost conversion rates.
Dynamic Creative Optimization
dai-nam-ik kree-uh-tiv op-tuh-mahy-zey-shuhn
Dynamic Creative Optimization is a data-driven marketing technology that automatically generates and personalizes advertising content in real time by testing and adjusting elements like images, text, and calls-to-action to target specific audience segments, thereby maximizing engagement and campaign effectiveness.
Domain Authority
doh-meyn aw-thawr-i-tee
Domain Authority is a metric developed by Moz that predicts a website’s ability to rank on search engine results pages. It is based on various factors including backlink quality, site structure, and content, enabling marketers to assess and compare the relative strength and SEO potential of different domains.
Copywriting
kop-ee-rahy-ting
Copywriting is the practice of creating persuasive and engaging written content for marketing and advertising purposes. It aims to attract and influence target audiences, promote products or services, enhance brand messaging, and drive actions such as sales, leads, or customer loyalty.
Cookie-Based Tracking
koo-kee-bayst trak-ing
Cookie-based tracking employs small text files stored on users’ devices to monitor and collect data on their online behavior, preferences, and interactions. This enables marketers to personalize advertising, analyze user engagement, and enhance targeted marketing strategies effectively.
Conversion Window
kuhn-vur-zhun win-doh
A conversion window is the designated timeframe following a user’s interaction with a marketing campaign, during which any subsequent actions or purchases are credited to that initial engagement for accurate tracking, attribution, and performance analysis.
Conversion Rate Optimization
kuhn-vur-zhun reyt op-tuh-muh-zey-shun
Conversion Rate Optimization (CRO) is the systematic process of increasing the percentage of website visitors who take a desired action, such as making a purchase or signing up, by analyzing user behavior, testing elements, and implementing strategic improvements.
Conversion Rate
kuhn-vur-zhuhn reyt
Conversion rate is the percentage of users who complete a desired action on a website or marketing campaign, such as making a purchase, signing up for a newsletter, or downloading content. It measures the effectiveness of marketing efforts in turning prospects into customers.
Contextual Targeting
kon-teks-choo-uhl tahr-git-ing
Contextual targeting is a marketing strategy that delivers advertisements to consumers based on the content and context of their current environment. It analyzes webpage content, user behavior, and contextual signals to ensure ads are relevant, enhancing engagement and effectiveness without relying on personal data.
Click-Through Rate
klik-throo reyt
Click-Through Rate (CTR) is a crucial marketing metric that measures the percentage of users who click on a specific link, advertisement, or call-to-action compared to the total number of users who view it, reflecting the effectiveness and engagement level of the marketing campaign or content.
Call to Action
kawl tuh ak-shun
A Call to Action (CTA) is a strategic prompt in marketing materials that encourages the audience to take a specific, immediate action, such as making a purchase, signing up for a newsletter, or contacting the business. It guides and motivates users toward desired outcomes.
Branding
bran-ding
Branding is the marketing strategy of creating a distinct name, logo, design, and messaging to represent a company or product. It aims to establish recognition, differentiate from competitors, and build emotional connections with customers, fostering loyalty and a positive market perception.
Brand Credibility
brand kred-uh-bi-li-tee
Brand credibility is the extent to which consumers perceive a brand as trustworthy, reliable, and capable of consistently delivering quality and value. It is established through positive experiences, transparent communication, and fulfilling brand promises, fostering customer loyalty and strong market reputation.
Brand Consistency
brand kuhn-sis-ten-see
Brand consistency refers to the uniform presentation and communication of a brand’s identity, values, and messaging across all marketing channels and touchpoints. It ensures that customers recognize and trust the brand, fostering loyalty and reinforcing the brand’s position in the market.
Brand Awareness
brand uh-wer-ness
Brand awareness is the degree to which consumers recognize and recall a brand’s identity, including its name, logo, and products. It reflects the brand’s visibility in the market, affecting consumer choices and fostering loyalty and preference.
Brand
brænd
A brand is a company’s or product’s identity, including name, logo, values, and reputation. It distinguishes offerings in the marketplace, influences consumer perceptions, builds loyalty, and conveys the organization’s promises and unique qualities to its target audience.
