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©2018 Acquia Inc. — Confidential and Proprietary
Crawl, Walk, Run to
Personalisation Success
©2018 Acquia Inc. — Confidential and Proprietary
Who are we?
©2018 Acquia Inc. — Confidential and Proprietary
Why are we here?
Acquire
Acquire more customers
more easily.
Get more leads faster
and optimise spend.
The 3 Things We Are Trying to Do
Convert
Close more business
faster & efficiently
Drive more sales across
all channels.
Grow
Do more than win:
create loyal customers
Grow and reinforce the
relationships you’ve
worked so hard to
create.
©2018 Acquia Inc. — Confidential and Proprietary
In today’s customer first world,
a generic one size fits all experience is
no longer enough...
We Live in the World of the
Empowered Customer
74%
of online consumers get
frustrated with websites when
content appears that has
nothing to do with their
interests.
(Janrain & Harris Interactive)
7
Business Leaders Know This & Are Prioritising
the Customer Experience
Improve customer
experience
Reduce cost
Grow revenues
Source: Forrester - 2,249 global business budget decision-makers
©2018 Acquia Inc. — Confidential and Proprietary
Organisations are turning to
personalisation to help solve the
customer experience problem. Why?
Because it works.
20% increase in sales
opportunities when leads
are nurtured with
personalised content.
—DemandGen
Personalisation wins customers
10 © 2018 SiriusDecisions. All Rights Reserved@jontam13@siriusdecisions
Speak directly to
small, but valuable
audiences
Target each audience
with unique content.
Drive cross-sell,
upsell & retention
Showcase offers in the
right way, in the right
place, at the right time.
Guide visitors
through the
conversion funnel
Apply your marketing
funnel to your website.
Enhance data-
driven
decision making
Leverage the power
of customer data.
How Personalisation Delivers Value
There are three primary stages organisations are at in terms of what they are
ready to do:
Collect
actionable
data
Personalise
experiences
Orchestrate
customer
journeys
Delivering the Best Customer Experience
CRAWL WALK RUN
12 ©2018 Acquia Inc. — Confidential and Proprietary
CRAWL
Data Collection &
Segmentation
Unify Known & Unknown
Geolocation
ABM/CRM Integration
Device Type
WALK
Browsing Behavior
Pages Viewed
Marketing Campaigns
Completed Events
Visit Frequency
RUN
Cross-Channel Personalisation
Best-Next Action
Combinations of Crawl and
Walk Personalisations
...and Beyond!
Delivering the Best Experience
©2018 Acquia Inc. — Confidential and Proprietary
A moment to talk metrics...
©2018 Acquia Inc. — Confidential and Proprietary
Challenging to build
a comprehensive,
single view of a
customer
96%40%
eMarketer 2015 “Marketers Stuck on Basic Data for Personalization”
Don’t understand
customers beyond
basic data
80%
Unable to personalise
because of inability to
link data across
disparate technologies
Personalisation is A Data Challenge for Marketers
©2018 Acquia Inc. — Confidential and Proprietary
You Need to Collect Data That…
1 Builds a 360 customer profile
2 Discovers preferences, not just characteristics
3 Connects your stack (Connectors, APIs)
4 From knowledge into action
CRAWL
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Collecting data to to build user segments based
on visitors’ size of business
Identifies visitor URL, browsing behavior & Drupal
taxonomy to map visitors to unique product offering.
Creating and tagging content by funnel stage
to segment visitors by stage of funnel they are
in to personalise content
The Result:
Right content to right customer
Shortens B2B sales cycle
Builds more highly qualified leads
Segmenting by Size and Buying Stage HR B2B Software Provider
Revenue: $3 Billion
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Smaller brand offering flash sales in specific
regions or stores.
Leveraging social media celebrities to promote
these sales.
Attaching UTM codes to URLs and evaluating
site visits, time on site, and page views from that code by
geolocation.
The Result:
Better metrics for paid promotions on sponsors
social media platforms
Visibility to determine value of paid endorsements
by region
Building user profiles on first touch visitors
Discovering the Value of
Paid Social Endorsements
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Tracking visitors by interest to encourage more quote
submissions
Segmenting based on interests in destinations and in
Favourite Holiday Types
Tracking Brochure Downloads, Newsletter Sign Up &
Get Quote
The Result:
How many people have already clicked a quote in
holiday types
Promoting destinations in holiday type pages based
on interest
Destination based data collection European Travel Company
Revenue: £325 million
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Integrating Lift with their Google Analytics instance
for single view of site and profile analytics.
Tracking users segments, personalisations and goals.
