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DIGITAL AIR STRIKE
Connecting The “Dots” Around
Your Consumers
Consumer Engagement & Social Intelligence
© 2017 Digital Air Strike| Reproduction Prohibited
David Corchado
Chief Digital Officer
dcorchado@digitalairstrike.com
2
Ensuring consistency of message across channels
Using online data to optimize the offline experience
What will be critical in
shaping your digital
marketing strategy over
the next 5 years?
Source:	Adobe	/	EconsultancyMarch	2017
Optimizing the customer journey across multiple touchpoints
Learning new techniques disciplines and skills for new channels
Understanding how mobile users research and buy products
Understanding when/where consumers use different devices
Using offline data to optimize the online experience
70%
66%
58%
50%
46%
45%
39%
Big Brand Marketing Priorities
A Quest For The Right Message, In the Right Place
3
0 5 10 15 20 25 30 35 40 45 50
None of these
Managing health records online
Playing a game online
Using a social networking app
Banking online
Making a purchase from a retail website
Online Activities
Shown: % Prioritize Function over Privacy
EU US
• 57% of online shoppers are
comfortable sharing
information as long as it is
for their benefit
• 64% of respondents said
they’d prefer the
personalized experience
• 73% of consumers prefer to
do business with brands
that use personal
information to make their
shopping experiences
more relevant
Data, Personalization vs. Privacy
Source:	eMarketer April	2016
Consumers Accept The Risks (if done respectfully)
4
Platforms, Evolve, Dissolve, and have Unique Strengths
5
Cycle
Interact
Purchase
Evaluate
Consider
Function
Data	Collection Privacy
Targeting Personalization
Analytics
Platform
Google
Facebook Twitter
Live	Ramp
Adobe
Device
Computer Mobile
Wearables Car
TVTablet
Channel
TV Search Social
Display Native Affiliate
Digital
Video
CRMOn-Site Tapad
Email
- 9 Touchpoints
- 6 Channels
- 4 Devices
- 1 Customer
Sessions are “Dots” of Singular Behavior
The Buyers Path is Fragmented
6
D E V I C E 	
A S S O C I A T I O N 	
G R A P H S
C r o s s 	 D e v i c e 	
A t t r i b u t i o n
T A G 	
M A N A G E M E N T
D a t a 	 L a y e r 	
C R O S S 	
P L A T F O R M 	
I N T E G R A T I O N
C u s t o m e r 	 D a t a
P l a t f o r m ( C D P ) 	
o r 	 E D W
- CDP	provides	for	“out	of	the	box”	partitioning/segmenting/stitching
- Enterprise	data	warehouse	highly	flexible	but	requires	DS	expertise	&	domain	knowledge
3 Things to Understand the Customer Journey
© 2017 Digital Air Strike| Reproduction Prohibited
U N I F I E D 	 D A T A 	
L A Y E R
E n t e r p r i s e 	 T a g 	
M a n a g e m e n t
Foundations of Digital Personalization through 1st Party Data
7
Deterministic
• Device matching relies on user
information captured during login
events
• 95+% certainty
• Proprietary relationships with a
telecom providers, publishers,
retailers, that provide anonymized
bridging data to identify the same
consumer across multiple devices
• Limited by scale, often walled
Probabilistic
• Begins with a “truth set”
• Lower confidence score
• No reliance on cookies / PII
• Better over time and with larger sets
• Statistical analysis through:
• Device Proximity Data
• Browsing Patterns
• Time-Based Clues
ABC’s of Cross Device Targeting
DEVICE ASSOCIATION GRAPH
8
Before Using Audience Data
Remove Redundant “Labels to Minimize Noise
Audience data
• Data tends to be binary in nature – either a user
possesses a given label, or does not possess a
given label.
• Large numbers of such labels. Thousands, tens
of thousands, or hundreds of thousands are
common.
• Diversity and quantity of of attribute data,
demand distilling the essential structure of
Internet audiences into coherent and simple
clusters with similar attributes.
(5% blocked by users) (45% blocked by users)
9
Remove Redundancy before Creating “VisitorID’s”
Source: Clustering methods. (From Python documentation)
• Most methods require an additional
estimation procedure, to find the
optimal clusters count.
• Some are non-deterministic and use
random initialization or other
randomization during optimization
procedure (2 different runs with same
input parameters can return different
results)
• As big data optimization complexity
increases dramatically, so in practice
we will get different results often.
Recommend 2 stage clustering
• Non Stability - a small change in input data can bring about a dramatic change in final results.
Data can change for reasons like, acquiring data, data obsolescence, or using a subsample..