Banner Ads
ban-er adz
Banner ads are graphical online advertisements displayed on websites in various sizes, aiming to attract user attention, drive traffic, promote products or services, and enhance brand visibility through images, animations, and clickable links.
BAB Framework
bab frame-wurk
The BAB Framework is a marketing structure consisting of Before, After, and Bridge stages. It identifies the current situation (Before), visualizes the desired outcome after using a product or service (After), and connects them through the offering (Bridge) to craft persuasive messages.
Audit
aw-dit
A systematic and comprehensive evaluation of a company’s marketing strategies, campaigns, and performance metrics to assess effectiveness, identify strengths and weaknesses, uncover opportunities, and provide actionable insights for optimizing marketing efforts and achieving business objectives.
Artificial Intelligence
ahr-tuh-fish-uhl in-tel-i-juhns
Artificial Intelligence in marketing refers to the application of machine learning, data analytics, and automation technologies to understand consumer behavior, personalize marketing efforts, optimize advertising campaigns, enhance customer experiences, and improve strategic decision-making for increased efficiency and business growth.
App Store Optimization
ap stawr op-tuh-my-zay-shun
App Store Optimization (ASO) is the strategic process of enhancing an application’s visibility and appeal within digital app marketplaces. It encompasses optimizing elements such as app titles, keywords, descriptions, screenshots, icons, and user reviews to boost search rankings, increase organic downloads, and improve user engagement.
Analytics
an-uh-lit-iks
Analytics in marketing refers to the systematic collection, measurement, and analysis of data related to marketing activities. It helps businesses understand customer behavior, evaluate campaign performance, optimize strategies, and make informed decisions to enhance effectiveness, increase ROI, and achieve marketing objectives.
Ad Fatigue
ad fə-teeg
Ad fatigue occurs when target audiences become overly exposed to a marketing advertisement, leading to diminished engagement, reduced effectiveness, and lower response rates. This decline in consumer interest often necessitates refreshing creative content or altering campaign strategies to re-engage the audience.
Ad Creative
ad kree-ay-tiv
Ad creative consists of the visual, textual, and conceptual elements used in advertising campaigns to capture attention, communicate messages, and engage target audiences. It includes artwork, copywriting, multimedia components, and design strategies aimed at effectively promoting products or services.
Abandoned Cart Email
uh ban duhnd kart ee mail
An abandoned cart email is a targeted marketing message sent to online shoppers who have added items to their cart but left the website without purchasing, aiming to re-engage them and prompt sale completion through reminders, incentives, or personalized content.
Learning Roadmap

Foundational Guide
In this lesson, we explore the fundamentals of Conversion Rate Optimization (CRO), which focuses on improving the percentage of website visitors who take a desired action. By understanding the psychology of users, data analysis, and testing methodologies, you can enhance your website’s effectiveness. We also cover why CRO is essential, from increasing revenue without extra traffic costs to staying competitive in a crowded digital landscape. The lesson will guide you through visual design, copywriting, and strategic tools to optimize your website for higher conversions.

Data Analysis & Tracking
In this lesson, I will guide you through the essentials of data analysis and tracking for Conversion Rate Optimization (CRO). We’ll dive into the importance of tracking the right metrics, including micro-conversions and user engagement, and how to set up effective tracking systems. I’ll explain common pitfalls, such as focusing on vanity metrics, and introduce strategies like progressive profiling and cross-device tracking. By the end, you’ll understand how to analyze data to continuously optimize conversions.

Copywriting & Messaging
In this lesson, I’ll teach you how to boost your conversion rates by improving your copywriting and messaging. I’ll break down the common pitfalls of traditional best practices and explain how to create copy that truly resonates with your audience. You’ll learn how to gather data-driven insights, craft emotionally engaging content, and use storytelling to build trust and credibility. By the end, you’ll know how to write copy that drives real conversions and supports long-term business growth.

Navigation & UX
In this lesson, I’ll guide you through the importance of website navigation and user experience (UX) in driving higher conversions. You’ll learn how poor navigation can lead to lost conversions, how to structure intuitive and effective navigation, and how to design an enjoyable, seamless UX. We’ll cover key principles like clarity, mobile-first design, and performance optimization, while also diving into practical audit techniques and advanced strategies to further enhance your site’s usability and increase your conversion rates.

