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©2016 Acquia Inc. — Confidential and Proprietary
A data-driven approach to
personalization
©2016 Acquia Inc. — Confidential and Proprietary
Agenda
– What does it mean to be data-driven?
– How to become a data-driven organization
– Types of data to collect
– Identifying persona segments
©2016 Acquia Inc. — Confidential and Proprietary
Background
– Product Manager, Acquia Lift
– Been at Acquia 2.5+ years
– Previously worked in enterprise
consulting
©2016 Acquia Inc. — Confidential and Proprietary
What does it mean to
be data-driven?
©2016 Acquia Inc. — Confidential and Proprietary
Data-drivenness is about
building tools, abilities, and,
most crucially, a culture
that acts on data.
©2016 Acquia Inc. — Confidential and Proprietary
Attributes of a data-driven culture
– Decisions are based on tangible and measurable
attributes
– This increases visibility with regard to why decisions
are made
– Increases likelihood of organizational buy-in by
removing subjective bias
©2016 Acquia Inc. — Confidential and Proprietary
Attributes of a data-driven culture
– Organizational goals are clearly defined, understood, and
measurable.
– Poor example: A goal to increase sales
– Good example: A goal to increase sales 20% this
quarter over last quarter
©2016 Acquia Inc. — Confidential and Proprietary
Attributes of a data-driven culture
– A data-driven organization will be continually testing and
have a continuous improvement mindset.
– Failure / unintended results are part of the process
providing they were rooted in the facts available at the
time
©2016 Acquia Inc. — Confidential and Proprietary
Building a data-driven
organization
©2016 Acquia Inc. — Confidential and Proprietary
Data-driven organizational characteristics
– Data collection
– Data access
– Data analysis
©2016 Acquia Inc. — Confidential and Proprietary
Data collection
– Need to be collecting the right data
– The dataset has to be relevant to the questions you are
trying to answer
– Data needs to be timely, unbiased and trustworthy
©2016 Acquia Inc. — Confidential and Proprietary
Data access
– Joinable from other sources
– Shareable across the organization
– Searchable for anyone looking for specific information
©2016 Acquia Inc. — Confidential and Proprietary
Data analysis
– Reporting alone is not sufficient to be data-driven
– Reporting tells you what happened
– Analysis says why it happened
– Example: my goal of increasing sales 20% QoQ
©2016 Acquia Inc. — Confidential and Proprietary
Types of data to collect
©2016 Acquia Inc. — Confidential and Proprietary
Customer identity data
– Examples:
– Email address
– Account names
– Merging of historical data is key to understand a
customer’s entire journey - not just from the point they
identified themselves
©2016 Acquia Inc. — Confidential and Proprietary
Demographic data
– Age
– Gender
– Income
©2016 Acquia Inc. — Confidential and Proprietary
Geographic data
– City
– State
– Country
©2016 Acquia Inc. — Confidential and Proprietary
Firmographic data
– Company name
– Industry
– Company size
©2016 Acquia Inc. — Confidential and Proprietary
Audience behavior data
– Click-paths
– Formfills
– Purchases
©2016 Acquia Inc. — Confidential and Proprietary
Implicit data
– Assumed based on the information you have collected
such as interests or preferences
– Example: Content interests
©2016 Acquia Inc. — Confidential and Proprietary
Explicit data
– Any data directly given to you
– Examples:
– Job role field on a case study form
– Survey completion
©2016 Acquia Inc. — Confidential and Proprietary
Identify persona
segments
©2016 Acquia Inc. — Confidential and Proprietary
Segmentation
– Knowing what your segments should be is challenging
– Good segmentation usually balances size with specificity
– Examples:
– All people within the US
– All people in the US who are on my newsletter mailing
list
©2016 Acquia Inc. — Confidential and Proprietary
Testing segmentation
– Testing segmentation is just as important as testing
content, especially when the best segmentation strategy
is unclear
– Create a number of segments, some of which can even
be overlapping and begin to see how your customers fall
within them.
