The Personalization Playbook: Secrets from successful real-world experiments
- 3. Housekeeping
• Presentation is being recording
• Slides will be available after the webinar is complete
• There will be time to submit questions at the end of
the presentation
- 4. Agenda
• Overview
• CROmetrics Personalization Approach
• Secrets of successful real world experiments
• How to elevate your program for a competitive
advantage
• Q&A
- 5. What is personalization?
• Ongoing dynamic site content versus a
temporary site change done for testing
• Giving a different experience to different
types of visitors
- 6. Personalization is the Natural
Extension of Testing
Key reasons to implement personalization
• Behavioral targeting
• Different experience based on inbound traffic source
• Different experience to different types
of visitors
- 18. E-commerce other suggested campaigns
• Exit intent modals
• Email capture or discount modals based on
on-site behavior
• Feature types of merchandise based on
geographic area
• Adjust home page based on weather
• Recommendations based on
browsing behavior
- 23. ABM - even lighter weight based on time
of day
- 32. Get a dedicated team
• Mostly competing with not testing
• Have someone be ultimately responsible
- 33. Be Creative
• Creative ideas come from the entire org
• Think about different customer/traffic sources
• Consider under-served customers
• Look for external “inspiration”
- 35. Key Takeaways
• Start with testing
• Roll test wins into personalization campaigns
• Build a dedicated team and be creative
• Keep going!
- 39. Placeholder outline
What is PErsonalization? Here is what we mean when we say “personalization”
P13n is a buzz word, but how are people really doing it?
How CROmetrics thinks about personalization
• Extension of testing - when you find a win that is based on some sort of criteria, how do you
hard code that??
• Allows for behavioral targeting as well, key for certain industries like media or SaaS
businesses that get a lot of eg blog traffic that is low converting
• Many companies start with testing and then upgrade to personalization
• HOwever, media include personalization as part of initial site optimization strategy (test to
find what p13n strategies work)
When is it most effective?
• If you want to target specific types of customers
• E-com
• certain traffic sources - google PLAs are a great example
• third party data sources such as weather - classic example
• Leadgen & b2b
• ABM, that’s what Optimizely does on their own site, but that’s a big commitment
for many companies
• capturing emails after a certain amount of time or pageviews, etc on blog
content or on site
• SaaS
• engagement in the product