ABM in Practice: How to
Personalize your Homepage
Stephanie Robotham
HEAD OF CORPORATE MARKETING, OPTIMIZELY
Steve Ebin
HEAD OF OPTIMIZATION, OPTIMIZELY
• We are recording!
• Slides and video from this
presentation will be sent out later
today
• We are happy to take your questions -
enter them in the Questions panel of
GoToWebinar
• Tweet along with us: #ABMinPractice
Housekeeping Details
Stephanie Robotham
Head of Corporate Marketing, Optimizely
• Responsible for global pipeline generation
• Driving our ABM strategy and adoption
• Owner of Optimizely’s website and
marketing technology stack
• Executive sponsor of the homepage
project
• Previously, spent 10 years at Salesforce
and Heroku in demand generation and
digital marketing roles
Meet Our Speakers
#ABMinPractice
Steve Ebin
Head of Optimization, Optimizely
● Responsible for testing, conversion
rate optimization, and personalization
● Owner of ‘Optimizely on Optimizely’
● Owner of the homepage project
● Also manages Optimizely’s paid
marketing strategy
Meet Our Speakers
#ABMinPractice
What You’ll Learn
• A high-level overview of ABM
• How personalization works
within an ABM strategy
• Whether or not
personalization works
• What comes next after the
homepage for ABM
Why ABM?
The value of Account-Based
Marketing: Why do it?
“Account-Based Marketing is
used by B2B marketers to
identify and target the accounts
they value most, opening
strategic sales opportunities and
supporting them through the
buyer’s journey.
#ABMinPractice
Why ABM now?
• Focus on quality - Response to ‘inbound mania’
• Automation - Ability to deliver marketing programs, content, and
messaging at scale through technology
• Data - Do more with the treasure trove of data you’re already
collecting
• Customer expectations - Digital experiences are becoming more
targeted in every context
#ABMinPractice
“B2C experiences have us
trained to expect personalized
content, recommendations--
soon, searching for content on
B2B websites will be a very
disappointing experience.
#ABMinPractice
Why Web Personalization for ABM?
• Personalization expectation - When they’re
not your prospects, they’re consumers
• Data becomes actionable - you have the
data - now put it to work
• Targeted messaging and experiences -
Website goes from a one-many asset to an
action layer for your data and programs
#ABMinPractice
“Personalizing your website is
where your customer data
comes to life. You’ve been
collecting it - for years! But
have only been able to use it
in limited use cases.
#ABMinPractice
Early days of ABM at
Optimizely
We’ll share:
• Our homepage experiment
• The first ABM test we ran that
generated $1M in sales pipeline (hint:
it’s not the homepage)
• Other pages that have been
personalized since the homepage
#ABMinPractice
Why ABM for Optimizely?
• Lead volume problem = bad
conversations for Sales
• Need leads to be better educated,
higher quality
• No natural next step if you’re not a
user of the product
• Treasure trove of data that was being
underutilized
#ABMinPractice
Homepage
Personalization
Steve Ebin
Head of Optimization
Our goals for the homepage
• ‘Show, don’t tell’
• Showcase our own technology
• Support ABM strategy
• Do something easy to understand
#ABMinPractice
This is our current homepage. I’d
like to spend a few minutes walking
through it with you.
The background image and
headline changes based on
demographic criteria.
The background image and
headline changes based on
demographic criteria.
The background image and
headline changes based on
demographic criteria.
The background image and
headline changes based on
demographic criteria.
The background image and
headline changes based on
demographic criteria.
When we can’t identify the visitor,
they see a time of day message
When we can’t identify the visitor,
they see a time of day message
The modules below the hero are
personalized based on both
demographic and behavioral
attributes for each visitor.
Module 1 changes based on
behavioral criteria
Module 2 changes based on
demographic criteria
Module 3 changes based on
demographic criteria
Module 3 changes based on
demographic criteria
Customer logos change based on
demographic criteria
● Travel prospects see travel logos,
retail prospects sees retail logos, etc.
● Everyone else sees our default logos.
Customer logos change based on
demographic criteria
● Travel prospects see travel logos,
retail prospects sees retail logos, etc.
● Everyone else sees our default logos.
Results
What happened after we
personalized the homepage?
#ABMinPractice
Qualitative Impact
@caraharshman #CTAConf
B
A
+1.5% improvement
engagement
+113% improvement
views of Solutions page
+117% improvement
clicks on secondary CTA
Quantitative Impact
#ABMinPractice
Process
HOW WE GOT TO THIS
POINT, AND HOW YOU CAN
TOO
What makes this difficult?
• Navigating stakeholders
• Unchartered territory
• Many audiences creates complexity
• Need high confidence in data being
used for personalization
• Goals and results are fuzzier than
in an A/B test
#ABMinPractice
Step 1. Goals
What do you
want to achieve?
Step 2. Accounts
For whom do you
want to achieve this?
Step 3. Design
What design will help
you achieve that goal
with that audience?
Steps to Redesign & Personalize your Homepage
Step 4. Personalize
Show the right
experience to the
right visitor.