Visual Design & Branding
This lesson explores the powerful connection between visual design, branding, and conversion rates. You’ll learn how to create a visual identity that resonates with your audience while balancing aesthetics and functionality. The lesson covers essential elements like visual hierarchy, color psychology, and typography, all of which drive user behavior. I’ll also guide you through strategies to optimize your site for conversions and how to measure success using both qualitative and quantitative data.

Trust Factors
Building trust and gathering social proof is crucial when starting a brand, especially if you’re not a household name. Social proof helps customers feel confident in their decisions by showcasing reviews, testimonials, endorsements, and other credibility markers. This lesson will explore the importance of trust in attracting and retaining customers, how top brands leverage social proof, and how you can effectively gather and use customer testimonials to boost your brand’s reputation and credibility.

Retargeting & Remarketing
In this lesson, I’ll show you how to increase conversions through effective retargeting and remarketing strategies. You’ll learn the key differences between these two approaches and how to apply them to reach potential customers without annoying them. We’ll cover essential topics like advanced segmentation, optimal frequency, and dynamic creative strategies. Additionally, I’ll guide you through building a solid strategy, avoiding common pitfalls, and using both methods together to maximize your conversion rates.

Tools & Software
In this lesson, we dive into the world of Conversion Rate Optimization (CRO) tools, helping you navigate through various options to choose the right ones for your business needs. I cover five essential categories of CRO tools, from A/B testing to form analytics, and provide specific recommendations for tools that offer the best value and functionality. We also explore common CRO mistakes, strategies to avoid them, and the importance of having the right team to maximize tool effectiveness.
Imagine you’ve spent countless hours perfecting your website, optimizing your landing pages, and driving traffic through various channels. Yet, despite your best efforts, 98% of your visitors leave without converting. That’s probably gonna make you pull your hair out in frustration.
But imagine if you can bring those visitors who showed interest but didn’t pull the trigger back. Better yet, is there a way to do it without breaking the bank or coming across as that creepy stalker brand nobody wants to deal with?
How, you ask? The answer is retargeting and remarketing.
In this deep dive, we’ll explore how smart retargeting and remarketing can supercharge your conversion rates while maintaining brand trust. I’ll share battle-tested strategies, plus some…unconventional methods and practices that might challenge your current approach (but still work).
Here’s an overview of what you’ll learn:
- The fundamentals of retargeting and remarketing (and why they’re different).
- How to build campaigns that convert without creeping out your audience.
- Advanced segmentation strategies most marketers miss.
- Some tried-and-tested retargeting tips that may go against popular retargeting “best practices.”
- Common retargeting and remarketing pitfalls and how to avoid them.
Put your learning caps on; we’ll start with a refresher on retargeting and remarketing.
The Fundamentals: What Are We Really Talking About?
Before we dive into strategies and tactics, let’s get crystal clear on what these terms mean and why they matter. Here’s the thing: Even seasoned marketers sometimes use these terms interchangeably, and that can lead to confused strategies and subpar results.
Retargeting: The Digital Billboard Strategy
Retargeting is like having a billboard that follows your potential customers around the internet. Technically speaking, it involves placing a small piece of code (a pixel) on your website that drops a cookie in visitors’ browsers. This cookie then enables you to show ads to these people as they browse other websites or social media platforms.
The magic of retargeting lies in its ability to keep your brand visible to people who’ve already shown interest. Let’s say someone visited your pricing page but didn’t buy. With retargeting, you can show them relevant ads as they read their favorite blog or scroll through Facebook. Whether they’re still thinking about your product or not, it’ll stay within their line of sight. Waiting.
Here are some of the key aspects of retargeting:
- Using display or social media ads.
- Targeting people who haven’t converted yet.
- Working through cookie-based tracking.
- Focusing on visual reminders and brand awareness.
I know it can sound annoying. After all, this is like having a person with a sandwich board following you around as you walk around. But if done right, it’s not going to make the potential buyer mad.
Remarketing: The Personal Follow-Up
Remarketing, on the other hand, is more like having a personal sales assistant who follows up with warm leads. It typically involves direct communication channels like email or SMS, reaching out to people who’ve already engaged with your brand in some way.
The classic example is the abandoned cart email. When someone adds items to their cart but doesn’t complete the purchase, you send them a reminder email, maybe with a special offer to sweeten the deal.
