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The Personalization
Playbook
Presenters
Chris Neumann, Founder & CEO, CROmetrics
Sean Condren, Strategic Partnerships, Optimizely
Today’s Speakers
Chris Neumann
Founder & CEO
CROmetrics
Sean Condren
Strategic Partnerships
Optimizely
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
Agenda
• Overview
• CROmetrics Personalization Approach
• Secrets of successful real world experiments
• How to elevate your program for a competitive
advantage
• Q&A
What is personalization?
• Ongoing dynamic site content versus a
temporary site change done for testing
• Giving a different experience to different
types of visitors
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
Secrets of successful real world
experiments
Campaigns CROmetrics has seen win for our
customers
Media Examples
Media personalization uses
• Increasing time on site and page views
• Whitelisting ad blockers
• Behavioral targeting
Media suggested campaigns
Media suggested campaigns
Media suggested campaigns
• Increasing time on site and pageviews
• Modals
• Traffic sources
• Behavioral targeting
E-Commerce Examples
E-commerce personalization uses
• Specific traffic sources
• Full page modals
• Third party data sources
• Recommendations
 The Personalization Playbook: Secrets from successful real-world experiments
 The Personalization Playbook: Secrets from successful real-world experiments
 The Personalization Playbook: Secrets from successful real-world experiments
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
B2B Examples
B2B/LeadGen personalization uses
• Account-based marketing
• Third party data sources
• Behavioral targeting
ABM - known target customer IP address
ABM - lighter weight based on category
ABM - even lighter weight based on time
of day
Behavioral Targeting -
Personalized Experiences
B2B/LeadGen suggested
campaigns
• Behavioral targeting
• Targeted promotions
• Ad channel
SaaS/Subscription Examples
SaaS/Subscription
personalization uses
• In-product engagement
• Churned customer winback campaigns
• Behavioral targeting
Encourage Feature Use
Winback
campaigns
SaaS Suggested campaigns
• Behavioral targeting
• Prospect vs known customer
• First time use case
How to Elevate your program for
a competitive advantage
Get a dedicated team
• Mostly competing with not testing
• Have someone be ultimately responsible
Be Creative
• Creative ideas come from the entire org
• Think about different customer/traffic sources
• Consider under-served customers
• Look for external “inspiration”
Increase Throughput
• More experiments means more learnings and
more ROI
• Easy tests
• Common blockers
Key Takeaways
• Start with testing
• Roll test wins into personalization campaigns
• Build a dedicated team and be creative
• Keep going!
1200+Attendees
20+Sessions
100+Giveaways
30+Speakers
Wynn Las Vegas, October 17-19
Registration
Regular
$850
Expires on 10/16/2017
Early Bird
$750
Expires on 09/01/2017
Questions?
Please submit your questions via the text box on
your screen.
Thank you
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

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The Personalization Playbook: Secrets from successful real-world experiments