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Personalisation &
Measurement:
An Introduction
Farooq Ansari
Reading Room Manchester
A Tangled Web
WEB DATA INSIGHTS EFFICIENCY
Personalisation
A means of enhancing the visitor experience to a
website by elevating certain functionalities
Personalisation: It’s Important
52% of digital
marketers agree
that the “ability to
personalise
content is
fundamental to
their online
strategy”
41% are
committed to
providing a
personalised web
experience
Personalisation: It’s Important
50%
32%
33%
27%
6% 42%
Personalisation: Factors
contributing to its rise
• Fall in the cost of
deployment
• More crowded market
• More content
Personalisation: What sets a
personalised site apart?
STANDARD SITE:
PRESENTS THE SAME
CONTENT TO ALL USERS
– REGARDLESS OF
PROFILE, PREFERENCES
AND BEHAVIOUR
PERSONALISED SITE:
THE USER EXPERIENCE IS
CHANGED TO BE
DIFFERENT TO EACH
USER BASED ON PRE-
DEFINED FACTORS
Personalisation: the different types
PERSONALISATION
PRESCRIPTIVE
EXPLICIT
IMPLICIT
EXPLICIT &
IMPLICIT
ADAPTIVE
Personalisation: General
characteristics
• Rule-based & triggered by interactions with a
user
• Insight into a user can come from various
factors
• A business logic is integrated into a website
and, when triggered by a user’s activity, it
changes the static display of content to match
the visitor
Personalisation: EXPLICIT
PASSIVE
User able to customise/tailor or otherwise set
up features
“Passive” in the sense that they may or may
not choose to set up accordingly
E.g. Early Yahoo!
+ Easy to set up
- Too many log-ins
SEGMENTED
User given a profile which determines what
content will be shown
Often used by marketers to create specific
groups
A good way of creating an extranet environment
+ Great for sites with a lot of content
- More onerous from an admin perspective
Personalisation: IMPLICIT
“BEHAVIOURAL TRACKING”
The clicking activity of a website visitor is tracked and monitored
Every incremental click is then used to determine the content
received by the visitor
e.g. Amazon
+ No log-in or other details necessary
- In maintenance terms, this is the most labour-intensive to
maintain & th most involved
Personalisation: HYBRID
“THE BEST OF BOTH WORLDS”
Where a visitor on a passive or segmented site could have
implicit tracking applied at a particular stage of their journey
Alternatively, an implicitly tracked user could be asked to
register for an “explicit experience”
e.g. ebay
Pros and cons: A combination of explicit and implicit
Personalisation: ADAPTIVE
“THE SYSTEM CREATES THE PROCESS”
Where the system itself creates the logic that determines what content to display
Incremental behaviour of website users is analysed to model a 'user' or 'user type' and
the system uses this knowledge gained to personalise content displayed automatically
Predicts the content that a visitor is looking for based on incremental behaviour
e.g. Baynote, Google, Amazon
+ Does not require setting up, and a great choice for organisations who could benefit
from personalisation but lack the in-house resources to effect it
- Complex tech underpins its operation; still in its infancy
Personalisation: Trends
THE RISE OF MOBILE
BEHAVIOURAL
TARGETING
BIG DATA
CLOUD/SaaS
Personalisation: Overview
• Here to stay
• Those already using it
will improve their
systems
• The rise in
personalisation part of
a broader paradigm
shift in tech landscape
Measurement
QUANTITATIVE:
THE “WHAT”
QUALITATIVE:
THE “WHY”
YOU
NEED
BOTH
Measurement: Analytics
...is the measurement, collection, analysis and reporting
of internet data for purposes of understanding and
optimizing web usage.
-Official DAA definition
Measurement: Analytics:
The Key Questions
WHO
WHERE
WHAT
HOW
A BETTER
EXPERIENCE
FOR USERS
Measurement: What You Need To
Remember
THERE ARE NO
INDEPENDENTLY
MEANINGFUL
METRICS
ANYTHING CAN
BE A SOURCE OF
DATA
THE TRUTH LIES
IN THE CONTEXT
Measurement: The Need For
Context
Metrics are only meaningful when
interconnected...
Measurement: The Latest Trends
BIG DATA
MORE DATA
SOURCES
SOCIAL MEDIA
MORE
PLATFORMS
Measurement: What We Can
Expect
• Universal analytics
• Attribution Modelling Tool
• Cost Data Import
• Customer Lifetime Value
• Recency, Frequency and Monetary Value
• Custom Dimensions/Metrics
• Mobile
Measurement: The qualitative tools
The most important data point: how
customers/visitors interact with your web
presence
An ongoing process...
Measurement: Measurement &
Personalisation
REAL-TIME,
INSTANTANEOUS
ANALYTICS
CAPABILITY
PERSONALISATION
GOOD ANALYSIS
OF DATA
CLARITY &
UNDRSTANDING
Measurement: Overview
CONTEXT
SOPHISTICATION FRAGMENTATION INTEGRATION
MORE
ADVANCED
ANALYTICS
Conclusion
#1
There are increasingly sophisticated approaches
to both web personalisation and web
measurement
Conclusion
#2
This is necessary as we live in increasingly
complex times: more data, more devices, more
users, more content
Conclusion
#3
This complexity has an upside, as it will allow us
to derive greater value and understanding,
increasing ROI whilst delivering a far better user
proposition
Conclusion
#4
A “win-win” scenario for site owners and users –
it’s not just about a better site; it’s about a
better business

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Web personalisation and measurement.