Segmenting and tracking site data based on PPI
campaigns and interest in specific insurance types
The Result:
Ability to have an overall visitor profile
Promote USPs for visitors based on their browsing
behaviour to increase quotes
Better data on their customers
Lift & Google Analytics = Next Level
Insights
European Insurance Company
Revenue: €2.5 billion Euro
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Pulling data on company name and browsing
behavior from DemandBase into Profile Manager
Those visitors see a personalised welcome
message, as well as tailored content and CTA’s
Over 200 personalisations running on site
The Result: Unified data for 360 customer
view, and increased engagement metrics
on personalised CTA’s
Leverage Account Based Marketing
Data for Personalisation
Cloud based analytics provider
Purchased in 2015 for $600MM
The Personalisation Process
1
Current State
2
Beginners
3
Professionals
Tier 4: Individualisation
Masters engage customers as segments of
one in real time by listening, capturing,
measuring, assessing, and addressing intent
across every enterprise touchpoint.
Tier 3: Advanced segmentation
Professionals use a mix of order history,
browse patterns, and customer data to
engage smaller, targeted customer segments.
Tier 2: Basic segmentation
Beginners engage large customer segments
with content based on single data points such
as gender, age, and/or last purchase.
Tier 1: No personalisation
Many organisations fail to personalise at any
touchpoints, resulting in all customers
receiving the same brand experience.
FIGURE 1 Digital Leaders Strive To Reach The Top Tier Of Personalisation Mastery
4
Masters
©2018 Acquia Inc. — Confidential and Proprietary
You Need to Personalise Experiences That Are...
1 Data first
2 Beyond A/B testing
3 Smart
WALK
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Established user segments based on experiences,
destinations, and CRM Funnel
First time visitors get email sign up request;
then see guides related to areas of interest
Returning see personalised content in banner
image and other slots based on previous interests
The Result:
Session duration up 30%,
Bounce Rate down 20%
A Revamped Tourism Experience
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Establishing their pilot program
Segmenting based on the animal interests
Delivering personalised content to three primary
segments
The Result: More insight into their audience
segments and content preferences
Delivering the right experience to right person based
on their pet of choice
Pilot Personalisations in Action
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
Content tagged by product (seven different types),
persona (four types) and industry (six types)
Running homepage banner personalisations by
segment, and geolocation.
The Result: Personalised content experience
beyond single piece of content
Four degrees of segmentation (location, persona,
industry, product)
Higher engagement metrics on content
personalised by preference and location.
Personalisation on every
page by product
©2018 Acquia Inc. — Confidential and Proprietary
Orchestrating the Connected Customer Journey
Awareness Consideration Conversion Growth Advocacy
©2018 Acquia Inc. — Confidential and Proprietary
You Need to Orchestrate Journey’s that are:
1: Data first
2: Personalised
3: Understand and deliver the next best action
RUN
©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary
CMO lead initiative during company overhaul to:
Easily create new journeys and orchestrate what
happens at each step across channels.
Understand where customers are throughout the
lifecycle
Unify customer profile beyond web and email
The Goal: Reduce time to market and cost of journey
orchestration
Increase customer satisfaction
Increase new, up, cross-sell opportunities
Differentiation Through The Customer
Journey
©2017 Acquia Inc. — Confidential and Proprietary
Word of Mouth
Amy hears about
AMD’s Radeon’s GPU
products from a
colleague
Goes to AMD.com
Demandbase looks up
industry, company,
revenue and adds it to
her profile.
Personalised Homepage
The website shows the new
HP OMEN Laptop with AMD
Radeon RX580.
Website Browsing
Amy, also a gaming
hobbyist, reads a few
pages about the Radeon
devices and software.
Email Newsletter Sign-up
Amy wants to stay informed
so he signs up for AMD’s
“Gaming Evolved”
newsletter.
Personalised Welcome Email
An email is sent to Amy from
SilverPop. It highlights the
gaming archives and an offer
for the Radeon RX580.
Personalised Campaign Page
URL from welcome email directs
to campaign page with
personalised content including
a Radeon product comparison
chart. Amy buys!
Emails
Receives email thanking her
for her purchase,
encouraging her to review
and with a link to a review
page of the OMEN laptop.
Targeted Ads
Based on her email address, deliver
Amy with Google, and Twitter for the
OMEN laptop and other
complementary products
METRICS
- Pageviews
- Email opens / clicks
- Newsletter Signups
- Ad impressions / clicks
Ongoing
Amy
• Anonymous Visitor
• Works at HP as a business analyst.