10
Website
Analytics
Mobile
In-App
Media
Touch
points
-Offline
-CRM,
-Loyalty
-Email
Device Association Graphs Redshift
Test Ground for
Attribution Models
Customer
Data
Platform
Dynamic
Creative
Media
Endpoints
Offline
Attribution
Web
Content
Email
Marketing
Data Layer Aggregation Campaign Activation Execution
Retargeting
Content
Personalization
“Look-a-Like”
Audiences
DMP
Behavioral /
Demographic
Facebook
Custom
Audiences
Processing / Segmentation
Google
-Segmenting
-Clustering
-Visit Stitching
Batch or API
Enterprise
Tag Management
(Data Layer)
Customer Data Platform
1st Party Activities 3rd Party Activities
11
1
Done by CDP: Algorithms stitch
together unique “Visitor ID’s” to
create a unified view of
customer included map any
associated device graphs
2 3Visitor profiles are established
that include interest, propensity,
devices, & channel preference
Bayesian models continuously
monitor performance,
evaluate which ads need to
be optimized out
Done through partnerships (DMP):
Rules engine displays advertising
copy based on “Visitor ID” of
customer A/B Testing of Ads
(Optimizely).
JavaScript aggregates &
standardizes data coming from
html pages and mobile apps.
Done by ETM: Metadata for urls,
visitors, timestamps, from
different vendors are formatted
and sent to system of record.
Creating And Serving the Unified View Of the Customer
DATA
TAG & CAPTURE SERVE & OPTIMIZESEGMENT & STITCH
Holistic Omni-Channel Visitor Stitching, Targeting & Personalization
12
Social Sites
In Apps
Desktop
Browser Opinion Makers
Pinterest, Tumblr, blogs
Media
Properties
Communication
Streams Email, messaging, Twitter, feeds
Build Compelling Experiences
© 2017 Digital Air Strike| Reproduction Prohibited
Deploy Content that Pushes the Buyer Forward with Journey Mapping
On Any Device
13
Key Takeaways
Getting Started….
• Use 2 stage clustering to reduce labels and limit noise in your model
• Expect path fragmentation: Having true visibility into customer paths is a real
eye opener. Making channels work together will not be a linear process.
• The true length of time from first ad exposure is typically longer than 30 days
depending on product type. Test different attribution models but keep short
test cycles <90 days to analyze/revise
• Evaluate the vendor ecosystem:
• Customer Data Platform:
• Unified Data Layer:
• Cross Device Association:
Establishing a Central Source of Truth
© 2017 Digital Air Strike| Reproduction Prohibited
THANKS
© 2017 Digital Air Strike| Reproduction Prohibited
David Corchado
dcorchado@digitalairstrike.com

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Connecting the "dots" around your Consumers

  • 1. DIGITAL AIR STRIKE Connecting The “Dots” Around Your Consumers Consumer Engagement & Social Intelligence © 2017 Digital Air Strike| Reproduction Prohibited David Corchado Chief Digital Officer dcorchado@digitalairstrike.com
  • 2. 2 Ensuring consistency of message across channels Using online data to optimize the offline experience What will be critical in shaping your digital marketing strategy over the next 5 years? Source: Adobe / EconsultancyMarch 2017 Optimizing the customer journey across multiple touchpoints Learning new techniques disciplines and skills for new channels Understanding how mobile users research and buy products Understanding when/where consumers use different devices Using offline data to optimize the online experience 70% 66% 58% 50% 46% 45% 39% Big Brand Marketing Priorities A Quest For The Right Message, In the Right Place
  • 3. 3 0 5 10 15 20 25 30 35 40 45 50 None of these Managing health records online Playing a game online Using a social networking app Banking online Making a purchase from a retail website Online Activities Shown: % Prioritize Function over Privacy EU US • 57% of online shoppers are comfortable sharing information as long as it is for their benefit • 64% of respondents said they’d prefer the personalized experience • 73% of consumers prefer to do business with brands that use personal information to make their shopping experiences more relevant Data, Personalization vs. Privacy Source: eMarketer April 2016 Consumers Accept The Risks (if done respectfully)
  • 4. 4 Platforms, Evolve, Dissolve, and have Unique Strengths
  • 5. 5 Cycle Interact Purchase Evaluate Consider Function Data Collection Privacy Targeting Personalization Analytics Platform Google Facebook Twitter Live Ramp Adobe Device Computer Mobile Wearables Car TVTablet Channel TV Search Social Display Native Affiliate Digital Video CRMOn-Site Tapad Email - 9 Touchpoints - 6 Channels - 4 Devices - 1 Customer Sessions are “Dots” of Singular Behavior The Buyers Path is Fragmented
