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Optimizely Under the Hood
B2B Experimentation
& Personalization at
Optimizely
Michael O’Connell & Takeshi Young
November 13, 2018
Housekeeping
● This session is being recorded
● You will receive a copy of the
recording and slides
● We’ll answer questions at the
end of the presentation
3
Presenters
Takeshi Young
Web Marketing Manager
@takeshiyoung
Michael O’Connell
Snr. Director, Demand Gen
@mike_oconnell
4
Agenda
1. Marketing at Optimizely
2. Our Approach to Experimentation + Personalization
3. Optimizely on Optimizely (OOO)
4. Experiment + Campaign Examples
5. Takeaways and Questions
5
Marketing at Optimizely
6
13
29 of the Fortune 100 Have Chosen Optimizely
We Are Proud to Work With Great Global Enterprises
“Our success is a function of
how many experiments
we do per year, per month,
per week, per day.”
“Instead of saying ‘I have an
idea,’ what if you said
‘I have a new hypothesis,
let’s go test it.’
“Our company culture
encourages
experimentation and
free flow of ideas.”
“One of the things I’m
most proud of, and I think
what is the key to our
success, is this testing
framework we’ve built.”
Experimentation is the
Next Great Business
Transformation
Jeff Bezos Larry Page
Mark Zuckerberg
Satya Nadella
The Surprising
Power of Online
Experiments
8
Changed From Selling to Early Adopters to Early Majority
9
Enterprise
Marketing
© Liberal Party of Canada / Via youtube.com
10
Growth Remains THE Priority For Our Marketing Team
11
Full Market Coverage - Balancing ROI with Scale
All Segments
StrategicAccounts
Customers
Account Based Demand Generation
12
Our approach to
Digital Experience
Optimization (DXO)
13
We Believe ‘Drinking Our Own Champagne’
Photo by Tristan Gassert on Unsplash
15
The Dream Team
16
Focus Areas and Metrics
Marketing Funnel Impact
• Lead Funnel Goals
– Lead + MQL volume
– Pipeline Impact
• Funnel Conversion Rates
– Lead to MQL
– MQL to SAL (Handoff to SDRs)
Website Effectiveness
• Site Engagement
– Bounce Rate
– Pages per session
– On-page interaction
• Conversion Rate Optimization
– Visit to conversion rate
– Landing page conversion rate
17
3rd Party Advertiser Data
(Keywords, Creative etc.)
Front End
Experience
Technology Stack
3rd Party
Firmographic Data
(Company size, etc.)
1st Party Data
(Accounts, Contacts, Leads, Behavioral etc.)
Serve VariantsBuild Segments
18
Optimizely on
Optimizely (OOO)
19
By-the-Numbers
XXX,000 visitors
1,000 pages
100 new experiments
40 personalization campaigns
6 experiments
20
Focus Areas
1. High traffic pages (home page, top SEO pages, blog)
2. High intent (product page, plans page, contact us page)
Touchpoints
21
Ideation
1. Brainstorm sessions (within team & key stakeholders)
2. Analytics & visualizations (CrazyEgg, FullStory)
3. Iteration
4. Internal strategy team
5. Company-wide experimentation
22
23
Experiment +
Campaign
Examples
24
CTA Tests
+129% clicks
25
Iterating to Perfection
+16% submissions
26
Form Testing
+8% on
Desktop
+15% on
Mobile
27
GDPR Popup
+40% opt-in rate
28
Personalized Promotions
29
Localization
30
Experimentation + Personalization +40% clicks
31
Industry Specific Personalization +20% clicks
32
Industry Specific Messaging
33
Symmetric Messaging
34
Tiered Approach to Account Based Marketing
VP SPONSOR
NAMED CHAMPION
LARGEST POTENTIAL
Top 20 Accts
#201+ NAMED TARGET ACCOUNTS
HIGH POTENTIAL ACCOUNTS
ALIGNED ACCOUNT PLAN
# 21 - 200
35
Top Tier Account Experience
36
Mid Tier Accounts
37
Takeaways
38
Key takeaways
1. Experimentation can help at all stages of market maturity
2. Assign a program manager to ensure alignment
3. Combining Personalization with Experimentation will reduce risk
and maximise performance
4. Continuous iteration on experiments will uncover new
opportunities
39
Questions?
Next Webinar - December 5th:
40
We also integrate with a host of other technology providers

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Under the Hood Webinar Series: B2B Experimentation & Personalization at Optimizely