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PERSONALIZATION
CREATING A PERSONALIZED WEB EXPERIENCE TO
DRIVE ENROLLMENT AND GIVING
#PSEWEB
Hello from OHO Interactive!
Oberlin College Cornell University
The Boston Conservatory
▸ Digital strategy
▸ Full website redesign
▸ User research and customer
journey
▸ Digital marketing, analytics, and
lead conversion
▸ Content strategy
▸ CMS development
▸ Service and support
And hi from me!
Vanessa Theoharis @vmtheoharis

Director of Digital Marketing
Personalization
is all around.
PERSONALIZATION: A DEFINITION
▸ “An experience that
uses customer data and
understanding to frame, guide,
extend, and enhance
interactions based on that
person’s history, preferences,
context, and intent.”

(Forrester Research)
https://buy.shareacoke.com/personalized-bottle-six-pack
Personalization
generates revenue.
“35% of Amazon’s revenue is
generated by its
recommendation engine.”
Venture Beat
IMPACT OF PERSONALIZATION
https://www.mckinsey.com/industries/retail/our-insights/how-retailers-can-keep-up-with-consumers
“75% of users select movies based
on Netflix’s recommendations.”
Gigaom
IMPACT OF PERSONALIZATION
https://www.mckinsey.com/industries/retail/our-insights/how-retailers-can-keep-up-with-consumers
“We don’t have one product but over a 100
million different products with one for each
of our members with personalized
recommendations and personalized visuals.”
IMPACT OF PERSONALIZATION
https://medium.com/netflix-techblog/artwork-personalization-c589f074ad76
The Netflix Technology Blog
“52% of consumers will switch
brands if their communications
are not personalized.”
Salesforce 2017 State of Marketing
IMPACT OF PERSONALIZATION
https://www.salesforce.com/form/pdf/2017-state-of-marketing.jsp
“89% of U.S. marketers reported that
personalization on their websites or
apps resulted in an increase in revenue.”
eMarketer/Evergage Trends in Personalization
IMPACT OF PERSONALIZATION
eMarketer/Evergage, "2016 Trends in Personalization," conducted by Researchscape.
86% of surveyed consumers said they
were concerned that their data was
being tracked.
85% realize data tracking makes it
possible for retailers to present them
with relevant and targeted content.
http://www.slideshare.net/fred.zimny/accenture-interactivesurveyresults-accenture-interactive-survey-shoppers-prefer-
personalization-over-privacy
Gen Z is 25% more likely than
other generations to provide
personal information to gain a
more predictive online
experience.
https://wpengine.com/gen-z-us/
50% of Gen Z would stop
visiting a website if it didn’t
anticipate what they needed,
liked, or wanted.
https://wpengine.com/gen-z-us/
37% of all generations believe
websites will recognize and
adapt to the user to create a
unique, personalization
experience.
https://wpengine.com/gen-z-us/
62% of all generations
believe that websites will
know what you are looking
for before you tell them.
https://wpengine.com/gen-z-us/
https://www.thinkwithgoogle.com/consumer-insights/meetingconsumerexpectations/
https://www.thinkwithgoogle.com/consumer-insights/meetingconsumerexpectations/
Why does higher
education need
personalization?
Your website is at the center
of the prospective student
journey.
REASON 1
85%
of prospective
students rate the
website as the
#1 research tool.
73%
of prospective
students rate the
website as the
#1 research tool.
The website is the only
place to engage stealth
applicants.
REASON 2
33%
of prospects for
4-year schools
failed to identify
themselves
before applying
https://www.higher-education-marketing.com/blog/rise-fall-stealth-applicant
REASON 2
50%
of applicants at
Clark University
did not provide
contact info
before applying
http://smartcollegevisit.com/2013/02/the-secret-life-of-a-stealth-applicant.html
REASON 2
62%
of transfer
applicants are
stealth
http://smartcollegevisit.com/2013/02/the-secret-life-of-a-stealth-applicant.html
REASON 2
“What scares me the most?
The 80 stealth admits that
can make or break our year.”
– University President
REASON 2
Website personalization is the
natural extension of your
existing marketing and content
strategy.
REASON 3
What does
personalization look like
in higher education?
STRATEGY
3 Types of Personalization for Higher Ed
▸ Relevance: Relevance tactics include the personalization of content based on how and
from where the visitor interacts with the website, and what basic behaviors he or she has
taken on the site.
▸ Customer Journey: These tactics aim to provide the most applicable content that can
move a prospect to the next step in the customer journey, leading them closer to
conversion.
▸ CRM-Driven: Once your CRM is connected to the website personalization engine, and a
visitor moves from anonymous to identified, you can not only identify what type of
constituent they are, but you can use the data you have on these visitors and offline
interactions to personalize the website and drive a prospect towards a conversion.
Foot prints
Prospects leave 

digital footprints
everywhere.
Goal: Recruit students
Real-Time
Personalization
Anonymous User
Admissions
“Hot List”
“Named User”
Plus, you get mounds of
data to improve lead
scoring.
SEE EVERY PAGE
CONNECT TO SALESFORCE
SEE ALL VISITS
AFFINITIES FOR AREA OF INTEREST
ADD TO A SEGMENT
Simple segments
to consider.
SCENARIO 1: INCREASE NUMBER OF INTERNATIONAL INQUIRIES
Identify visitors from locations outside of the U.S., 

then deliver international student stories on the homepage.
SCENARIO 2: INCREASE DEPOSITS DURING YIELD
DELIVER THIS BUTTON ONLY TO ADMITTED STUDENTS
IDENTIFY WHO IS AN 