Establishing Goals
#ABMinPractice
STEP 1
Establishing Goals - A reminder of what Optimizely’s goals were
• ‘Show, don’t tell’
• Showcase our own technology
• Support ABM strategy
• Do something easy to
understand
#ABMinPractice
Establishing Goals - Figuring it out for Yourself
• Conversion vs. education?
• Demonstrate vs. explain?
• Explicit vs. implicit personalization?
#ABMinPractice
Accounts
#ABMinPractice
STEP 2
Accounts - for Optimizely
• Cascading approach for different tiers:
• Top: account list - 1-to-1 personalization
• Middle: industries - 1-to-few personalization
• Bottom: everyone else: 1-to-many
personalization
• Other considerations:
• Customer and non-customer audiences
• Behavioral audiences
• Geographic audiences
#ABMinPractice
• Do you have an account list?
• What are your business goals for that
list?
• What is feasible/achievable in your
timeframe?
• What other attributes could be used to
segment accounts into audiences?
#ABMinPractice
Accounts - for Yourself
Design
#ABMinPractice
STEP 3
Design - for Optimizely
#ABMinPractice
• Modular design
• Hero that can be personalized
• Room for personalization modules
• Customer validation
• Promoted content
Design - for Yourself
• Is my design ‘personalize-able’
today?
• Can I iterate upon the design?
• Am I making the best use of above-
the-fold space?
• Can I target messages and content
throughout the page?
#ABMinPractice
Personalize: Create
Campaigns
#ABMinPractice
STEP 4
#ABMinPractice
WANT TO SEE
CAMPAIGN CREATION IN
ACTION?
LET US KNOW!
#ABMinPractice
What’s Next?
ABM in practice
after the homepage
ABM in Practice - Watch Campaign
• Campaign for target list of executives to
set up in-person meetings
• For setting up a meeting, AEs gift
prospect an Apple Watch
• Tested as an email-only campaign in
Q1
• $1M in pipeline opportunities so far
#ABMinPractice
ABM in Practice - Watch Campaign
#ABMinPractice
#ABMinPractice
Customers Page
• Visitors see logos from their industry
by default
• Customer quote also changes by
industry
#ABMinPractice
Demo Request Page
• Visitors see their website when they
land on the page – putting them in
center of focus for the experience
• Customer logos personalized to
match their industry
#ABMinPractice
Blog Content Recommendations
• Content recommendations by topic
interest (industry, product, etc.)
• Content recommendations based on
reading behavior
#ABMinPractice
OPTICON 2016
San Francisco – 9/15
New York – 9/21
SAVE THE DATE

ABM in Practice: How to Personalize your Homepage

  • 1.
    ABM in Practice:How to Personalize your Homepage Stephanie Robotham HEAD OF CORPORATE MARKETING, OPTIMIZELY Steve Ebin HEAD OF OPTIMIZATION, OPTIMIZELY
  • 2.
    • We arerecording! • Slides and video from this presentation will be sent out later today • We are happy to take your questions - enter them in the Questions panel of GoToWebinar • Tweet along with us: #ABMinPractice Housekeeping Details
  • 3.
    Stephanie Robotham Head ofCorporate Marketing, Optimizely • Responsible for global pipeline generation • Driving our ABM strategy and adoption • Owner of Optimizely’s website and marketing technology stack • Executive sponsor of the homepage project • Previously, spent 10 years at Salesforce and Heroku in demand generation and digital marketing roles Meet Our Speakers #ABMinPractice
  • 4.
    Steve Ebin Head ofOptimization, Optimizely ● Responsible for testing, conversion rate optimization, and personalization ● Owner of ‘Optimizely on Optimizely’ ● Owner of the homepage project ● Also manages Optimizely’s paid marketing strategy Meet Our Speakers #ABMinPractice
  • 5.
    What You’ll Learn •A high-level overview of ABM • How personalization works within an ABM strategy • Whether or not personalization works • What comes next after the homepage for ABM
  • 6.
    Why ABM? The valueof Account-Based Marketing: Why do it?
  • 7.
    “Account-Based Marketing is usedby B2B marketers to identify and target the accounts they value most, opening strategic sales opportunities and supporting them through the buyer’s journey. #ABMinPractice
  • 8.
    Why ABM now? •Focus on quality - Response to ‘inbound mania’ • Automation - Ability to deliver marketing programs, content, and messaging at scale through technology • Data - Do more with the treasure trove of data you’re already collecting • Customer expectations - Digital experiences are becoming more targeted in every context #ABMinPractice
  • 9.
    “B2C experiences haveus trained to expect personalized content, recommendations-- soon, searching for content on B2B websites will be a very disappointing experience. #ABMinPractice
  • 10.
    Why Web Personalizationfor ABM? • Personalization expectation - When they’re not your prospects, they’re consumers • Data becomes actionable - you have the data - now put it to work • Targeted messaging and experiences - Website goes from a one-many asset to an action layer for your data and programs #ABMinPractice
  • 11.
    “Personalizing your websiteis where your customer data comes to life. You’ve been collecting it - for years! But have only been able to use it in limited use cases. #ABMinPractice
  • 12.
