Part I – Failure and recovery
This post is aimed at people who work in marketing and advertising, and are interested in automating tasks to improve quality and efficiency. It describes my recent journey towards achieving these goals. For a little context on my philosophy of automation, check out this post from a few years back. In a nutshell, it explains my preference for the flexibility of task-focused tools versus marketing automation platforms that dictate methodologies and workflows.
A little more than a year ago, I was in a difficult place. I’d hired a contract developer to build us a system to manage campaign bids and budgets. The project had not gone as I had hoped. We were about four months in, and I needed to decide whether it was time to pull the plug. Doing so meant throwing about ten thousand dollars of investment down the drain. Not doing so meant more money, and the goal posts seemed like they kept getting further away. As an organization, we’d already spent a fair bit of time and money evaluating marketing automation platforms, and this project was my baby. I have a long background in technology for agencies, so I had confidently told my business partner and the team that I had this handled.
I pulled the plug. I hated to do it. I was embarrassed, and we were struggling with an Excel-based system that desperately needed replacing. But I knew from previous projects to listen to the warning signs. Every feature took at least two times as long what the developer expected. Every test resulted in a backlog of fixes that reached all the way down to database design. And the developer was competent. Replacing him wouldn’t help. I had set the course, and it was a bad one. To make matters worse, this was just meant to be a first step. I was looking to identify and start building a technology stack from which we could automate and streamline many of the things we do.
I had to keep reminding myself that failure is necessary on the path to success. Being like Mike, as it were.
I couldn’t bear failing again, so I decided to fix the most obvious problem: me. I didn’t know enough about software development to make good choices and ask the right questions. I thought I did, but mostly I’d just spent a lot of time around people who knew more than me, and made it look easy. With a little help from a few of those people, I started over. They advised me on how to approach the problem, and I set about educating myself.
Courses and resources
- Try jQuery – I did not end up needing this for my first project, but it was super-helpful for setting up advanced Google Analytics event tracking via Google Tag Manager
- jQuery: The Return Flight – ditto
- Discover DevTools – Google Chrome Dev Tools are incredibly powerful, and free with Chrome. Dev Tools also became my new best friend when troubleshooting Google Analytics and other tracking and conversion tags.
- Google Sheets Programming with Google Apps Script – this book has proved invaluable for learning the ins and outs of programming with Google Sheets.
Whenever I was stuck on a concept, I would also find blog posts or Stackexchange threads to see it explained from different points of view. In some ways, this became the core of my education. I came to see the lessons I breezed through as just necessary steps to get to the next blocking point, when my inability to understand something would force me out into broader conversations on core concepts, common design patterns and performance optimizations.
Part II: My First Project
Part III: Automation Everywhere
Nico Brooks oversaw the development of the first commercial SEM management toolset, Go Toast, way back in the year 2000. Since then, he has worked with a variety of agencies and publishers on tools and processes to improve marketing efficiency and effectiveness. At Two Octobers, he gets to collaborate with a bunch of really smart people and play with code.