ADMITTED STUDENT
CUSTOMIZE CTA BASED ON WHICH

SCHOOL THEY’VE BEEN ACCEPTED TO
UNKNOWN WEBSITE VISITORS RECEIVE VISIT CAMPUS OR INQUIRE
SCENARIO 3: SPECIFY HOMEPAGE FEATURES BASED ON PROGRAM OF INTEREST
STEP 1 Visit Homepage STEP 4 Display Graduate Hero Image and CTAsSTEP 3 Return to HomepageSTEP 2 Visit 3 pages in graduate section

for at least 4 total minutes
CUSTOMIZE FOR
GRADUATE PROSPECTS
SCENARIO 4: ON-CAMPUS MOBILE VISITORS
Identify location - near or on campus?
Identify device - mobile?
Replace hero and main CTA with 

campus information, directions, and events.
Identify network - not logged into campus network?
SCENARIO 5: ENGAGE ALUMNI BASED ON THEIR CONTENT PREFERENCES
Children
Sociology
Sociology
Middle East Politics
Send custom event invitations and giving
opportunities based on content engagement.
Add behavior to database
CRM Hobsons
Improve phone 

and email
outreach
Organic
Paid Search
Marketo

Salesforce
Inform drip

campaigns
Phone outreach
Organic
Getting Started
PERSONALIZATION
Why personalization?
▸ Gain visibility into interest, intent, and engagement –
especially to find new prospects.
▸ Deepen your prospect profile data, and validate existing data.
▸ Ensure that your constituents see the content that is most
relevant for them.
▸ Deeply personalize any one-to-one outreach.
▸ Conversions.
PERSONALIZATION
Getting Started
▸Select a platform and install tracking code on your CMS
▸Begin tracking users and looking for patterns and
opportunities to engage
▸Set up campaigns and test
▸Integrate with CRM systems
▸Build out new campaigns
MORE RESOURCES
FROM OHO
WANT TO LEARN MORE?
▸ Pick up a copy of our guide to
personalization.
▸ Visit our blog: www.oho.com/insights
▸ Follow @ohointeractive

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Making the One-to-One Dream a Reality: Creating a Personalized Web Experience to Drive Enrollment and Giving