Editor's Notes

  1. The web allows us to access/generates dataThis data IF USED CORRECTLY can provide insightsThese insights can help us to improve efficiency, process and deliver a better ROI
  2. Mid-1990’s: ATG/Broadvision early productsA means of enhancing the visitor experience to a website by elevating certain functionalitiesAmazon, eBay: early pioneers
  3. 52% of digital marketers agree that “the ability to personalise content is fundamental to their online strategy”41% committed to providing personalised web experience
  4. What is the impact of personalisation on ROI & how is it measured?50% use “time spent on site” to measure increased engagementONLY 32% say their CMS enables personalisation YET 37% are targeting personalised content in real time33% say they use data effectively to maximise conversions27% test to see how different personalisation performsAND...6% use social graph data to personalise content42% say they can personalise using anonymous data
  5. Fall in the cost of deploymentMany mid-tier CMS solutions incorporated this functionality as a USP to set themselves apartMORE CONTENT, so companies need to work harder to point users to the RIGHT content
  6. A standard site presents the same content to all users, regardless of profile, preferences and behaviour.A personalised site is one where the experience is changed to be different to each user based on a number of pre-defined factorsPersonalised sites are PUSH- oriented, non-personalised sites are PULL- oriented
  7. (1) EXPLICIT: based on the user’s PROFILE, and can be PASSIVE (allowing users to make choices as to what they'd like to see) or SEGMENTED (allocating content choices based on a logic layer applied to that profile)Examples: Pros & cons
  8. (2) IMPLICIT/”BEHAVIOURAL TRACKING”: based upon a user’s clicking activity, the site dynamically offers content based upon that activityExamples: AmazonPros & cons
  9. (3) HYBRID: a solution that is designed to offer the best of both worldsExamples: eBayPros & cons
  10. (4) ADAPTIVE: where incremental website user behaviour monitored and personalisation takes place automatically Watch this space – tech developingAmazon? Google?
  11. The rise of mobileGrowth of behavioural targeting“Big Data”: larger data sets to improve personalisation, esp., in recommendations/promotionsBroader shift to cloud/SaaS tech: user behaviour even more critical to the underlying tech intelligence of these systems
  12. Here to stay and it will only increase in use and adoptionThose already using it will improve their systems, as evidenced by the increase in ROI that results from enhanced personalisation techniquesThe rise in personalisation part of a broader paradigm shift in tech landscape involving mobile-first, responsive & adaptive design, and cloud computing
  13. QUANTITATIVE measurement: tells you WHAT is happeningQUALITATIVE measurement: tells you WHY it is happeningBOTH are important
  14. Log files Taggingmore advanced analytics, ubiquity of Google Analytics bespoke CMS systems
  15. Who is using my site?Where are they coming from?What content are they consuming?How are they engaging with that content?What can we do to make their experience better?
  16. There are no independently meaningful metricsAnything can be a source of dataThe truth lies in the context...
  17. Traditionally, the top 4 metrics worth looking at are likely to be:Traffic sourcesTop contentBounce rateGoals/conversionsOnly meaningful when they are interconnected:In this example, always evaluate (i) traffic sources and (ii) top content in light of (iii) bounce rate and (iv) conversions
  18. Big Data to harness business intelligenceMore data sourcesMore platforms (particularly mobile: tablet, smartphone)Social media – also a source of contentionGoogle Analytics & “Universal” analytics
  19. Universal analytics: users can tailor it to their needs, integrate their own datasets and get a better view of the entire marketing funnelAttribution Modelling Tool: build models that give credit to all their digital channels, provide insight into the impact of various marketing programsCost Data Import: import users’ cost data from any digital sourceCustomer Lifetime ValueRecency, Frequency and Monetary ValueCustom Dimensions/Metrics: widen dimensions for bespoke measurementMobile
  20. The most important data point: how customers/visitors interact with your web presence:Usability testing“Follow Me Homes”A/B TestingSurveyingAn ongoing process...
  21. As personalisation becomes more ubiquitous and sophisticated, so there is an increasing need for a real-time, instantaneous customer analytics capabilityAs with the broader analytics scene, where personalisation is present it is vital to understand the data generated by analytics tools. Good analysis of data is imperative.
  22. Web measurement tools need to be understood contextually to derive the most benefitThese tools are increasing in sophistication to match both technological advances and also heightened business expectationsThe landscape for measurement is increasingly fragmented and diverseAll of these factors highlight a need for more integration, as increasingly disparate data sources & graphs, coupled with a fragmentation of platforms/devices used results in deeper challenges for measurementAs ever, the availability of more advanced analytics correlates with a need to have a more advanced & nuanced understanding of the analytics tools at our disposalPersonalisation amplifies all of the above factors, and creates a virtuous loop