• Gaming Hobbyist
Customer Journey
Questions?

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‘Crawl, Walk, Run’ to Personalisation Success

  • 1. ©2018 Acquia Inc. — Confidential and Proprietary Crawl, Walk, Run to Personalisation Success
  • 2. ©2018 Acquia Inc. — Confidential and Proprietary Who are we?
  • 3. ©2018 Acquia Inc. — Confidential and Proprietary Why are we here?
  • 4. Acquire Acquire more customers more easily. Get more leads faster and optimise spend. The 3 Things We Are Trying to Do Convert Close more business faster & efficiently Drive more sales across all channels. Grow Do more than win: create loyal customers Grow and reinforce the relationships you’ve worked so hard to create.
  • 5. ©2018 Acquia Inc. — Confidential and Proprietary In today’s customer first world, a generic one size fits all experience is no longer enough...
  • 6. We Live in the World of the Empowered Customer 74% of online consumers get frustrated with websites when content appears that has nothing to do with their interests. (Janrain & Harris Interactive)
  • 7. 7 Business Leaders Know This & Are Prioritising the Customer Experience Improve customer experience Reduce cost Grow revenues Source: Forrester - 2,249 global business budget decision-makers
  • 8. ©2018 Acquia Inc. — Confidential and Proprietary Organisations are turning to personalisation to help solve the customer experience problem. Why? Because it works.
  • 9. 20% increase in sales opportunities when leads are nurtured with personalised content. —DemandGen Personalisation wins customers
  • 10. 10 © 2018 SiriusDecisions. All Rights Reserved@jontam13@siriusdecisions Speak directly to small, but valuable audiences Target each audience with unique content. Drive cross-sell, upsell & retention Showcase offers in the right way, in the right place, at the right time. Guide visitors through the conversion funnel Apply your marketing funnel to your website. Enhance data- driven decision making Leverage the power of customer data. How Personalisation Delivers Value
  • 11. There are three primary stages organisations are at in terms of what they are ready to do: Collect actionable data Personalise experiences Orchestrate customer journeys Delivering the Best Customer Experience CRAWL WALK RUN
  • 12. 12 ©2018 Acquia Inc. — Confidential and Proprietary CRAWL Data Collection & Segmentation Unify Known & Unknown Geolocation ABM/CRM Integration Device Type WALK Browsing Behavior Pages Viewed Marketing Campaigns Completed Events Visit Frequency RUN Cross-Channel Personalisation Best-Next Action Combinations of Crawl and Walk Personalisations ...and Beyond! Delivering the Best Experience
  • 13. ©2018 Acquia Inc. — Confidential and Proprietary A moment to talk metrics...
  • 14. ©2018 Acquia Inc. — Confidential and Proprietary Challenging to build a comprehensive, single view of a customer 96%40% eMarketer 2015 “Marketers Stuck on Basic Data for Personalization” Don’t understand customers beyond basic data 80% Unable to personalise because of inability to link data across disparate technologies Personalisation is A Data Challenge for Marketers
  • 15. ©2018 Acquia Inc. — Confidential and Proprietary You Need to Collect Data That… 1 Builds a 360 customer profile 2 Discovers preferences, not just characteristics 3 Connects your stack (Connectors, APIs) 4 From knowledge into action CRAWL
  • 16. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Collecting data to to build user segments based on visitors’ size of business Identifies visitor URL, browsing behavior & Drupal taxonomy to map visitors to unique product offering. Creating and tagging content by funnel stage to segment visitors by stage of funnel they are in to personalise content The Result: Right content to right customer Shortens B2B sales cycle Builds more highly qualified leads Segmenting by Size and Buying Stage HR B2B Software Provider Revenue: $3 Billion
  • 17. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Smaller brand offering flash sales in specific regions or stores. Leveraging social media celebrities to promote these sales. Attaching UTM codes to URLs and evaluating site visits, time on site, and page views from that code by geolocation. The Result: Better metrics for paid promotions on sponsors social media platforms Visibility to determine value of paid endorsements by region Building user profiles on first touch visitors Discovering the Value of Paid Social Endorsements
  • 18. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Tracking visitors by interest to encourage more quote submissions Segmenting based on interests in destinations and in Favourite Holiday Types Tracking Brochure Downloads, Newsletter Sign Up & Get Quote The Result: How many people have already clicked a quote in holiday types Promoting destinations in holiday type pages based on interest Destination based data collection European Travel Company Revenue: £325 million