  • 1. PERSONALIZATION CREATING A PERSONALIZED WEB EXPERIENCE TO DRIVE ENROLLMENT AND GIVING
  • 2. #PSEWEB Hello from OHO Interactive! Oberlin College Cornell University The Boston Conservatory ▸ Digital strategy ▸ Full website redesign ▸ User research and customer journey ▸ Digital marketing, analytics, and lead conversion ▸ Content strategy ▸ CMS development ▸ Service and support And hi from me! Vanessa Theoharis @vmtheoharis
 Director of Digital Marketing
  • 4. PERSONALIZATION: A DEFINITION ▸ “An experience that uses customer data and understanding to frame, guide, extend, and enhance interactions based on that person’s history, preferences, context, and intent.”
 (Forrester Research) https://buy.shareacoke.com/personalized-bottle-six-pack
  • 5.
  • 6.
  • 7.
  • 8.
  • 10. “35% of Amazon’s revenue is generated by its recommendation engine.” Venture Beat IMPACT OF PERSONALIZATION https://www.mckinsey.com/industries/retail/our-insights/how-retailers-can-keep-up-with-consumers
  • 11. “75% of users select movies based on Netflix’s recommendations.” Gigaom IMPACT OF PERSONALIZATION https://www.mckinsey.com/industries/retail/our-insights/how-retailers-can-keep-up-with-consumers
  • 12. “We don’t have one product but over a 100 million different products with one for each of our members with personalized recommendations and personalized visuals.” IMPACT OF PERSONALIZATION https://medium.com/netflix-techblog/artwork-personalization-c589f074ad76 The Netflix Technology Blog
  • 13. “52% of consumers will switch brands if their communications are not personalized.” Salesforce 2017 State of Marketing IMPACT OF PERSONALIZATION https://www.salesforce.com/form/pdf/2017-state-of-marketing.jsp
  • 14. “89% of U.S. marketers reported that personalization on their websites or apps resulted in an increase in revenue.” eMarketer/Evergage Trends in Personalization IMPACT OF PERSONALIZATION eMarketer/Evergage, "2016 Trends in Personalization," conducted by Researchscape.
  • 15. 86% of surveyed consumers said they were concerned that their data was being tracked. 85% realize data tracking makes it possible for retailers to present them with relevant and targeted content. http://www.slideshare.net/fred.zimny/accenture-interactivesurveyresults-accenture-interactive-survey-shoppers-prefer- personalization-over-privacy
  • 16. Gen Z is 25% more likely than other generations to provide personal information to gain a more predictive online experience. https://wpengine.com/gen-z-us/
  • 17. 50% of Gen Z would stop visiting a website if it didn’t anticipate what they needed, liked, or wanted. https://wpengine.com/gen-z-us/
  • 18. 37% of all generations believe websites will recognize and adapt to the user to create a unique, personalization experience. https://wpengine.com/gen-z-us/
  • 19. 62% of all generations believe that websites will know what you are looking for before you tell them. https://wpengine.com/gen-z-us/
  • 22. Why does higher education need personalization?
  • 23. Your website is at the center of the prospective student journey. REASON 1
  • 24. 85% of prospective students rate the website as the #1 research tool.
  • 25. 73% of prospective students rate the website as the #1 research tool.
  • 26. The website is the only place to engage stealth applicants. REASON 2
  • 27. 33% of prospects for 4-year schools failed to identify themselves before applying https://www.higher-education-marketing.com/blog/rise-fall-stealth-applicant REASON 2
  • 28. 50% of applicants at Clark University did not provide contact info before applying http://smartcollegevisit.com/2013/02/the-secret-life-of-a-stealth-applicant.html REASON 2
  • 30. “What scares me the most? The 80 stealth admits that can make or break our year.” – University President REASON 2
  • 31. Website personalization is the natural extension of your existing marketing and content strategy. REASON 3
  • 32. What does personalization look like in higher education?
  • 33. STRATEGY 3 Types of Personalization for Higher Ed ▸ Relevance: Relevance tactics include the personalization of content based on how and from where the visitor interacts with the website, and what basic behaviors he or she has taken on the site. ▸ Customer Journey: These tactics aim to provide the most applicable content that can move a prospect to the next step in the customer journey, leading them closer to conversion. ▸ CRM-Driven: Once your CRM is connected to the website personalization engine, and a visitor moves from anonymous to identified, you can not only identify what type of constituent they are, but you can use the data you have on these visitors and offline interactions to personalize the website and drive a prospect towards a conversion.
  • 34. Foot prints Prospects leave 
 digital footprints everywhere.
  • 35. Goal: Recruit students Real-Time Personalization Anonymous User Admissions “Hot List” “Named User”
  • 36. Plus, you get mounds of data to improve lead scoring.
  • 37. SEE EVERY PAGE CONNECT TO SALESFORCE SEE ALL VISITS AFFINITIES FOR AREA OF INTEREST ADD TO A SEGMENT
  • 39. SCENARIO 1: INCREASE NUMBER OF INTERNATIONAL INQUIRIES Identify visitors from locations outside of the U.S., 
 then deliver international student stories on the homepage.
  • 40. SCENARIO 2: INCREASE DEPOSITS DURING YIELD DELIVER THIS BUTTON ONLY TO ADMITTED STUDENTS IDENTIFY WHO IS AN 
 ADMITTED STUDENT CUSTOMIZE CTA BASED ON WHICH
 SCHOOL THEY’VE BEEN ACCEPTED TO UNKNOWN WEBSITE VISITORS RECEIVE VISIT CAMPUS OR INQUIRE
  • 41. SCENARIO 3: SPECIFY HOMEPAGE FEATURES BASED ON PROGRAM OF INTEREST STEP 1 Visit Homepage STEP 4 Display Graduate Hero Image and CTAsSTEP 3 Return to HomepageSTEP 2 Visit 3 pages in graduate section
 for at least 4 total minutes CUSTOMIZE FOR GRADUATE PROSPECTS
  • 42. SCENARIO 4: ON-CAMPUS MOBILE VISITORS Identify location - near or on campus? Identify device - mobile? Replace hero and main CTA with 
 campus information, directions, and events. Identify network - not logged into campus network?
  • 43. SCENARIO 5: ENGAGE ALUMNI BASED ON THEIR CONTENT PREFERENCES Children Sociology Sociology Middle East Politics Send custom event invitations and giving opportunities based on content engagement. Add behavior to database
  • 44.
  • 45.
  • 46.
  • 47.
  • 48.
  • 49.
  • 50.
  • 51.
  • 52.
  • 53. CRM Hobsons Improve phone 
 and email outreach Organic Paid Search
  • 54.
  • 55.
  • 56.
  • 57.
  • 58.
  • 59.
  • 60.
  • 61.
  • 62.
  • 63.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68.
  • 69.
  • 72. PERSONALIZATION Why personalization? ▸ Gain visibility into interest, intent, and engagement – especially to find new prospects. ▸ Deepen your prospect profile data, and validate existing data. ▸ Ensure that your constituents see the content that is most relevant for them. ▸ Deeply personalize any one-to-one outreach. ▸ Conversions.
  • 73. PERSONALIZATION Getting Started ▸Select a platform and install tracking code on your CMS ▸Begin tracking users and looking for patterns and opportunities to engage ▸Set up campaigns and test ▸Integrate with CRM systems ▸Build out new campaigns
  • 74. MORE RESOURCES FROM OHO WANT TO LEARN MORE? ▸ Pick up a copy of our guide to personalization. ▸ Visit our blog: www.oho.com/insights ▸ Follow @ohointeractive