    Early days ofABM at Optimizely We’ll share: • Our homepage experiment • The first ABM test we ran that generated $1M in sales pipeline (hint: it’s not the homepage) • Other pages that have been personalized since the homepage #ABMinPractice
  • 13.
    Why ABM forOptimizely? • Lead volume problem = bad conversations for Sales • Need leads to be better educated, higher quality • No natural next step if you’re not a user of the product • Treasure trove of data that was being underutilized #ABMinPractice
  • 14.
  • 15.
    Our goals forthe homepage • ‘Show, don’t tell’ • Showcase our own technology • Support ABM strategy • Do something easy to understand #ABMinPractice
  • 16.
    This is ourcurrent homepage. I’d like to spend a few minutes walking through it with you.
  • 17.
    The background imageand headline changes based on demographic criteria.
  • 18.
    The background imageand headline changes based on demographic criteria.
  • 19.
    The background imageand headline changes based on demographic criteria.
  • 20.
    The background imageand headline changes based on demographic criteria.
  • 21.
    The background imageand headline changes based on demographic criteria.
  • 22.
    When we can’tidentify the visitor, they see a time of day message
  • 23.
    When we can’tidentify the visitor, they see a time of day message
  • 24.
    The modules belowthe hero are personalized based on both demographic and behavioral attributes for each visitor.
  • 25.
    Module 1 changesbased on behavioral criteria
  • 26.
    Module 2 changesbased on demographic criteria
  • 27.
    Module 3 changesbased on demographic criteria
  • 28.
    Module 3 changesbased on demographic criteria
  • 29.
    Customer logos changebased on demographic criteria ● Travel prospects see travel logos, retail prospects sees retail logos, etc. ● Everyone else sees our default logos.
  • 30.
    Customer logos changebased on demographic criteria ● Travel prospects see travel logos, retail prospects sees retail logos, etc. ● Everyone else sees our default logos.
  • 31.
    Results What happened afterwe personalized the homepage?
  • 32.
  • 33.
    @caraharshman #CTAConf B A +1.5% improvement engagement +113%improvement views of Solutions page +117% improvement clicks on secondary CTA Quantitative Impact #ABMinPractice
  • 34.
    Process HOW WE GOTTO THIS POINT, AND HOW YOU CAN TOO
  • 35.
    What makes thisdifficult? • Navigating stakeholders • Unchartered territory • Many audiences creates complexity • Need high confidence in data being used for personalization • Goals and results are fuzzier than in an A/B test #ABMinPractice
  • 36.
    Step 1. Goals Whatdo you want to achieve? Step 2. Accounts For whom do you want to achieve this? Step 3. Design What design will help you achieve that goal with that audience? Steps to Redesign & Personalize your Homepage Step 4. Personalize Show the right experience to the right visitor.
  • 37.
  • 38.
    Establishing Goals -A reminder of what Optimizely’s goals were • ‘Show, don’t tell’ • Showcase our own technology • Support ABM strategy • Do something easy to understand #ABMinPractice
  • 39.
    Establishing Goals -Figuring it out for Yourself • Conversion vs. education? • Demonstrate vs. explain? • Explicit vs. implicit personalization? #ABMinPractice
  • 40.
  • 41.
    Accounts - forOptimizely • Cascading approach for different tiers: • Top: account list - 1-to-1 personalization • Middle: industries - 1-to-few personalization • Bottom: everyone else: 1-to-many personalization • Other considerations: • Customer and non-customer audiences • Behavioral audiences • Geographic audiences #ABMinPractice
  • 42.
    • Do youhave an account list? • What are your business goals for that list? • What is feasible/achievable in your timeframe? • What other attributes could be used to segment accounts into audiences? #ABMinPractice Accounts - for Yourself
  • 43.
  • 44.
    Design - forOptimizely #ABMinPractice • Modular design • Hero that can be personalized • Room for personalization modules • Customer validation • Promoted content
  • 45.
    Design - forYourself • Is my design ‘personalize-able’ today? • Can I iterate upon the design? • Am I making the best use of above- the-fold space? • Can I target messages and content throughout the page? #ABMinPractice
  • 46.
  • 47.
    #ABMinPractice WANT TO SEE CAMPAIGNCREATION IN ACTION? LET US KNOW!
  • 48.
  • 49.
    What’s Next? ABM inpractice after the homepage
  • 50.
    ABM in Practice- Watch Campaign • Campaign for target list of executives to set up in-person meetings • For setting up a meeting, AEs gift prospect an Apple Watch • Tested as an email-only campaign in Q1 • $1M in pipeline opportunities so far #ABMinPractice
  • 51.
    ABM in Practice- Watch Campaign #ABMinPractice
  • 52.
  • 53.
    Customers Page • Visitorssee logos from their industry by default • Customer quote also changes by industry #ABMinPractice
  • 54.
    Demo Request Page •Visitors see their website when they land on the page – putting them in center of focus for the experience • Customer logos personalized to match their industry #ABMinPractice
  • 55.
    Blog Content Recommendations •Content recommendations by topic interest (industry, product, etc.) • Content recommendations based on reading behavior #ABMinPractice
  • 56.
    OPTICON 2016 San Francisco– 9/15 New York – 9/21 SAVE THE DATE