©2016 Acquia Inc. — Confidential and Proprietary
Mapping Segments to Personas & Content
– For organizations which have defined personas, the
objective should be to map your segmentation to these
personas.
– Mappings begin with the simple exercise of defining the
attributes of your persona and how the data you are
collecting can inform those attributes
©2016 Acquia Inc. — Confidential and Proprietary
Mapping Segments to Personas & Content
– Example: Buyer persona of a
Director level or above individual
within the IT/Tech department of
their organization.
– Job Level: Director, VP, SVP,
EVP, C-Level
– Department: IT/Technology
– Company size: Enterprise
©2016 Acquia Inc. — Confidential and Proprietary
The key to good segmentation is timely and
accurate data collection
©2016 Acquia Inc. — Confidential and Proprietary
Recap
©2016 Acquia Inc. — Confidential and Proprietary
Recap: Data driven personalization
– Data-drivenness is about building tools, abilities, and, most
crucially, a culture that acts on data.
– A data-driven organization will be continually testing and have
a continuous improvement mindset.
– Data-driven organizations:
– Collect data
– Have open data access
– And analyze data to understand why outcomes occured
©2016 Acquia Inc. — Confidential and Proprietary
Recap: Data driven personalization
– Good segmentation usually balances size with specificity
– Testing segmentation is just as important as testing
content, especially when the best segmentation strategy
is unclear
– Collecting timely and accurate data is key to a successful
segmentation strategy
©2016 Acquia Inc. — Confidential and Proprietary
Make sure to register for our next episode!
Episode 3: How to Execute a Persona-based
Content Strategy at Scale
September 12, 2017 - 1:00PM ET
Check out the Resources section
to register!
©2016 Acquia Inc. — Confidential and Proprietary
Questions?

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Episode 2: Define Customer Segments Using a Data-driven Approach

  • 1. ©2016 Acquia Inc. — Confidential and Proprietary A data-driven approach to personalization
  • 2. ©2016 Acquia Inc. — Confidential and Proprietary Agenda – What does it mean to be data-driven? – How to become a data-driven organization – Types of data to collect – Identifying persona segments
  • 3. ©2016 Acquia Inc. — Confidential and Proprietary Background – Product Manager, Acquia Lift – Been at Acquia 2.5+ years – Previously worked in enterprise consulting
  • 4. ©2016 Acquia Inc. — Confidential and Proprietary What does it mean to be data-driven?
  • 5. ©2016 Acquia Inc. — Confidential and Proprietary Data-drivenness is about building tools, abilities, and, most crucially, a culture that acts on data.
  • 6. ©2016 Acquia Inc. — Confidential and Proprietary Attributes of a data-driven culture – Decisions are based on tangible and measurable attributes – This increases visibility with regard to why decisions are made – Increases likelihood of organizational buy-in by removing subjective bias
  • 7. ©2016 Acquia Inc. — Confidential and Proprietary Attributes of a data-driven culture – Organizational goals are clearly defined, understood, and measurable. – Poor example: A goal to increase sales – Good example: A goal to increase sales 20% this quarter over last quarter
  • 8. ©2016 Acquia Inc. — Confidential and Proprietary Attributes of a data-driven culture – A data-driven organization will be continually testing and have a continuous improvement mindset. – Failure / unintended results are part of the process providing they were rooted in the facts available at the time
  • 9. ©2016 Acquia Inc. — Confidential and Proprietary Building a data-driven organization
  • 10. ©2016 Acquia Inc. — Confidential and Proprietary Data-driven organizational characteristics – Data collection – Data access – Data analysis
  • 11. ©2016 Acquia Inc. — Confidential and Proprietary Data collection – Need to be collecting the right data – The dataset has to be relevant to the questions you are trying to answer – Data needs to be timely, unbiased and trustworthy