The main aspects of remarketing are:
- Using direct communication channels (email, SMS).
- Requiring contact information.
- Targeting leads personally.
- Involving specific offers or incentives.
This is the “softer” approach between the two since most people don’t see this as being that intrusive.
Why This Distinction Matters
While understanding these differences is important, the industry’s obsession with separating these terms is actually holding us back. In reality, they’re two sides of the same coin in that they both re-engage people who’ve shown interest. What matters isn’t what you call it but how you use these tools together to create a cohesive experience.
The real power comes from combining both approaches. For example, you might:
- Show retargeting ads to recent site visitors.
- Follow up with an email if they abandon their cart.
- Use both channels to promote a limited-time offer.
- Coordinate messaging across all touchpoints.
Every customer base is different, and they may have different responses to conversion approaches. The best way to know how your customer base responds to your approaches is to experiment.
The Hard Truth About Conversion Windows
There’s a persistent idea that you should retarget everyone who visited your site in the last 30-60 days. I’ve found this common practice is often a waste of budget. Here’s why:
Most conversions happen within the first 7 days after someone visits your site. After that, the conversion rate drops dramatically. Yet I still see marketers burning money showing ads to people who visited their site six weeks ago.
Think about your own behavior. How often do you buy something from a website you visited more than a week ago? Unless it’s a major purchase requiring significant research, probably not often. That’s why retargeting people who’ve visited a long time ago is probably not the best use of your money.
The goal of retargeting isn’t to follow someone around the internet until they buy; it’s to be there at the right moment with the right message.
Building Your Retargeting Strategy
I’ve seen too many marketers jump straight into setting up campaigns without a solid foundation, which usually ends in disaster. It’s like trying to build a house without blueprints. You might end up with something that looks like a house, but it probably won’t be as sturdy.
Your strategy needs to answer three key questions:
- Who are we targeting?
- What do we want them to do?
- How will we measure success?
Those three questions form the foundation of your retargeting strategy, letting you know what to do with each potential customer.
The Segmentation Game-Changer
Most marketers segment their audience based on basic criteria like pages visited or time spent on the site. But here’s where you can get ahead: segment based on intent signals and behavior patterns.
For example, instead of just targeting cart abandoners, create different approaches for:
- Price checkers (multiple visits to pricing page).
- Feature researchers (spent time on product specs).
- Social proof seekers (viewed testimonials/case studies).
- Window shoppers (browsed multiple products without adding to cart).
- Almost-converters (started but didn’t complete a form).
Each of these groups needs different messaging to convert. A price checker might respond well to a limited-time discount, while a feature researcher might need more technical content to make a decision.
The Frequency Cap Debate
Here’s another hot take for you: the standard advice about frequency caps (limiting ad exposure to 2-3 times per day) is oversimplified. Instead, I recommend a declining frequency approach:
- Days 1-3: Higher frequency (4-5 impressions per day).
- Days 4-7: Medium frequency (2-3 impressions).
- Days 8+: Low frequency (1 impression) or pause.
Essentially, you put your brand in their faces a little more intensely early on, then taper off as time passes. This matches the natural buying cycle while respecting user attention.
The Content Sequence Strategy
Most marketers show the same message repeatedly, which gets boring and annoying from the potential customer’s end. Instead, try this sequence:
- Awareness (Day 1): Brand reminder.
- Consideration (Days 2-3): Feature/benefit focus.
- Decision (Days 4-5): Offer or social proof.
- Last chance (Days 6-7): Urgency or scarcity.
As time goes on, the messaging becomes more urgent before you finally pull back. With the increasingly important messaging, customers are more likely to notice.
Advanced Tactics That Actually Work
Now that we’ve covered the basics, let’s get into some advanced tactics that can take your retargeting game to the next level. But first, a word of caution: these aren’t “set and forget” techniques. They require regular monitoring and adjustment to work effectively.
The key to advanced retargeting is understanding that it’s not just about reaching people. It’s also about reaching them in a way that adds value to their customer journey.
The Multi-Channel Symphony
Stop thinking about retargeting as just display ads. Create what I call a “surround sound” effect:
- Display ads for awareness.
- Social media retargeting for engagement.
- Email remarketing for direct response.