  • 6. 6 D E V I C E A S S O C I A T I O N G R A P H S C r o s s D e v i c e A t t r i b u t i o n T A G M A N A G E M E N T D a t a L a y e r C R O S S P L A T F O R M I N T E G R A T I O N C u s t o m e r D a t a P l a t f o r m ( C D P ) o r E D W - CDP provides for “out of the box” partitioning/segmenting/stitching - Enterprise data warehouse highly flexible but requires DS expertise & domain knowledge 3 Things to Understand the Customer Journey © 2017 Digital Air Strike| Reproduction Prohibited U N I F I E D D A T A L A Y E R E n t e r p r i s e T a g M a n a g e m e n t Foundations of Digital Personalization through 1st Party Data
  • 7. 7 Deterministic • Device matching relies on user information captured during login events • 95+% certainty • Proprietary relationships with a telecom providers, publishers, retailers, that provide anonymized bridging data to identify the same consumer across multiple devices • Limited by scale, often walled Probabilistic • Begins with a “truth set” • Lower confidence score • No reliance on cookies / PII • Better over time and with larger sets • Statistical analysis through: • Device Proximity Data • Browsing Patterns • Time-Based Clues ABC’s of Cross Device Targeting DEVICE ASSOCIATION GRAPH
  • 8. 8 Before Using Audience Data Remove Redundant “Labels to Minimize Noise Audience data • Data tends to be binary in nature – either a user possesses a given label, or does not possess a given label. • Large numbers of such labels. Thousands, tens of thousands, or hundreds of thousands are common. • Diversity and quantity of of attribute data, demand distilling the essential structure of Internet audiences into coherent and simple clusters with similar attributes. (5% blocked by users) (45% blocked by users)
  • 9. 9 Remove Redundancy before Creating “VisitorID’s” Source: Clustering methods. (From Python documentation) • Most methods require an additional estimation procedure, to find the optimal clusters count. • Some are non-deterministic and use random initialization or other randomization during optimization procedure (2 different runs with same input parameters can return different results) • As big data optimization complexity increases dramatically, so in practice we will get different results often. Recommend 2 stage clustering • Non Stability - a small change in input data can bring about a dramatic change in final results. Data can change for reasons like, acquiring data, data obsolescence, or using a subsample..
  • 10. 10 Website Analytics Mobile In-App Media Touch points -Offline -CRM, -Loyalty -Email Device Association Graphs Redshift Test Ground for Attribution Models Customer Data Platform Dynamic Creative Media Endpoints Offline Attribution Web Content Email Marketing Data Layer Aggregation Campaign Activation Execution Retargeting Content Personalization “Look-a-Like” Audiences DMP Behavioral / Demographic Facebook Custom Audiences Processing / Segmentation Google -Segmenting -Clustering -Visit Stitching Batch or API Enterprise Tag Management (Data Layer) Customer Data Platform 1st Party Activities 3rd Party Activities
  • 11. 11 1 Done by CDP: Algorithms stitch together unique “Visitor ID’s” to create a unified view of customer included map any associated device graphs 2 3Visitor profiles are established that include interest, propensity, devices, & channel preference Bayesian models continuously monitor performance, evaluate which ads need to be optimized out Done through partnerships (DMP): Rules engine displays advertising copy based on “Visitor ID” of customer A/B Testing of Ads (Optimizely). JavaScript aggregates & standardizes data coming from html pages and mobile apps. Done by ETM: Metadata for urls, visitors, timestamps, from different vendors are formatted and sent to system of record. Creating And Serving the Unified View Of the Customer DATA TAG & CAPTURE SERVE & OPTIMIZESEGMENT & STITCH Holistic Omni-Channel Visitor Stitching, Targeting & Personalization
  • 12. 12 Social Sites In Apps Desktop Browser Opinion Makers Pinterest, Tumblr, blogs Media Properties Communication Streams Email, messaging, Twitter, feeds Build Compelling Experiences © 2017 Digital Air Strike| Reproduction Prohibited Deploy Content that Pushes the Buyer Forward with Journey Mapping On Any Device
  • 13. 13 Key Takeaways Getting Started…. • Use 2 stage clustering to reduce labels and limit noise in your model • Expect path fragmentation: Having true visibility into customer paths is a real eye opener. Making channels work together will not be a linear process. • The true length of time from first ad exposure is typically longer than 30 days depending on product type. Test different attribution models but keep short test cycles <90 days to analyze/revise • Evaluate the vendor ecosystem: • Customer Data Platform: • Unified Data Layer: • Cross Device Association: Establishing a Central Source of Truth © 2017 Digital Air Strike| Reproduction Prohibited
  • 14. THANKS © 2017 Digital Air Strike| Reproduction Prohibited David Corchado dcorchado@digitalairstrike.com