  • 12. ©2016 Acquia Inc. — Confidential and Proprietary Data access – Joinable from other sources – Shareable across the organization – Searchable for anyone looking for specific information
  • 13. ©2016 Acquia Inc. — Confidential and Proprietary Data analysis – Reporting alone is not sufficient to be data-driven – Reporting tells you what happened – Analysis says why it happened – Example: my goal of increasing sales 20% QoQ
  • 14. ©2016 Acquia Inc. — Confidential and Proprietary Types of data to collect
  • 15. ©2016 Acquia Inc. — Confidential and Proprietary Customer identity data – Examples: – Email address – Account names – Merging of historical data is key to understand a customer’s entire journey - not just from the point they identified themselves
  • 16. ©2016 Acquia Inc. — Confidential and Proprietary Demographic data – Age – Gender – Income
  • 17. ©2016 Acquia Inc. — Confidential and Proprietary Geographic data – City – State – Country
  • 18. ©2016 Acquia Inc. — Confidential and Proprietary Firmographic data – Company name – Industry – Company size
  • 19. ©2016 Acquia Inc. — Confidential and Proprietary Audience behavior data – Click-paths – Formfills – Purchases
  • 20. ©2016 Acquia Inc. — Confidential and Proprietary Implicit data – Assumed based on the information you have collected such as interests or preferences – Example: Content interests
  • 21. ©2016 Acquia Inc. — Confidential and Proprietary Explicit data – Any data directly given to you – Examples: – Job role field on a case study form – Survey completion
  • 22. ©2016 Acquia Inc. — Confidential and Proprietary Identify persona segments
  • 23. ©2016 Acquia Inc. — Confidential and Proprietary Segmentation – Knowing what your segments should be is challenging – Good segmentation usually balances size with specificity – Examples: – All people within the US – All people in the US who are on my newsletter mailing list
  • 24. ©2016 Acquia Inc. — Confidential and Proprietary Testing segmentation – Testing segmentation is just as important as testing content, especially when the best segmentation strategy is unclear – Create a number of segments, some of which can even be overlapping and begin to see how your customers fall within them.
  • 25. ©2016 Acquia Inc. — Confidential and Proprietary Mapping Segments to Personas & Content – For organizations which have defined personas, the objective should be to map your segmentation to these personas. – Mappings begin with the simple exercise of defining the attributes of your persona and how the data you are collecting can inform those attributes
  • 26. ©2016 Acquia Inc. — Confidential and Proprietary Mapping Segments to Personas & Content – Example: Buyer persona of a Director level or above individual within the IT/Tech department of their organization. – Job Level: Director, VP, SVP, EVP, C-Level – Department: IT/Technology – Company size: Enterprise
  • 27. ©2016 Acquia Inc. — Confidential and Proprietary The key to good segmentation is timely and accurate data collection
  • 28. ©2016 Acquia Inc. — Confidential and Proprietary Recap
  • 29. ©2016 Acquia Inc. — Confidential and Proprietary Recap: Data driven personalization – Data-drivenness is about building tools, abilities, and, most crucially, a culture that acts on data. – A data-driven organization will be continually testing and have a continuous improvement mindset. – Data-driven organizations: – Collect data – Have open data access – And analyze data to understand why outcomes occured
  • 30. ©2016 Acquia Inc. — Confidential and Proprietary Recap: Data driven personalization – Good segmentation usually balances size with specificity – Testing segmentation is just as important as testing content, especially when the best segmentation strategy is unclear – Collecting timely and accurate data is key to a successful segmentation strategy
  • 31. ©2016 Acquia Inc. — Confidential and Proprietary Make sure to register for our next episode! Episode 3: How to Execute a Persona-based Content Strategy at Scale September 12, 2017 - 1:00PM ET Check out the Resources section to register!
  • 32. ©2016 Acquia Inc. — Confidential and Proprietary Questions?