  • 19. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Integrating Lift with their Google Analytics instance for single view of site and profile analytics. Tracking users segments, personalisations and goals. Segmenting and tracking site data based on PPI campaigns and interest in specific insurance types The Result: Ability to have an overall visitor profile Promote USPs for visitors based on their browsing behaviour to increase quotes Better data on their customers Lift & Google Analytics = Next Level Insights European Insurance Company Revenue: €2.5 billion Euro
  • 20. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Pulling data on company name and browsing behavior from DemandBase into Profile Manager Those visitors see a personalised welcome message, as well as tailored content and CTA’s Over 200 personalisations running on site The Result: Unified data for 360 customer view, and increased engagement metrics on personalised CTA’s Leverage Account Based Marketing Data for Personalisation Cloud based analytics provider Purchased in 2015 for $600MM
  • 21. The Personalisation Process 1 Current State 2 Beginners 3 Professionals Tier 4: Individualisation Masters engage customers as segments of one in real time by listening, capturing, measuring, assessing, and addressing intent across every enterprise touchpoint. Tier 3: Advanced segmentation Professionals use a mix of order history, browse patterns, and customer data to engage smaller, targeted customer segments. Tier 2: Basic segmentation Beginners engage large customer segments with content based on single data points such as gender, age, and/or last purchase. Tier 1: No personalisation Many organisations fail to personalise at any touchpoints, resulting in all customers receiving the same brand experience. FIGURE 1 Digital Leaders Strive To Reach The Top Tier Of Personalisation Mastery 4 Masters
  • 22. ©2018 Acquia Inc. — Confidential and Proprietary You Need to Personalise Experiences That Are... 1 Data first 2 Beyond A/B testing 3 Smart WALK
  • 23. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Established user segments based on experiences, destinations, and CRM Funnel First time visitors get email sign up request; then see guides related to areas of interest Returning see personalised content in banner image and other slots based on previous interests The Result: Session duration up 30%, Bounce Rate down 20% A Revamped Tourism Experience
  • 24. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Establishing their pilot program Segmenting based on the animal interests Delivering personalised content to three primary segments The Result: More insight into their audience segments and content preferences Delivering the right experience to right person based on their pet of choice Pilot Personalisations in Action
  • 25. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary Content tagged by product (seven different types), persona (four types) and industry (six types) Running homepage banner personalisations by segment, and geolocation. The Result: Personalised content experience beyond single piece of content Four degrees of segmentation (location, persona, industry, product) Higher engagement metrics on content personalised by preference and location. Personalisation on every page by product
  • 26. ©2018 Acquia Inc. — Confidential and Proprietary Orchestrating the Connected Customer Journey Awareness Consideration Conversion Growth Advocacy
  • 27. ©2018 Acquia Inc. — Confidential and Proprietary You Need to Orchestrate Journey’s that are: 1: Data first 2: Personalised 3: Understand and deliver the next best action RUN
  • 28. ©2017 Acquia Inc. — Confidential and Proprietary©2016 Acquia Inc. — Confidential and Proprietary©2017 Acquia Inc. — Confidential and Proprietary CMO lead initiative during company overhaul to: Easily create new journeys and orchestrate what happens at each step across channels. Understand where customers are throughout the lifecycle Unify customer profile beyond web and email The Goal: Reduce time to market and cost of journey orchestration Increase customer satisfaction Increase new, up, cross-sell opportunities Differentiation Through The Customer Journey
  • 29. ©2017 Acquia Inc. — Confidential and Proprietary Word of Mouth Amy hears about AMD’s Radeon’s GPU products from a colleague Goes to AMD.com Demandbase looks up industry, company, revenue and adds it to her profile. Personalised Homepage The website shows the new HP OMEN Laptop with AMD Radeon RX580. Website Browsing Amy, also a gaming hobbyist, reads a few pages about the Radeon devices and software. Email Newsletter Sign-up Amy wants to stay informed so he signs up for AMD’s “Gaming Evolved” newsletter. Personalised Welcome Email An email is sent to Amy from SilverPop. It highlights the gaming archives and an offer for the Radeon RX580. Personalised Campaign Page URL from welcome email directs to campaign page with personalised content including a Radeon product comparison chart. Amy buys! Emails Receives email thanking her for her purchase, encouraging her to review and with a link to a review page of the OMEN laptop. Targeted Ads Based on her email address, deliver Amy with Google, and Twitter for the OMEN laptop and other complementary products METRICS - Pageviews - Email opens / clicks - Newsletter Signups - Ad impressions / clicks Ongoing Amy • Anonymous Visitor • Works at HP as a business analyst. • Gaming Hobbyist Customer Journey