- Search ads (RLSA) for high-intent moments.
- SMS for urgent or time-sensitive offers.
Each channel plays its role in the conversion orchestra and comes together to play a full song that each element can’t do alone. The key is coordinating the timing and messaging across all touchpoints.
The Creative Refresh Sweet Spot
Here’s something most marketers get wrong: they either stick with the same creative too long or change it too frequently. The sweet spot is to refresh your creative every 2 weeks or 10,000 impressions, whichever comes first.
This keeps your message fresh without losing momentum. Plus, a consistent creative refresh pace means you can schedule things ahead of time. Your graphic designers will thank you for this.
Dynamic Creative Optimization
Stop using static ads for all audiences. Instead:
- Use dynamic product ads based on viewing history.
- Test different messages for different segments.
- Adjust offers based on engagement level.
- Personalize landing pages to match ad content.
It might be more work to make more ad creatives, but tailored messages are more effective than one-size-fits-all ads.
Measuring Success Beyond CTR
One of the biggest blunders I often see is focusing on the wrong metrics. It’s not just about clicks or even conversions; it’s about understanding the full impact of your retargeting efforts on your business goals.
The Attribution Trap
Stop obsessing over click-through rates. They’re vanity metrics that can lead you astray. Instead, focus on:
- View-through conversions (within a reasonable window).
- Assisted conversions.
- Customer lifetime value of retargeted conversions.
- Return on ad spend (ROAS) by segment.
- Cart abandonment recovery rate.
- Email engagement metrics for remarketing.
I’ve seen campaigns with low CTR drive significant view-through conversions because they kept the brand top-of-mind during the decision process.
The Privacy-First Future
With third-party cookies crumbling, many marketers are panicking. But with that comes an opportunity. The push toward privacy will force us to be more creative and valuable in our retargeting efforts. Here are some things to focus on:
- First-party data collection
- Contextual targeting
- Value-driven remarketing content
- Building direct relationships with customers
The important thing is to build actual bonds and provide good value to the customer.
Controversial But Effective Approaches
Sometimes, the best results come from challenging conventional wisdom. Here, I’ll share some approaches that might seem counterintuitive but have proven effective. Remember, what works for others might not work for you. So don’t use these tactics verbatim; always test them before implementing them.
Here are some approaches that go against common wisdom but have worked well in my experience:
- Retarget before the first visit. This tactic primes the visitor before they even visit your site, helping them at least have a slight familiarity with your business before engaging with your primary touchpoint.
- Use lookalike audiences based on your best customers.
- Pre-warm traffic before they hit your site.
- Create awareness before direct targeting.
- The “Inverse Frequency” approach eases off retargeting for high-intent visitors but intensifies ads for medium-intent segments to draw them further in.
- Show ads less frequently to high-intent visitors.
- They’re already interested; don’t risk annoying them.
- Focus budget on medium-intent segments.
- The “Pattern Interrupt” technique helps you draw attention by breaking pre-established patterns. Using different ad messages keeps things fresh and makes the visitor less likely to tune them out.
- Deliberately vary your message and timing.
- Prevents banner blindness and ad fatigue.
- Use unexpected creative approaches.
Best Practices and Pro Tips
While I’ve challenged some conventional wisdom in this article, there are certain practices that consistently prove their worth. Here are some best practices I’ve found that work reliably across different industries and business types:
Have Good Timing
The timing of your retargeting efforts can make or break your campaign’s success. Retargeting within the first hour after a site visit is crucial. This is when your brand is still fresh in the visitor’s mind.
The bulk of your budget should focus on the first 3-7 days post-visit, as this is typically when conversion rates are highest. Coordinating your email and ad timing requires careful planning; you don’t want to bombard users with multiple messages simultaneously.
Different segments usually respond better at different times of the day. B2B audiences often engage more during business hours, while B2C customers might be more responsive in the evening after they finish work.
Adopt Creative Best Practices
Your creative and copywriting approach needs to strike a balance between attention-grabbing and professional. Start with clear, action-oriented headlines that immediately communicate value to your audience.
The ad copy should be concise but powerful, focusing on specific benefits rather than generic features. I always recommend testing at least three to four creative variations simultaneously; you might be surprised by which ones resonate most with your audience. Every ad needs a strong, clear call to action that creates urgency without being pushy.
Visual elements matter tremendously; use high-quality images or videos that reflect your brand’s standards. Remember to maintain consistent branding across all channels while adapting the message to each platform’s unique context.
Follow Technical Setup Tips
Getting the technical foundation right is essential for accurate tracking and optimization. Proper pixel placement isn’t just about slapping a code on your website; it needs to be strategically placed to capture the right data points.
Data analysis and tracking should be set up to measure not just final conversions but also micro-conversions along the way. I’m a big advocate for using UTM parameters consistently across all campaigns; this gives you granular insight into which combinations of targeting and creativity are driving results.
Regular audits of your tracking setup are crucial. Too many campaigns waste money due to incorrect tracking implementation. Before launching any campaign, test all elements thoroughly in a controlled environment to ensure everything is firing correctly.
Exercise Good Budget Management
Smart budget management starts with small, controlled tests to validate your assumptions before scaling. When you find something that works, scale it gradually while monitoring performance metrics closely.
I recommend watching your Return on Ad Spend (ROAS) at both the campaign and segment levels because this helps you identify where to allocate more budget and where to pull back. Adjust your bids based on segment performance; high-intent segments often justify higher bids.
Always keep a portion of your budget in reserve for opportunities like seasonal peaks or competitor downtimes. This flexible approach to budget management allows you to maximize results while minimizing waste.
The Seven Deadly Sins of Retargeting
In my experience, I’ve seen a lot of mistakes that sink retargeting campaigns like a torpedo through a battleship. From those, I’ve rounded them down to seven critical mistakes that consistently hold marketers back from achieving better results. Let’s take a look at each one and explore how to avoid these costly errors.
The Spray and Pray Approach
This is perhaps the most common sin I see marketers commit. They create one generic retargeting campaign and blast it to everyone who’s ever visited their site. It’s the equivalent of walking into a room and shouting your message, hoping someone cares.
Not only does this waste the budget, but it can also annoy potential customers who might have converted with a more targeted approach. The solution is to build specific campaigns for distinct segments based on user behavior and intent. Someone who spent 10 minutes reading your product specifications needs a different message than someone who bounced from your homepage after 5 seconds.
Message Mismatch
Here’s a scenario I see too often: a visitor looks at a specific product, leaves, and then gets served ads for completely different items. This creates cognitive dissonance and wastes precious attention. The fix is implementing proper dynamic retargeting that shows users products and content relevant to their browsing history.
Your messaging should feel like a natural continuation of their customer journey, not a random interruption. This means maintaining consistency across all touchpoints while adapting the specific offer or call-to-action based on their level of engagement.
Frequency Overload
I’m sure you’ve experienced this one as a consumer. Being bombarded with the same ad everywhere we go online will just make you tune the brand out and ignore everything.
This approach doesn’t just irritate potential customers; it actively damages your brand and wastes your budget. The solution isn’t as simple as setting a universal frequency cap. Instead, implement smart frequency rules that adjust based on user engagement and time since the last visit. Someone who spent 20 minutes on your site yesterday might warrant more frequent touchpoints than someone who briefly visited two weeks ago.
Channel Tunnel Vision
Many marketers get stuck in a rut of running retargeting ads on just one platform, usually because it’s what they’re most familiar with.
This misses the reality of how people consume media today. Most people jump between devices and platforms throughout their day, so disjointed messages between devices won’t look good. The solution is creating a coordinated omnichannel strategy that reaches users where they are, with messages appropriate to each channel.
Creative Staleness
Running the same ad creative for months on end is a fast track to diminishing returns. Even if your ad performed well initially, ad fatigue will eventually set in, causing your audience to tune out your message.
The solution is implementing a regular creative refresh schedule (I recommend every two weeks or 10,000 impressions, whichever comes first), but don’t just change images for the sake of it. Test different value propositions, calls-to-action, and formats. Use the data from each iteration to inform your next round of creative development.
Budget Misallocation
A surprisingly common mistake is treating all retargeting audiences equally from a budget perspective. Smart marketers know that not all visitors have the same likelihood of converting.
The solution is to allocate your budget based on user intent and potential value. This might mean spending more to reach cart abandoners or users who’ve shown high engagement while reducing spending on less qualified segments. Regular monitoring and adjustment of this allocation is crucial for maintaining optimal performance.
Poor Timing
Timing in retargeting is everything, yet many marketers miss the critical window for re-engagement. The harsh truth is that the likelihood of conversion drops dramatically after the first few days post-visit. Waiting too long to start retargeting or spreading your budget too thin over a long period minimizes your chances of success.
The solution is to focus your efforts on the first 7-10 days after a site visit, with particular emphasis on the first 24-48 hours. Set up automated triggers to ensure you’re catching users while their interest is still warm.
Key Takeaways
Let’s go over what we’ve covered in this article:
- An understanding of retargeting and remarketing fundamentals is essential.
- User segmentation matters more than ever. Focus on their behavior and intent, then create targeted messages for each segment.
- Question best practices. Test conventional wisdom to figure out what works best for your audience. Don’t be afraid to break some rules because if it works, it works.
- Avoid the seven deadly sins of retargeting. Keep your creatives fresh, focus on quality rather than quantity, and keep an eye on your retargeting frequency.
Remember, successful retargeting isn’t about following someone around the internet until they buy. It’s about being there with the right message when they’re ready to convert. Start implementing these strategies, and you’ll see not just better conversion rates but stronger customer relationships.
Now, take a look at your retargeting and remarketing initiatives. Are you the type to follow everyone wherever they go until your brand is seared into their minds, or do you strategically pop up wherever it’s best for you to do so? Check your conversion rate and spend some time this week to make some tweaks that can boost it even more.
Lesson outline
Lesson outline
Your Flight Path to Mastering CRO
Foundational Guide
In this lesson, we explore the fundamentals of Conversion Rate Optimization (CRO), which focuses on improving the percentage of website visitors who take a desired action. By understanding the psychology of users, data analysis, and testing methodologies, you can enhance your website’s effectiveness. We also cover why CRO is essential, from increasing revenue without extra traffic costs to staying competitive in a crowded digital landscape. The lesson will guide you through visual design, copywriting, and strategic tools to optimize your website for higher conversions.
Learning objectives
- Understand the core principles and goals of Conversion Rate Optimization (CRO).
- Learn how visual design and branding influence website conversions and user experience.
- Discover how to write customer-centric, persuasive copy that drives conversions.
- Explore the importance of navigation and user experience in optimizing conversions.
- Identify key CRO metrics to measure performance and track progress effectively.
- Understand the role of tools like A/B testing and heatmaps in enhancing CRO efforts.
Data Analysis & Tracking
In this lesson, I will guide you through the essentials of data analysis and tracking for Conversion Rate Optimization (CRO). We’ll dive into the importance of tracking the right metrics, including micro-conversions and user engagement, and how to set up effective tracking systems. I’ll explain common pitfalls, such as focusing on vanity metrics, and introduce strategies like progressive profiling and cross-device tracking. By the end, you’ll understand how to analyze data to continuously optimize conversions.
Learning objectives
- Understand how traditional analytics setups may obscure real conversion rate issues.
- Learn to set up tracking systems that accurately measure what works and what doesn’t.
- Identify the most important metrics that vary across different types of businesses.
- Implement progressive profiling to gather user data gradually without overwhelming visitors.
- Set up cross-device tracking to capture a full picture of user behavior across platforms.
- Develop a continuous feedback loop for ongoing CRO optimization and tracking refinement.
Copywriting & Messaging
In this lesson, I’ll teach you how to boost your conversion rates by improving your copywriting and messaging. I’ll break down the common pitfalls of traditional best practices and explain how to create copy that truly resonates with your audience. You’ll learn how to gather data-driven insights, craft emotionally engaging content, and use storytelling to build trust and credibility. By the end, you’ll know how to write copy that drives real conversions and supports long-term business growth.
Learning objectives
- Learn how to identify and eliminate conversion-killing copy to boost website performance.
- Understand the psychology behind high-converting messaging for improved audience engagement.
- Master the data-driven approach for crafting persuasive and effective copy that converts.
- Apply the three pillars of trust: authenticity, authority, and alignment in your copy.
- Develop story-driven messaging that emotionally resonates with your audience and increases conversions.
- Recognize common copywriting pitfalls and how to avoid them for lasting conversion success.
Navigation & UX
In this lesson, I’ll guide you through the importance of website navigation and user experience (UX) in driving higher conversions. You’ll learn how poor navigation can lead to lost conversions, how to structure intuitive and effective navigation, and how to design an enjoyable, seamless UX. We’ll cover key principles like clarity, mobile-first design, and performance optimization, while also diving into practical audit techniques and advanced strategies to further enhance your site’s usability and increase your conversion rates.
Learning objectives
- Understand how navigation and user experience (UX) impact website conversion rates.
- Identify key principles for creating conversion-focused navigation systems and improving UX.
- Apply best practices for designing effective website navigation that enhances user experience.
- Learn methods to audit your site’s UX and make actionable improvements for higher conversions.
- Recognize common UX mistakes and avoid them to prevent negative impacts on conversions.
- Explore advanced UX optimization techniques to elevate your website’s performance and usability.
Visual Design & Branding
This lesson explores the powerful connection between visual design, branding, and conversion rates. You’ll learn how to create a visual identity that resonates with your audience while balancing aesthetics and functionality. The lesson covers essential elements like visual hierarchy, color psychology, and typography, all of which drive user behavior. I’ll also guide you through strategies to optimize your site for conversions and how to measure success using both qualitative and quantitative data.
Learning objectives
- Develop a visual identity that resonates with your target audience and enhances conversions.
- Understand the psychological impact of colors, layouts, and visual hierarchies on user behavior.
- Apply techniques to balance brand aesthetics with conversion optimization effectively.
- Use metrics to measure and assess the success of your visual design in driving conversions.
- Implement mobile-first design principles to optimize your website for all device types.
- Collect and analyze qualitative user feedback to inform design improvements and refine user experience.
Trust Factors
Building trust and gathering social proof is crucial when starting a brand, especially if you’re not a household name. Social proof helps customers feel confident in their decisions by showcasing reviews, testimonials, endorsements, and other credibility markers. This lesson will explore the importance of trust in attracting and retaining customers, how top brands leverage social proof, and how you can effectively gather and use customer testimonials to boost your brand’s reputation and credibility.
Learning objectives
- Understand the concept of social proof and how it influences customer behavior and decisions.
- Learn the importance of trust in building a brand and gaining customer loyalty.
- Identify the different types of social proof, such as reviews, endorsements, and certifications.
- Explore strategies for gathering and leveraging customer testimonials effectively.
- Recognize how top companies utilize social proof to enhance credibility and attract customers.
- Address challenges in collecting social proof and how to overcome them for success.
Retargeting & Remarketing
In this lesson, I’ll show you how to increase conversions through effective retargeting and remarketing strategies. You’ll learn the key differences between these two approaches and how to apply them to reach potential customers without annoying them. We’ll cover essential topics like advanced segmentation, optimal frequency, and dynamic creative strategies. Additionally, I’ll guide you through building a solid strategy, avoiding common pitfalls, and using both methods together to maximize your conversion rates.
Learning objectives
- Understand the key differences between retargeting and remarketing and their impact on conversions.
- Learn how to build retargeting campaigns that engage without overwhelming or annoying your audience.
- Discover advanced segmentation strategies for more effective targeting based on user behavior and intent.
- Explore retargeting tips that challenge common practices to enhance conversion rates.
- Identify common pitfalls in retargeting and remarketing and strategies to avoid them.
- Implement strategies for optimizing frequency, timing, and creative approaches for maximum results.
Tools & Software
In this lesson, we dive into the world of Conversion Rate Optimization (CRO) tools, helping you navigate through various options to choose the right ones for your business needs. I cover five essential categories of CRO tools, from A/B testing to form analytics, and provide specific recommendations for tools that offer the best value and functionality. We also explore common CRO mistakes, strategies to avoid them, and the importance of having the right team to maximize tool effectiveness.
Learning objectives
- Understand the role of CRO tools in identifying website performance issues and improving conversions.
- Identify and categorize the five essential types of CRO tools for optimizing your website.
- Learn how to select the most effective CRO tools based on features, pricing, and use cases.
- Recognize common CRO mistakes and how to avoid them during optimization processes.
- Maximize the value of CRO tools by ensuring strategic alignment with your business goals.
- Evaluate and optimize your current CRO tool stack for better business outcomes and efficiency.